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Bullock Wealth Management’s Wells Fargo WFC Stock Holding History

Bullock 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 		$277 Hold
3
– – ﹤0.01% 597
2026
Q1 		$258 Hold
3
– – ﹤0.01% 612
2025
Q4 		$297 Hold
3
– – ﹤0.01% 596
2025
Q3 		$257 Hold
3
– – ﹤0.01% 613
2025
Q2 		$257 Hold
3
– – ﹤0.01% 580
2025
Q1 		$224 Sell
3
-31
-91% -$2.33K ﹤0.01% 570
2024
Q4 		$2.4K Buy
34
+31
+1,033% +$2.12K ﹤0.01% 496
2024
Q3 		$172 Hold
3
– – ﹤0.01% 568
2024
Q2 		$187 Sell
3
-2
-40% -$118 ﹤0.01% 558
2024
Q1 		$272 Buy
+5
New +$262 ﹤0.01% 555

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's WFC Position: Q2 2026 in Review

Bullock Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 3 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Bullock Wealth Management first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.4K in Q4 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bullock Wealth Management held 3 shares of Wells Fargo worth $277 as of Q2 2026.
  • Bullock Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #597 holding.
  • Bullock Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Wells Fargo position peaked at $2.4K in Q4 2024.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.