Clear Creek Financial Management’s Wells Fargo WFC Stock Holding History

Clear Creek Financial 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	$298K	Sell	3,603 -32	-0.9%	-$2.57K	0.02%	527
2026 Q1	$289K	Buy	3,635 +156	+4%	+$13.4K	0.02%	506
2025 Q4	$324K	Buy	3,479 +409	+13%	+$35.5K	0.03%	475
2025 Q3	$257K	Buy	3,070 +398	+15%	+$32.3K	0.02%	503
2025 Q2	$214K	Buy	+2,672	New	+$193K	0.02%	504
2023 Q4	–	Sell	-8,919	Closed	-$364K	–	374
2023 Q3	$364K	Sell	8,919 -482	-5%	-$20.8K	0.06%	211
2023 Q2	$401K	Sell	9,401 -1,182	-11%	-$47.6K	0.07%	205
2023 Q1	$396K	Buy	10,583 +780	+8%	+$34K	0.08%	187
2022 Q4	$405K	Sell	9,803 -1,488	-13%	-$65.9K	0.09%	172
2022 Q3	$454K	Sell	11,291 -464	-4%	-$19.9K	0.1%	152
2022 Q2	$460K	Buy	11,755 +3,899	+50%	+$171K	0.1%	162
2022 Q1	$381K	Buy	+7,856	New	+$420K	0.06%	217
2021 Q1	–	Sell	-10,519	Closed	-$317K	–	266
2020 Q4	$317K	Buy	+10,519	New	+$272K	0.06%	233
2020 Q3	–	Sell	-11,433	Closed	-$292K	–	263
2020 Q2	$292K	Buy	+11,433	New	+$313K	0.08%	184

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 $3.38T AUM 44.17% 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

Clear Creek Financial Management's WFC Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Wells Fargo (WFC) stake by 0.88% in Q2 2026, selling an estimated $2.57K and leaving 3,603 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #527.

Clear Creek Financial Management first reported a position in WFC in Q2 2020 and has held it in 14 quarters since. The position peaked at $460K in Q2 2022. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Clear Creek Financial Management held 3,603 shares of Wells Fargo worth $298K as of Q2 2026.
Clear Creek Financial Management sold 32 Wells Fargo shares in Q2 2026, an estimated $2.57K.
Wells Fargo made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #527 holding.
Clear Creek Financial Management first reported a position in Wells Fargo in Q2 2020 and has held it in 14 quarters since.
Clear Creek Financial Management's Wells Fargo position peaked at $460K in Q2 2022.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.