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Confluence Wealth Services’s Wells Fargo WFC Stock Holding History

Confluence Wealth Services’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 		$753K Buy
9,116
+2,502
+38% +$201K 0.02% 276
2026
Q1 		$527K Hold
6,614
– – 0.02% 255
2025
Q4 		$616K Sell
6,614
-619
-9% -$53.7K 0.03% 240
2025
Q3 		$606K Buy
7,233
+143
+2% +$11.6K 0.03% 225
2025
Q2 		$568K Hold
7,090
– – 0.03% 230
2025
Q1 		$482K Sell
7,090
-60
-0.8% -$4.5K 0.03% 234
2024
Q4 		$554K Buy
7,150
+51
+0.7% +$3.48K 0.04% 207
2024
Q3 		$401K Sell
7,099
-304
-4% -$17.2K 0.03% 247
2024
Q2 		$440K Sell
7,403
-10
-0.1% -$590 0.04% 239
2024
Q1 		$430K Buy
7,413
+808
+12% +$42.3K 0.04% 225
2023
Q4 		$325K Sell
6,605
-718
-10% -$31K 0.04% 230
2023
Q3 		$299K Buy
7,323
+148
+2% +$6.39K 0.06% 212
2023
Q2 		$306K Sell
7,175
-590
-8% -$23.7K 0.06% 211
2023
Q1 		$290K Sell
7,765
-8
-0.1% -$349 0.07% 198
2022
Q4 		$321K Sell
7,773
-1,006
-11% -$44.5K 0.08% 180
2022
Q3 		$353K Sell
8,779
-2,692
-23% -$116K 0.15% 162
2022
Q2 		$519K Buy
11,471
+1,445
+14% +$63.4K 0.23% 140
2022
Q1 		$485K Sell
10,026
-722
-7% -$38.6K 0.18% 146
2021
Q4 		$515K Buy
+10,748
New +$529K 0.17% 138

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Confluence Wealth Services's WFC Position: Q2 2026 in Review

Confluence Wealth Services increased its Wells Fargo (WFC) stake by 38% in Q2 2026, buying an estimated $201K and bringing the position to 9,116 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #276.

Confluence Wealth Services first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Confluence Wealth Services held 9,116 shares of Wells Fargo worth $753K as of Q2 2026.
  • Confluence Wealth Services bought 2,502 Wells Fargo shares in Q2 2026, an estimated $201K.
  • Wells Fargo made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #276 holding.
  • Confluence Wealth Services first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • 2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.