Buck Wealth Strategies’s Wells Fargo WFC Stock Holding History

Buck Wealth Strategies’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	$912K	Sell	11,037 -185	-2%	-$14.9K	0.1%	96
2026 Q1	$893K	Buy	+11,222	New	+$964K	0.11%	79
2025 Q3	–	Sell	-3,970	Closed	-$318K	–	178
2025 Q2	$318K	Buy	3,970 +701	+21%	+$50.5K	0.05%	124
2025 Q1	$235K	Buy	+3,269	New	+$245K	0.04%	115
2023 Q4	–	Sell	-10	Closed	-$409	–	345
2023 Q3	$409	Buy	+10	New	+$432	﹤0.01%	348

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

Buck Wealth Strategies's WFC Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Wells Fargo (WFC) stake by 1.6% in Q2 2026, selling an estimated $14.9K and leaving 11,037 shares worth $912K. The position accounts for 0.1% of the portfolio, ranked #96.

Buck Wealth Strategies first reported a position in WFC in Q3 2023 and has held it in 5 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Buck Wealth Strategies held 11,037 shares of Wells Fargo worth $912K as of Q2 2026.
Buck Wealth Strategies sold 185 Wells Fargo shares in Q2 2026, an estimated $14.9K.
Wells Fargo made up 0.1% of Buck Wealth Strategies's portfolio in Q2 2026, its #96 holding.
Buck Wealth Strategies first reported a position in Wells Fargo in Q3 2023 and has held it in 5 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.