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Charter Capital Management’s Wells Fargo WFC Stock Holding History

Charter Capital 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 		$574K Buy
6,947
+3
+0% +$241 0.25% 36
2026
Q1 		$553K Buy
6,944
+1,324
+24% +$114K 0.28% 33
2025
Q4 		$524K Buy
5,620
+2
+0% +$174 0.27% 33
2025
Q3 		$471K Buy
5,618
+147
+3% +$11.9K 0.25% 41
2025
Q2 		$438K Buy
+5,471
New +$394K 0.26% 39

Other funds holding WFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Charter Capital Management's WFC Position: Q2 2026 in Review

Charter Capital Management increased its Wells Fargo (WFC) stake by 0.04% in Q2 2026, buying an estimated $241 and bringing the position to 6,947 shares worth $574K. The position accounts for 0.25% of the portfolio, ranked #36.

Charter Capital Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 1,014 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Charter Capital Management held 6,947 shares of Wells Fargo worth $574K as of Q2 2026.
  • Charter Capital Management bought 3 Wells Fargo shares in Q2 2026, an estimated $241.
  • Wells Fargo made up 0.25% of Charter Capital Management's portfolio in Q2 2026, its #36 holding.
  • Charter Capital Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.