Ellenbecker Investment Group’s Wells Fargo WFC Stock Holding History

Ellenbecker Investment Group’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	$364K	Buy	4,402 +114	+3%	+$9.16K	0.04%	104
2026 Q1	$341K	Buy	4,288 +10	+0.2%	+$859	0.05%	97
2025 Q4	$399K	Buy	4,278 +294	+7%	+$25.5K	0.06%	86
2025 Q3	$334K	Buy	3,984 +20	+0.5%	+$1.62K	0.05%	89
2025 Q2	$318K	Buy	3,964 +20	+0.5%	+$1.44K	0.05%	89
2025 Q1	$283K	Buy	3,944 +19	+0.5%	+$1.43K	0.05%	94
2024 Q4	$276K	Sell	3,925 -493	-11%	-$33.7K	0.05%	93
2024 Q3	$250K	Buy	4,418 +164	+4%	+$9.28K	0.05%	99
2024 Q2	$253K	Sell	4,254 -322	-7%	-$19K	0.05%	99
2024 Q1	$265K	Buy	4,576 +373	+9%	+$19.5K	0.06%	91
2023 Q4	$206K	Buy	+4,203	New	+$181K	0.05%	97
2021 Q4	–	Sell	-4,622	Closed	-$214K	–	91
2021 Q3	$214K	Buy	4,622 +19	+0.4%	+$879	0.07%	69
2021 Q2	$208K	Buy	+4,603	New	+$206K	0.07%	68

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

Ellenbecker Investment Group's WFC Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Wells Fargo (WFC) stake by 2.7% in Q2 2026, buying an estimated $9.16K and bringing the position to 4,402 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #104.

Ellenbecker Investment Group first reported a position in WFC in Q2 2021 and has held it in 13 quarters since. The position peaked at $399K in Q4 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ellenbecker Investment Group held 4,402 shares of Wells Fargo worth $364K as of Q2 2026.
Ellenbecker Investment Group bought 114 Wells Fargo shares in Q2 2026, an estimated $9.16K.
Wells Fargo made up 0.04% of Ellenbecker Investment Group's portfolio in Q2 2026, its #104 holding.
Ellenbecker Investment Group first reported a position in Wells Fargo in Q2 2021 and has held it in 13 quarters since.
Ellenbecker Investment Group's Wells Fargo position peaked at $399K in Q4 2025.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.