CF
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Conquis Financial’s Wells Fargo WFC Stock Holding History

Conquis Financial’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 		$5.12K Hold
62
– – ﹤0.01% 45
2026
Q1 		$4.99K Hold
62
– – ﹤0.01% 44
2025
Q4 		$5.78K Hold
62
– – 0.01% 53
2025
Q3 		$5.2K Sell
62
-10
-14% -$811 ﹤0.01% 46
2025
Q2 		$5.77K Hold
72
– – 0.01% 43
2025
Q1 		$5.17K Sell
72
-224
-76% -$16.8K 0.01% 54
2024
Q4 		$20.8K Buy
+296
New +$20.2K 0.02% 49

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

Conquis Financial's WFC Position: Q2 2026 in Review

Conquis Financial held its Wells Fargo (WFC) position steady in Q2 2026 at 62 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #45.

Conquis Financial first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.8K in Q4 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Conquis Financial held 62 shares of Wells Fargo worth $5.12K as of Q2 2026.
  • Conquis Financial left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up ﹤0.01% of Conquis Financial's portfolio in Q2 2026, its #45 holding.
  • Conquis Financial first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Conquis Financial's Wells Fargo position peaked at $20.8K in Q4 2024.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Conquis Financial's 13F filing for Q2 2026, filed 13 Aug 2026.