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Evolution Wealth Management’s Wells Fargo WFC Stock Holding History

Evolution Wealth Management’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 		$18.5K Buy
224
+82
+58% +$6.59K 0.01% 480
2026
Q1 		$11.3K Buy
142
+126
+788% +$10.8K 0.01% 495
2025
Q4 		$1.49K Buy
16
+6
+60% +$521 ﹤0.01% 665
2025
Q3 		$838 Buy
+10
New +$811 ﹤0.01% 546

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

Evolution Wealth Management's WFC Position: Q2 2026 in Review

Evolution Wealth Management increased its Wells Fargo (WFC) stake by 58% in Q2 2026, buying an estimated $6.59K and bringing the position to 224 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #480.

Evolution Wealth Management first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Evolution Wealth Management held 224 shares of Wells Fargo worth $18.5K as of Q2 2026.
  • Evolution Wealth Management bought 82 Wells Fargo shares in Q2 2026, an estimated $6.59K.
  • Wells Fargo made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Evolution Wealth Management first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.