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Entruity Wealth’s Wells Fargo WFC Stock Holding History

Entruity Wealth’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 		$827K Sell
10,003
-623
-6% -$50.1K 0.53% 35
2026
Q1 		$846K Sell
10,626
-565
-5% -$48.5K 0.57% 32
2025
Q4 		$1.04M Sell
11,191
-585
-5% -$50.8K 0.74% 29
2025
Q3 		$987K Sell
11,776
-535
-4% -$43.4K 0.77% 30
2025
Q2 		$986K Sell
12,311
-610
-5% -$44K 0.84% 29
2025
Q1 		$928K Sell
12,921
-350
-3% -$26.3K 0.87% 29
2024
Q4 		$932K Buy
+13,271
New +$906K 0.92% 28

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

Entruity Wealth's WFC Position: Q2 2026 in Review

Entruity Wealth reduced its Wells Fargo (WFC) stake by 5.9% in Q2 2026, selling an estimated $50.1K and leaving 10,003 shares worth $827K. The position accounts for 0.53% of the portfolio, ranked #35.

Entruity Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Entruity Wealth held 10,003 shares of Wells Fargo worth $827K as of Q2 2026.
  • Entruity Wealth sold 623 Wells Fargo shares in Q2 2026, an estimated $50.1K.
  • Wells Fargo made up 0.53% of Entruity Wealth's portfolio in Q2 2026, its #35 holding.
  • Entruity Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Entruity Wealth's Wells Fargo position peaked at $1.04M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Entruity Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.