EdgeRock Capital’s Wells Fargo WFC Stock Holding History

EdgeRock Capital’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	$268K	Sell	3,246 -978	-23%	-$78.6K	0.06%	116
2026 Q1	$336K	Sell	4,224 -205	-5%	-$17.6K	0.09%	89
2025 Q4	$413K	Buy	4,429 +288	+7%	+$25K	0.11%	81
2025 Q3	$347K	Buy	4,141 +58	+1%	+$4.7K	0.1%	82
2025 Q2	$327K	Buy	+4,083	New	+$294K	0.1%	77
2022 Q4	–	Sell	-454	Closed	-$18K	–	394
2022 Q3	$18K	Buy	+454	New	+$19.5K	0.01%	172

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

EdgeRock Capital's WFC Position: Q2 2026 in Review

EdgeRock Capital reduced its Wells Fargo (WFC) stake by 23% in Q2 2026, selling an estimated $78.6K and leaving 3,246 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #116.

EdgeRock Capital first reported a position in WFC in Q3 2022 and has held it in 6 quarters since. The position peaked at $413K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

EdgeRock Capital held 3,246 shares of Wells Fargo worth $268K as of Q2 2026.
EdgeRock Capital sold 978 Wells Fargo shares in Q2 2026, an estimated $78.6K.
Wells Fargo made up 0.06% of EdgeRock Capital's portfolio in Q2 2026, its #116 holding.
EdgeRock Capital first reported a position in Wells Fargo in Q3 2022 and has held it in 6 quarters since.
EdgeRock Capital's Wells Fargo position peaked at $413K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.