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Copley Financial Group’s Wells Fargo WFC Stock Holding History

Copley Financial Group’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 		$224K Sell
2,710
-1,601
-37% -$129K 0.14% 112
2026
Q1 		$343K Sell
4,311
-266
-6% -$22.8K 0.21% 84
2025
Q4 		$427K Sell
4,577
-61
-1% -$5.3K 0.26% 63
2025
Q3 		$389K Buy
+4,638
New +$376K 0.27% 75

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

Copley Financial Group's WFC Position: Q2 2026 in Review

Copley Financial Group reduced its Wells Fargo (WFC) stake by 37% in Q2 2026, selling an estimated $129K and leaving 2,710 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #112.

Copley Financial Group first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $427K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Copley Financial Group held 2,710 shares of Wells Fargo worth $224K as of Q2 2026.
  • Copley Financial Group sold 1,601 Wells Fargo shares in Q2 2026, an estimated $129K.
  • Wells Fargo made up 0.14% of Copley Financial Group's portfolio in Q2 2026, its #112 holding.
  • Copley Financial Group first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • Copley Financial Group's Wells Fargo position peaked at $427K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.