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Evolve Private Wealth’s Wells Fargo WFC Stock Holding History

Evolve Private 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 		$1.14M Sell
13,817
-7,291
-35% -$586K 0.07% 249
2026
Q1 		$1.68M Buy
21,108
+7,590
+56% +$652K 0.09% 218
2025
Q4 		$1.26M Buy
+13,518
New +$1.17M 0.07% 244

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

Evolve Private Wealth's WFC Position: Q2 2026 in Review

Evolve Private Wealth reduced its Wells Fargo (WFC) stake by 35% in Q2 2026, selling an estimated $586K and leaving 13,817 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #249.

Evolve Private Wealth first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q1 2026. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Evolve Private Wealth held 13,817 shares of Wells Fargo worth $1.14M as of Q2 2026.
  • Evolve Private Wealth sold 7,291 Wells Fargo shares in Q2 2026, an estimated $586K.
  • Wells Fargo made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #249 holding.
  • Evolve Private Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Wells Fargo position peaked at $1.68M in Q1 2026.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.