Clear Wave Wealth Management’s Wells Fargo WFC Stock Holding History

Clear Wave 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	$238K	Sell	2,886 -23	-0.8%	-$1.85K	0.04%	166
2026 Q1	$232K	Buy	+2,909	New	+$250K	0.05%	151

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

Clear Wave Wealth Management's WFC Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its Wells Fargo (WFC) stake by 0.79% in Q2 2026, selling an estimated $1.85K and leaving 2,886 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #166.

Clear Wave Wealth Management first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Clear Wave Wealth Management held 2,886 shares of Wells Fargo worth $238K as of Q2 2026.
Clear Wave Wealth Management sold 23 Wells Fargo shares in Q2 2026, an estimated $1.85K.
Wells Fargo made up 0.04% of Clear Wave Wealth Management's portfolio in Q2 2026, its #166 holding.
Clear Wave Wealth Management first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.