BetterWealth’s Wells Fargo WFC Stock Holding History

BetterWealth’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	$291K	Hold	3,526	–	–	0.05%	66
2026 Q1	$281K	Buy	3,526 +21	+0.6%	+$1.8K	0.06%	62
2025 Q4	$327K	Sell	3,505 -33	-0.9%	-$2.87K	0.07%	45
2025 Q3	$297K	Buy	3,538 +117	+3%	+$9.49K	0.07%	50
2025 Q2	$274K	Hold	3,421	–	–	0.07%	52
2025 Q1	$246K	Buy	3,421 +103	+3%	+$7.73K	0.07%	53
2024 Q4	$233K	Buy	+3,318	New	+$227K	0.06%	62

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BetterWealth's WFC Position: Q2 2026 in Review

BetterWealth held its Wells Fargo (WFC) position steady in Q2 2026 at 3,526 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #66.

BetterWealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $327K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

BetterWealth held 3,526 shares of Wells Fargo worth $291K as of Q2 2026.
BetterWealth left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.05% of BetterWealth's portfolio in Q2 2026, its #66 holding.
BetterWealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
BetterWealth's Wells Fargo position peaked at $327K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.