Bull Oak Capital’s Wells Fargo WFC Stock Holding History

Bull Oak Capital’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	$608K	Sell	7,359 -50	-0.7%	-$4.02K	0.2%	25
2026 Q1	$590K	Buy	+7,409	New	+$636K	0.23%	23

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 $3.37T AUM 44.26% 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

Bull Oak Capital's WFC Position: Q2 2026 in Review

Bull Oak Capital reduced its Wells Fargo (WFC) stake by 0.67% in Q2 2026, selling an estimated $4.02K and leaving 7,359 shares worth $608K. The position accounts for 0.2% of the portfolio, ranked #25.

Bull Oak Capital first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Bull Oak Capital held 7,359 shares of Wells Fargo worth $608K as of Q2 2026.
Bull Oak Capital sold 50 Wells Fargo shares in Q2 2026, an estimated $4.02K.
Wells Fargo made up 0.2% of Bull Oak Capital's portfolio in Q2 2026, its #25 holding.
Bull Oak Capital first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.