C
WFC icon

Covestor’s Wells Fargo WFC Stock Holding History

Covestor’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 		$60K Sell
727
-78
-10% -$6.27K 0.03% 696
2026
Q1 		$64K Sell
805
-417
-34% -$35.8K 0.04% 551
2025
Q4 		$114K Sell
1,222
-141
-10% -$12.2K 0.06% 506
2025
Q3 		$114K Sell
1,363
-170
-11% -$13.8K 0.06% 508
2025
Q2 		$123K Sell
1,533
-8
-0.5% -$577 0.07% 434
2025
Q1 		$111K Sell
1,541
-1,101
-42% -$82.7K 0.07% 423
2024
Q4 		$186K Buy
2,642
+1,316
+99% +$89.8K 0.12% 203
2024
Q3 		$75K Buy
1,326
+196
+17% +$11.1K 0.05% 688
2024
Q2 		$67K Sell
1,130
-514
-31% -$30.3K 0.04% 725
2024
Q1 		$95K Sell
1,644
-238
-13% -$12.5K 0.06% 574
2023
Q4 		$93K Buy
1,882
+689
+58% +$29.7K 0.06% 546
2023
Q3 		$49K Sell
1,193
-2,424
-67% -$105K 0.04% 784
2023
Q2 		$155K Sell
3,617
-858
-19% -$34.5K 0.12% 223
2023
Q1 		$167K Buy
4,475
+742
+20% +$32.3K 0.15% 167
2022
Q4 		$154K Sell
3,733
-344
-8% -$15.2K 0.13% 203
2022
Q3 		$164K Sell
4,077
-1,711
-30% -$73.5K 0.14% 128
2022
Q2 		$227K Buy
5,788
+2,001
+53% +$87.8K 0.18% 88
2022
Q1 		$184K Buy
3,787
+2,204
+139% +$118K 0.12% 179
2021
Q4 		$76K Buy
+1,583
New +$77.9K 0.11% 300

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

Covestor's WFC Position: Q2 2026 in Review

Covestor reduced its Wells Fargo (WFC) stake by 9.7% in Q2 2026, selling an estimated $6.27K and leaving 727 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #696.

Covestor first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $227K in Q2 2022. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Covestor held 727 shares of Wells Fargo worth $60K as of Q2 2026.
  • Covestor sold 78 Wells Fargo shares in Q2 2026, an estimated $6.27K.
  • Wells Fargo made up 0.03% of Covestor's portfolio in Q2 2026, its #696 holding.
  • Covestor first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Wells Fargo position peaked at $227K in Q2 2022.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.