Concentrum Wealth Management’s Wells Fargo WFC Stock Holding History

Concentrum 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	$376K	Buy	4,552 +151	+3%	+$12.1K	0.09%	83
2026 Q1	$350K	Buy	4,401 +23	+0.5%	+$1.98K	0.1%	78
2025 Q4	$408K	Sell	4,378 -204	-4%	-$17.7K	0.11%	60
2025 Q3	$384K	Buy	4,582 +86	+2%	+$6.97K	0.11%	54
2025 Q2	$360K	Sell	4,496 -65	-1%	-$4.69K	0.11%	52
2025 Q1	$327K	Buy	4,561 +396	+10%	+$29.7K	0.12%	60
2024 Q4	$293K	Buy	4,165 +34	+0.8%	+$2.32K	0.1%	64
2024 Q3	$233K	Sell	4,131 -53	-1%	-$3K	0.09%	65
2024 Q2	$248K	Sell	4,184 -87	-2%	-$5.14K	0.1%	64
2024 Q1	$248K	Buy	+4,271	New	+$223K	0.11%	58

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

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

Concentrum Wealth Management increased its Wells Fargo (WFC) stake by 3.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 4,552 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #83.

Concentrum Wealth Management first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $408K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Concentrum Wealth Management held 4,552 shares of Wells Fargo worth $376K as of Q2 2026.
Concentrum Wealth Management bought 151 Wells Fargo shares in Q2 2026, an estimated $12.1K.
Wells Fargo made up 0.09% of Concentrum Wealth Management's portfolio in Q2 2026, its #83 holding.
Concentrum Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
Concentrum Wealth Management's Wells Fargo position peaked at $408K in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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