Correct Capital Wealth Management’s Wells Fargo WFC Stock Holding History

Correct Capital 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	$949K	Sell	11,486 -711	-6%	-$57.1K	0.16%	59
2026 Q1	$971K	Buy	12,197 +645	+6%	+$55.4K	0.18%	62
2025 Q4	$1.08M	Hold	11,552	–	–	0.2%	57
2025 Q3	$968K	Hold	11,552	–	–	0.16%	66
2025 Q2	$926K	Hold	11,552	–	–	0.14%	63
2025 Q1	$829K	Sell	11,552 -19	-0.2%	-$1.43K	0.13%	62
2024 Q4	$813K	Sell	11,571 -46	-0.4%	-$3.14K	0.16%	62
2024 Q3	$656K	Hold	11,617	–	–	0.15%	66
2024 Q2	$690K	Sell	11,617 -34	-0.3%	-$2.01K	0.16%	62
2024 Q1	$675K	Hold	11,651	–	–	0.16%	73
2023 Q4	$573K	Buy	+11,651	New	+$503K	0.15%	73

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 $3.38T AUM 44.17% 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

Correct Capital Wealth Management's WFC Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its Wells Fargo (WFC) stake by 5.8% in Q2 2026, selling an estimated $57.1K and leaving 11,486 shares worth $949K. The position accounts for 0.16% of the portfolio, ranked #59.

Correct Capital Wealth Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Correct Capital Wealth Management held 11,486 shares of Wells Fargo worth $949K as of Q2 2026.
Correct Capital Wealth Management sold 711 Wells Fargo shares in Q2 2026, an estimated $57.1K.
Wells Fargo made up 0.16% of Correct Capital Wealth Management's portfolio in Q2 2026, its #59 holding.
Correct Capital Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Correct Capital Wealth Management's Wells Fargo position peaked at $1.08M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.