Elk River Wealth Management’s Wells Fargo WFC Stock Holding History

Elk River Wealth Management’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	$218K	Sell	2,638 -300	-10%	-$24.1K	0.03%	101
2026 Q1	$234K	Buy	2,938 +138	+5%	+$11.9K	0.04%	97
2025 Q4	$261K	Hold	2,800	–	–	0.04%	94
2025 Q3	$235K	Hold	2,800	–	–	0.04%	99
2025 Q2	$224K	Hold	2,800	–	–	0.04%	93
2025 Q1	$201K	Buy	+2,800	New	+$210K	0.04%	93

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

Elk River Wealth Management's WFC Position: Q2 2026 in Review

Elk River Wealth Management reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $24.1K and leaving 2,638 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #101.

Elk River Wealth Management first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $261K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Elk River Wealth Management held 2,638 shares of Wells Fargo worth $218K as of Q2 2026.
Elk River Wealth Management sold 300 Wells Fargo shares in Q2 2026, an estimated $24.1K.
Wells Fargo made up 0.03% of Elk River Wealth Management's portfolio in Q2 2026, its #101 holding.
Elk River Wealth Management first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
Elk River Wealth Management's Wells Fargo position peaked at $261K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.