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Battery Global Advisors’s Wells Fargo WFC Stock Holding History

Battery Global Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.6K Hold
1,000
– – 0.04% 66
2026
Q1 		$79.6K Sell
1,000
-148
-13% -$12.7K 0.04% 66
2025
Q4 		$107K Buy
1,148
+148
+15% +$12.8K 0.05% 57
2025
Q3 		$83.8K Hold
1,000
– – 0.04% 60
2025
Q2 		$80.1K Hold
1,000
– – 0.04% 58
2025
Q1 		$71.8K Hold
1,000
– – 0.04% 61
2024
Q4 		$70.2K Hold
1,000
– – 0.04% 61
2024
Q3 		$56.5K Buy
+1,000
New +$56.6K 0.03% 65

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Battery Global Advisors's WFC Position: Q2 2026 in Review

Battery Global Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 1,000 shares worth $82.6K. The position accounts for 0.04% of the portfolio, ranked #66.

Battery Global Advisors first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $107K in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Battery Global Advisors held 1,000 shares of Wells Fargo worth $82.6K as of Q2 2026.
  • Battery Global Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.04% of Battery Global Advisors's portfolio in Q2 2026, its #66 holding.
  • Battery Global Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • Battery Global Advisors's Wells Fargo position peaked at $107K in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.