EW
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Element Wealth’s Wells Fargo WFC Stock Holding History

Element 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 		$911K Buy
11,018
+149
+1% +$12K 0.34% 75
2026
Q1 		$865K Sell
10,869
-232
-2% -$19.9K 0.36% 69
2025
Q4 		$1.03M Sell
11,101
-107
-1% -$9.29K 0.43% 62
2025
Q3 		$939K Sell
11,208
-92
-0.8% -$7.46K 0.41% 63
2025
Q2 		$905K Sell
11,300
-556
-5% -$40.1K 0.42% 58
2025
Q1 		$851K Sell
11,856
-195
-2% -$14.6K 0.46% 52
2024
Q4 		$846K Sell
12,051
-191
-2% -$13K 0.44% 50
2024
Q3 		$692K Sell
12,242
-186
-1% -$10.5K 0.37% 55
2024
Q2 		$738K Sell
12,428
-382
-3% -$22.6K 0.42% 48
2024
Q1 		$742K Sell
12,810
-3,079
-19% -$161K 0.43% 45
2023
Q4 		$782K Sell
15,889
-1
-0% -$43 0.49% 41
2023
Q3 		$649K Buy
15,890
+171
+1% +$7.38K 0.47% 42
2023
Q2 		$671K Sell
15,719
-319
-2% -$12.8K 0.47% 39
2023
Q1 		$599K Buy
16,038
+92
+0.6% +$4.01K 0.45% 40
2022
Q4 		$658K Sell
15,946
-130
-0.8% -$5.75K 0.54% 34
2022
Q3 		$647K Buy
16,076
+455
+3% +$19.5K 0.6% 25
2022
Q2 		$612K Buy
15,621
+482
+3% +$21.2K 0.61% 31
2022
Q1 		$734K Sell
15,139
-625
-4% -$33.5K 0.59% 29
2021
Q4 		$756K Sell
15,764
-128
-0.8% -$6.3K 0.57% 29
2021
Q3 		$738K Sell
15,892
-30
-0.2% -$1.39K 0.59% 27
2021
Q2 		$721K Buy
15,922
+209
+1% +$9.33K 0.56% 28
2021
Q1 		$614K Sell
15,713
-168
-1% -$5.95K 0.51% 29
2020
Q4 		$479K Buy
15,881
+16
+0.1% +$414 0.44% 44
2020
Q3 		$373K Buy
15,865
+3,168
+25% +$78.1K 0.4% 48
2020
Q2 		$325K Buy
12,697
+3,619
+40% +$99K 0.37% 51
2020
Q1 		$261K Buy
+9,078
New +$386K 0.36% 52

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

Element Wealth's WFC Position: Q2 2026 in Review

Element Wealth increased its Wells Fargo (WFC) stake by 1.4% in Q2 2026, buying an estimated $12K and bringing the position to 11,018 shares worth $911K. The position accounts for 0.34% of the portfolio, ranked #75.

Element Wealth first reported a position in WFC in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.03M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Element Wealth held 11,018 shares of Wells Fargo worth $911K as of Q2 2026.
  • Element Wealth bought 149 Wells Fargo shares in Q2 2026, an estimated $12K.
  • Wells Fargo made up 0.34% of Element Wealth's portfolio in Q2 2026, its #75 holding.
  • Element Wealth first reported a position in Wells Fargo in Q1 2020 and has held it in 26 quarters since.
  • Element Wealth's Wells Fargo position peaked at $1.03M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.