Ellevest Inc’s Wells Fargo WFC Stock Holding History

Ellevest Inc’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	–	Sell	-3,092	Closed	-$246K	–	502
2026 Q1	$246K	Hold	3,092	–	–	0.03%	364
2025 Q4	$288K	Sell	3,092 -19	-0.6%	-$1.65K	0.04%	336
2025 Q3	$261K	Sell	3,111 -1,568	-34%	-$127K	0.04%	362
2025 Q2	$375K	Sell	4,679 -452	-9%	-$32.6K	0.06%	256
2025 Q1	$368K	Buy	5,131 +2	+0%	+$150	0.02%	248
2024 Q4	$360K	Sell	5,129 -2	-0%	-$137	0.02%	274
2024 Q3	$290K	Buy	5,131 +21	+0.4%	+$1.19K	0.02%	334
2024 Q2	$303K	Sell	5,110 -127	-2%	-$7.5K	0.02%	311
2024 Q1	$304K	Buy	+5,237	New	+$274K	0.02%	307
2023 Q2	–	Sell	-728	Closed	-$27.2K	–	1625
2023 Q1	$27.2K	Buy	+728	New	+$31.7K	﹤0.01%	767
2020 Q1	–	Sell	-142	Closed	-$8K	–	1318
2019 Q4	$8K	Hold	142	–	–	﹤0.01%	558
2019 Q3	$7K	Sell	142 -74	-34%	-$3.49K	﹤0.01%	252
2019 Q2	$10K	Buy	+216	New	+$10.1K	﹤0.01%	255

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

Ellevest Inc's WFC Position: Q2 2026 in Review

Ellevest Inc sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 3,092 shares — an estimated $246K sold.

Ellevest Inc first reported a position in WFC in Q2 2019 and held it in 13 quarters. The position peaked at $375K in Q2 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ellevest Inc reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Ellevest Inc sold 3,092 Wells Fargo shares in Q2 2026, an estimated $246K.
Ellevest Inc first reported a position in Wells Fargo in Q2 2019 and held it in 13 quarters.
Ellevest Inc's Wells Fargo position peaked at $375K in Q2 2025.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.