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Carbahal Olsen Financial Services Group’s Wells Fargo WFC Stock Holding History

Carbahal Olsen Financial Services Group’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 		$302K Hold
3,660
– – 0.21% 30
2026
Q1 		$291K Sell
3,660
-12
-0.3% -$1.03K 0.23% 31
2025
Q4 		$342K Buy
3,672
+12
+0.3% +$1.04K 0.26% 26
2025
Q3 		$307K Hold
3,660
– – 0.25% 30
2025
Q2 		$293K Hold
3,660
– – 0.25% 28
2025
Q1 		$263K Sell
3,660
-660
-15% -$49.6K 0.25% 28
2024
Q4 		$303K Buy
+4,320
New +$295K 0.28% 25

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

Carbahal Olsen Financial Services Group's WFC Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group held its Wells Fargo (WFC) position steady in Q2 2026 at 3,660 shares worth $302K. The position accounts for 0.21% of the portfolio, ranked #30.

Carbahal Olsen Financial Services Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $342K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Carbahal Olsen Financial Services Group held 3,660 shares of Wells Fargo worth $302K as of Q2 2026.
  • Carbahal Olsen Financial Services Group left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.21% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #30 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Carbahal Olsen Financial Services Group's Wells Fargo position peaked at $342K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.