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Blalock Williams’s Wells Fargo WFC Stock Holding History

Blalock Williams’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 		$272K Buy
3,288
+199
+6% +$16K 0.18% 118
2026
Q1 		$246K Sell
3,089
-488
-14% -$41.9K 0.19% 116
2025
Q4 		$333K Buy
3,577
+408
+13% +$35.4K 0.27% 82
2025
Q3 		$266K Buy
3,169
+262
+9% +$21.2K 0.23% 102
2025
Q2 		$233K Sell
2,907
-16
-0.5% -$1.15K 0.23% 107
2025
Q1 		$210K Buy
+2,923
New +$219K 0.24% 107

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

Blalock Williams's WFC Position: Q2 2026 in Review

Blalock Williams increased its Wells Fargo (WFC) stake by 6.4% in Q2 2026, buying an estimated $16K and bringing the position to 3,288 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #118.

Blalock Williams first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $333K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Blalock Williams held 3,288 shares of Wells Fargo worth $272K as of Q2 2026.
  • Blalock Williams bought 199 Wells Fargo shares in Q2 2026, an estimated $16K.
  • Wells Fargo made up 0.18% of Blalock Williams's portfolio in Q2 2026, its #118 holding.
  • Blalock Williams first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Blalock Williams's Wells Fargo position peaked at $333K in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.