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Blue Rock Wealth Management’s Wells Fargo WFC Stock Holding History

Blue Rock Wealth Management’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 		$408K Sell
4,940
-5,117
-51% -$411K 0.23% 61
2026
Q1 		$801K Hold
10,057
– – 0.51% 35
2025
Q4 		$937K Hold
10,057
– – 0.58% 31
2025
Q3 		$843K Buy
10,057
+287
+3% +$23.3K 0.52% 35
2025
Q2 		$783K Buy
9,770
+1,692
+21% +$122K 0.54% 37
2025
Q1 		$580K Buy
8,078
+2,894
+56% +$217K 0.49% 40
2024
Q4 		$364K Buy
+5,184
New +$354K 0.38% 42

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

Blue Rock Wealth Management's WFC Position: Q2 2026 in Review

Blue Rock Wealth Management reduced its Wells Fargo (WFC) stake by 51% in Q2 2026, selling an estimated $411K and leaving 4,940 shares worth $408K. The position accounts for 0.23% of the portfolio, ranked #61.

Blue Rock Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $937K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Blue Rock Wealth Management held 4,940 shares of Wells Fargo worth $408K as of Q2 2026.
  • Blue Rock Wealth Management sold 5,117 Wells Fargo shares in Q2 2026, an estimated $411K.
  • Wells Fargo made up 0.23% of Blue Rock Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Blue Rock Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Blue Rock Wealth Management's Wells Fargo position peaked at $937K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.