Campion Asset Management’s Wells Fargo WFC Stock Holding History

Campion Asset 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	$476K	Buy	5,763 +6	+0.1%	+$482	0.29%	49
2026 Q1	$458K	Hold	5,757	–	–	0.31%	54
2025 Q4	$537K	Sell	5,757 -40	-0.7%	-$3.47K	0.37%	43
2025 Q3	$486K	Sell	5,797 -200	-3%	-$16.2K	0.35%	51
2025 Q2	$480K	Sell	5,997 -408	-6%	-$29.4K	0.36%	49
2025 Q1	$460K	Sell	6,405 -1,010	-14%	-$75.8K	0.36%	53
2024 Q4	$521K	Sell	7,415 -170	-2%	-$11.6K	0.39%	46
2024 Q3	$428K	Sell	7,585 -270	-3%	-$15.3K	0.31%	57
2024 Q2	$467K	Sell	7,855 -150	-2%	-$8.86K	0.37%	54
2024 Q1	$464K	Sell	8,005 -160	-2%	-$8.37K	0.36%	59
2023 Q4	$402K	Sell	8,165 -460	-5%	-$19.9K	0.34%	61
2023 Q3	$352K	Hold	8,625	–	–	0.33%	63
2023 Q2	$368K	Sell	8,625 -200	-2%	-$8.05K	0.33%	62
2023 Q1	$330K	Hold	8,825	–	–	0.31%	68
2022 Q4	$364K	Sell	8,825 -610	-6%	-$27K	0.36%	64
2022 Q3	$379K	Buy	9,435 +1,645	+21%	+$70.7K	0.4%	56
2022 Q2	$305K	Hold	7,790	–	–	0.3%	67
2022 Q1	$378K	Hold	7,790	–	–	0.32%	65
2021 Q4	$374K	Buy	7,790 +1,700	+28%	+$83.7K	0.31%	64
2021 Q3	$283K	Sell	6,090 -90	-1%	-$4.17K	0.25%	79
2021 Q2	$280K	Hold	6,180	–	–	0.23%	78
2021 Q1	$241K	Buy	+6,180	New	+$219K	0.18%	87

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

Campion Asset Management's WFC Position: Q2 2026 in Review

Campion Asset Management increased its Wells Fargo (WFC) stake by 0.1% in Q2 2026, buying an estimated $482 and bringing the position to 5,763 shares worth $476K. The position accounts for 0.29% of the portfolio, ranked #49.

Campion Asset Management first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $537K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Campion Asset Management held 5,763 shares of Wells Fargo worth $476K as of Q2 2026.
Campion Asset Management bought 6 Wells Fargo shares in Q2 2026, an estimated $482.
Wells Fargo made up 0.29% of Campion Asset Management's portfolio in Q2 2026, its #49 holding.
Campion Asset Management first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
Campion Asset Management's Wells Fargo position peaked at $537K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.