Concord Asset Management (Virginia)’s Wells Fargo WFC Stock Holding History

Concord Asset Management (Virginia)’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	$1.3M	Sell	15,681 -244	-2%	-$19.6K	0.2%	88
2026 Q1	$1.27M	Buy	15,925 +870	+6%	+$74.7K	0.21%	88
2025 Q4	$1.4M	Sell	15,055 -84	-0.6%	-$7.29K	0.24%	83
2025 Q3	$1.27M	Buy	15,139 +1,194	+9%	+$96.8K	0.23%	86
2025 Q2	$1.12M	Buy	13,945 +1,190	+9%	+$85.8K	0.17%	123
2025 Q1	$867K	Buy	12,755 +6,034	+90%	+$453K	0.19%	98
2024 Q4	$472K	Buy	6,721 +1,542	+30%	+$105K	0.1%	106
2024 Q3	$293K	Buy	5,179 +191	+4%	+$10.8K	0.07%	117
2024 Q2	$296K	Buy	4,988 +658	+15%	+$38.8K	0.07%	121
2024 Q1	$251K	Buy	4,330 +10	+0.2%	+$523	0.07%	127
2023 Q4	$213K	Buy	+4,320	New	+$186K	0.06%	128

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

Concord Asset Management (Virginia)'s WFC Position: Q2 2026 in Review

Concord Asset Management (Virginia) reduced its Wells Fargo (WFC) stake by 1.5% in Q2 2026, selling an estimated $19.6K and leaving 15,681 shares worth $1.3M. The position accounts for 0.2% of the portfolio, ranked #88.

Concord Asset Management (Virginia) first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Concord Asset Management (Virginia) held 15,681 shares of Wells Fargo worth $1.3M as of Q2 2026.
Concord Asset Management (Virginia) sold 244 Wells Fargo shares in Q2 2026, an estimated $19.6K.
Wells Fargo made up 0.2% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #88 holding.
Concord Asset Management (Virginia) first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Concord Asset Management (Virginia)'s Wells Fargo position peaked at $1.4M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.