Curio Wealth’s Wells Fargo WFC Stock Holding History

Curio 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	–	Sell	-65	Closed	-$5.17K	–	1155
2026 Q1	$5.17K	Buy	+65	New	+$5.58K	﹤0.01%	261

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

Curio Wealth's WFC Position: Q2 2026 in Review

Curio Wealth sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 65 shares — an estimated $5.17K sold.

Curio Wealth first reported a position in WFC in Q1 2026 and held it in 1 quarter. The position peaked at $5.17K in Q1 2026. 2,853 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Curio Wealth reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 65 Wells Fargo shares in Q2 2026, an estimated $5.17K.
Curio Wealth first reported a position in Wells Fargo in Q1 2026 and held it in 1 quarter.
Curio Wealth's Wells Fargo position peaked at $5.17K in Q1 2026.
2,853 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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