Eaton Financial Holdings’s Wells Fargo WFC Stock Holding History

Eaton Financial Holdings’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	$1.73M	Buy	20,887 +2,104	+11%	+$169K	0.47%	48
2026 Q1	$1.5M	Buy	18,783 +999	+6%	+$85.8K	0.49%	45
2025 Q4	$1.66M	Sell	17,784 -1,399	-7%	-$121K	0.45%	47
2025 Q3	$1.61M	Sell	19,183 -205	-1%	-$16.6K	0.45%	44
2025 Q2	$1.55M	Buy	+19,388	New	+$1.4M	0.48%	38

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

Eaton Financial Holdings's WFC Position: Q2 2026 in Review

Eaton Financial Holdings increased its Wells Fargo (WFC) stake by 11% in Q2 2026, buying an estimated $169K and bringing the position to 20,887 shares worth $1.73M. The position accounts for 0.47% of the portfolio, ranked #48.

Eaton Financial Holdings first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Eaton Financial Holdings held 20,887 shares of Wells Fargo worth $1.73M as of Q2 2026.
Eaton Financial Holdings bought 2,104 Wells Fargo shares in Q2 2026, an estimated $169K.
Wells Fargo made up 0.47% of Eaton Financial Holdings's portfolio in Q2 2026, its #48 holding.
Eaton Financial Holdings first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.