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Empowered Funds’s Wells Fargo WFC Stock Holding History

Empowered Funds’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 		$57.2M Buy
691,898
+6,296
+0.9% +$506K 0.3% 49
2026
Q1 		$54.6M Buy
+685,602
New +$58.9M 0.35% 33
2025
Q4 		– Sell
-281,156
Closed -$23.6M – 1918
2025
Q3 		$23.6M Buy
281,156
+31,513
+13% +$2.56M 0.24% 68
2025
Q2 		$20M Buy
249,643
+10,819
+5% +$780K 0.23% 86
2025
Q1 		$17.1M Buy
238,824
+48,494
+25% +$3.64M 0.24% 73
2024
Q4 		$13.4M Buy
190,330
+30,510
+19% +$2.08M 0.2% 95
2024
Q3 		$9.03M Buy
159,820
+19,114
+14% +$1.08M 0.14% 169
2024
Q2 		$8.36M Buy
140,706
+15,987
+13% +$944K 0.14% 164
2024
Q1 		$7.23M Sell
124,719
-48,086
-28% -$2.52M 0.13% 214
2023
Q4 		$8.51M Buy
172,805
+22,357
+15% +$965K 0.21% 100
2023
Q3 		$6.15M Buy
150,448
+5,580
+4% +$241K 0.18% 122
2023
Q2 		$6.18M Buy
144,868
+35,299
+32% +$1.42M 0.22% 91
2023
Q1 		$4.1M Buy
109,569
+438
+0.4% +$19.1K 0.24% 126
2022
Q4 		$4.51M Buy
109,131
+83,966
+334% +$3.72M 0.29% 98
2022
Q3 		$1.01M Buy
25,165
+3,430
+16% +$147K 0.1% 169
2022
Q2 		$851K Sell
21,735
-31,428
-59% -$1.38M 0.11% 188
2022
Q1 		$2.58M Buy
53,163
+14,989
+39% +$802K 0.28% 104
2021
Q4 		$1.83M Buy
+38,174
New +$1.88M 0.21% 113

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

Empowered Funds's WFC Position: Q2 2026 in Review

Empowered Funds increased its Wells Fargo (WFC) stake by 0.92% in Q2 2026, buying an estimated $506K and bringing the position to 691,898 shares worth $57.2M. The position accounts for 0.3% of the portfolio, ranked #49.

Empowered Funds first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Empowered Funds held 691,898 shares of Wells Fargo worth $57.2M as of Q2 2026.
  • Empowered Funds bought 6,296 Wells Fargo shares in Q2 2026, an estimated $506K.
  • Wells Fargo made up 0.3% of Empowered Funds's portfolio in Q2 2026, its #49 holding.
  • Empowered Funds first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.