CarsonAllaria Wealth Management’s Wells Fargo WFC Stock Holding History

CarsonAllaria 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	$308K	Sell	3,726 -36	-1%	-$2.89K	0.13%	51
2026 Q1	$300K	Sell	3,762 -54	-1%	-$4.64K	0.15%	48
2025 Q4	$356K	Sell	3,816 -258	-6%	-$22.4K	0.18%	41
2025 Q3	$342K	Sell	4,074 -1	-0%	-$81	0.18%	46
2025 Q2	$327K	Sell	4,075 -76	-2%	-$5.48K	0.18%	44
2025 Q1	$298K	Sell	4,151 -79	-2%	-$5.93K	0.17%	47
2024 Q4	$297K	Sell	4,230 -757	-15%	-$51.7K	0.17%	50
2024 Q3	$282K	Sell	4,987 -333	-6%	-$18.8K	0.16%	51
2024 Q2	$316K	Sell	5,320 -340	-6%	-$20.1K	0.19%	45
2024 Q1	$328K	Sell	5,660 -1,195	-17%	-$62.5K	0.21%	45
2023 Q4	$337K	Sell	6,855 -381	-5%	-$16.4K	0.24%	42
2023 Q3	$296K	Buy	7,236 +18	+0.2%	+$777	0.24%	47
2023 Q2	$308K	Sell	7,218 -34	-0.5%	-$1.37K	0.24%	51
2023 Q1	$271K	Sell	7,252 -7	-0.1%	-$305	0.23%	52
2022 Q4	$300K	Buy	7,259 +18	+0.2%	+$797	0.26%	46
2022 Q3	$291K	Sell	7,241 -63	-0.9%	-$2.71K	0.27%	43
2022 Q2	$286K	Buy	7,304 +29	+0.4%	+$1.27K	0.27%	48
2022 Q1	$353K	Sell	7,275 -9	-0.1%	-$482	0.32%	40
2021 Q4	$350K	Buy	+7,284	New	+$359K	0.31%	42

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

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

CarsonAllaria Wealth Management reduced its Wells Fargo (WFC) stake by 0.96% in Q2 2026, selling an estimated $2.89K and leaving 3,726 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #51.

CarsonAllaria Wealth Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $356K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

CarsonAllaria Wealth Management held 3,726 shares of Wells Fargo worth $308K as of Q2 2026.
CarsonAllaria Wealth Management sold 36 Wells Fargo shares in Q2 2026, an estimated $2.89K.
Wells Fargo made up 0.13% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #51 holding.
CarsonAllaria Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
CarsonAllaria Wealth Management's Wells Fargo position peaked at $356K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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