CW
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CreativeOne Wealth’s Wells Fargo WFC Stock Holding History

CreativeOne Wealth’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 		$1.55M Sell
18,701
-1,877
-9% -$151K 0.03% 437
2026
Q1 		$1.64M Sell
20,578
-1,709
-8% -$147K 0.04% 407
2025
Q4 		$2.08M Buy
22,287
+4,055
+22% +$352K 0.05% 330
2025
Q3 		$1.53M Buy
18,232
+2,499
+16% +$203K 0.04% 401
2025
Q2 		$1.26M Buy
15,733
+782
+5% +$56.4K 0.03% 470
2025
Q1 		$1.07M Buy
14,951
+1,059
+8% +$79.5K 0.03% 460
2024
Q4 		$976K Buy
13,892
+4,255
+44% +$291K 0.03% 480
2024
Q3 		$544K Buy
9,637
+3,285
+52% +$186K 0.02% 603
2024
Q2 		$377K Sell
6,352
-2,926
-32% -$173K 0.02% 555
2024
Q1 		$538K Buy
9,278
+4,560
+97% +$239K 0.02% 550
2023
Q4 		$232K Buy
+4,718
New +$204K 0.01% 573
2023
Q3 		– Sell
-9,856
Closed -$421K – 831
2023
Q2 		$421K Sell
9,856
-7,612
-44% -$306K 0.02% 542
2023
Q1 		$653K Buy
17,468
+118
+0.7% +$5.14K 0.03% 400
2022
Q4 		$716K Sell
17,350
-262
-1% -$11.6K 0.04% 345
2022
Q3 		$708K Sell
17,612
-4,121
-19% -$177K 0.04% 333
2022
Q2 		$851K Sell
21,733
-3,192
-13% -$140K 0.05% 290
2022
Q1 		$1.21M Buy
24,925
+5,503
+28% +$295K 0.06% 248
2021
Q4 		$932K Buy
19,422
+464
+2% +$22.8K 0.05% 301
2021
Q3 		$880K Buy
18,958
+760
+4% +$35.2K 0.05% 282
2021
Q2 		$824K Buy
18,198
+6,429
+55% +$287K 0.05% 286
2021
Q1 		$460K Buy
11,769
+3,433
+41% +$122K 0.03% 345
2020
Q4 		$252K Buy
+8,336
New +$216K 0.02% 422

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

CreativeOne Wealth's WFC Position: Q2 2026 in Review

CreativeOne Wealth reduced its Wells Fargo (WFC) stake by 9.1% in Q2 2026, selling an estimated $151K and leaving 18,701 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #437.

CreativeOne Wealth first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.08M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • CreativeOne Wealth held 18,701 shares of Wells Fargo worth $1.55M as of Q2 2026.
  • CreativeOne Wealth sold 1,877 Wells Fargo shares in Q2 2026, an estimated $151K.
  • Wells Fargo made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #437 holding.
  • CreativeOne Wealth first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's Wells Fargo position peaked at $2.08M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.