Coston McIsaac & Partners’s Wells Fargo WFC Stock Holding History

Coston McIsaac & Partners’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	$21K	Hold	263	–	–	﹤0.01%	474
2026 Q1	$20K	Buy	263 +1	+0.4%	+$86	﹤0.01%	467
2025 Q4	$24K	Hold	262	–	–	0.01%	437
2025 Q3	$21K	Buy	262 +1	+0.4%	+$81	0.01%	437
2025 Q2	$20K	Hold	261	–	–	0.01%	428
2025 Q1	$18K	Buy	261 +1	+0.4%	+$75	0.01%	411
2024 Q4	$18K	Hold	260	–	–	0.01%	408
2024 Q3	$14K	Buy	260 +1	+0.4%	+$57	﹤0.01%	448
2024 Q2	$15K	Hold	259	–	–	﹤0.01%	421
2024 Q1	$15K	Buy	259 +1	+0.4%	+$52	﹤0.01%	427
2023 Q4	$12K	Hold	258	–	–	﹤0.01%	458
2023 Q3	$10K	Buy	258 +1	+0.4%	+$43	﹤0.01%	469
2023 Q2	$10K	Buy	257 +1	+0.4%	+$40	﹤0.01%	510
2023 Q1	$9K	Hold	256	–	–	﹤0.01%	508
2022 Q4	$10K	Buy	256 +1	+0.4%	+$44	﹤0.01%	501
2022 Q3	$10K	Hold	255	–	–	﹤0.01%	425
2022 Q2	$10K	Buy	+255	New	+$11.2K	0.01%	276

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

Coston McIsaac & Partners's WFC Position: Q2 2026 in Review

Coston McIsaac & Partners held its Wells Fargo (WFC) position steady in Q2 2026 at 263 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Coston McIsaac & Partners first reported a position in WFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $24K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Coston McIsaac & Partners held 263 shares of Wells Fargo worth $21K as of Q2 2026.
Coston McIsaac & Partners left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #474 holding.
Coston McIsaac & Partners first reported a position in Wells Fargo in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's Wells Fargo position peaked at $24K in Q4 2025.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.