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Ethos Financial Group’s Wells Fargo WFC Stock Holding History

Ethos Financial 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 		$230K Sell
2,743
-826
-23% -$66.4K 0.02% 537
2026
Q1 		$286K Buy
3,569
+516
+17% +$44.3K 0.02% 413
2025
Q4 		$285K Buy
3,053
+448
+17% +$38.9K 0.02% 401
2025
Q3 		$218K Sell
2,605
-493
-16% -$40K 0.02% 428
2025
Q2 		$248K Buy
3,098
+247
+9% +$17.8K 0.02% 378
2025
Q1 		$201K Buy
2,851
+484
+20% +$36.3K 0.02% 392
2024
Q4 		$166K Buy
+2,367
New +$162K 0.02% 302

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 $3.38T AUM 44.17% 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

Ethos Financial Group's WFC Position: Q2 2026 in Review

Ethos Financial Group reduced its Wells Fargo (WFC) stake by 23% in Q2 2026, selling an estimated $66.4K and leaving 2,743 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #537.

Ethos Financial Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q1 2026. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ethos Financial Group held 2,743 shares of Wells Fargo worth $230K as of Q2 2026.
  • Ethos Financial Group sold 826 Wells Fargo shares in Q2 2026, an estimated $66.4K.
  • Wells Fargo made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #537 holding.
  • Ethos Financial Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Ethos Financial Group's Wells Fargo position peaked at $286K in Q1 2026.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.