EIA
WFC icon

Emerald Investment Advisers’s Wells Fargo WFC Stock Holding History

Emerald Investment Advisers’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 		$2.56M Buy
31,002
+14,740
+91% +$1.18M 0.17% 169
2026
Q1 		$1.29M Buy
+16,262
New +$1.4M 0.12% 171

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

Emerald Investment Advisers's WFC Position: Q2 2026 in Review

Emerald Investment Advisers increased its Wells Fargo (WFC) stake by 91% in Q2 2026, buying an estimated $1.18M and bringing the position to 31,002 shares worth $2.56M. The position accounts for 0.17% of the portfolio, ranked #169.

Emerald Investment Advisers first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,856 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Emerald Investment Advisers held 31,002 shares of Wells Fargo worth $2.56M as of Q2 2026.
  • Emerald Investment Advisers bought 14,740 Wells Fargo shares in Q2 2026, an estimated $1.18M.
  • Wells Fargo made up 0.17% of Emerald Investment Advisers's portfolio in Q2 2026, its #169 holding.
  • Emerald Investment Advisers first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • 2,856 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.