EW
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Evoke Wealth’s Wells Fargo WFC Stock Holding History

Evoke 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 		– Sell
-10,363
Closed -$825K – 673
2026
Q1 		$825K Sell
10,363
-196
-2% -$16.8K 0.01% 308
2025
Q4 		$984K Buy
10,559
+2,412
+30% +$209K 0.02% 269
2025
Q3 		$683K Buy
8,147
+1,805
+28% +$146K 0.01% 300
2025
Q2 		$508K Sell
6,342
-1,310
-17% -$94.5K 0.01% 347
2025
Q1 		$549K Buy
7,652
+121
+2% +$9.09K 0.01% 263
2024
Q4 		$529K Buy
7,531
+1,341
+22% +$91.6K 0.01% 257
2024
Q3 		$350K Buy
+6,190
New +$350K 0.01% 312
2024
Q2 		– Sell
-7,663
Closed -$444K – 397
2024
Q1 		$444K Buy
+7,663
New +$401K 0.01% 269
2023
Q4 		– Sell
-5,378
Closed -$220K – 368
2023
Q3 		$220K Sell
5,378
-2,111
-28% -$91.1K 0.01% 339
2023
Q2 		$320K Buy
+7,489
New +$301K 0.01% 276
2022
Q4 		– Sell
-3,797
Closed -$153K – 1140
2022
Q3 		$153K Sell
3,797
-743
-16% -$31.9K 0.01% 361
2022
Q2 		$178K Buy
4,540
+34
+0.8% +$1.49K 0.01% 327
2022
Q1 		$218K Buy
4,506
+236
+6% +$12.6K 0.01% 341
2021
Q4 		$205K Buy
4,270
+302
+8% +$14.9K 0.01% 360
2021
Q3 		$184K Sell
3,968
-20,468
-84% -$947K 0.01% 350
2021
Q2 		$1.11M Sell
24,436
-17
-0.1% -$759 0.04% 161
2021
Q1 		$955K Sell
24,453
-1,956
-7% -$69.2K 0.04% 158
2020
Q4 		$797K Buy
26,409
+13,044
+98% +$338K 0.05% 112
2020
Q3 		$314K Buy
13,365
+8,093
+154% +$199K 0.03% 171
2020
Q2 		$135K Sell
5,272
-2,159
-29% -$59.1K 0.01% 237
2020
Q1 		$213K Sell
7,431
-4,684
-39% -$199K 0.03% 174
2019
Q4 		$652K Buy
12,115
+343
+3% +$18K 0.08% 110
2019
Q3 		$594K Buy
+11,772
New +$555K 0.07% 135

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

Evoke Wealth's WFC Position: Q2 2026 in Review

Evoke Wealth sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 10,363 shares — an estimated $825K sold.

Evoke Wealth first reported a position in WFC in Q3 2019 and held it in 23 quarters. The position peaked at $1.11M in Q2 2021. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Evoke Wealth reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 10,363 Wells Fargo shares in Q2 2026, an estimated $825K.
  • Evoke Wealth first reported a position in Wells Fargo in Q3 2019 and held it in 23 quarters.
  • Evoke Wealth's Wells Fargo position peaked at $1.11M in Q2 2021.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.