Facet Wealth Inc’s Wells Fargo WFC Stock Holding History

Facet Wealth Inc’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	$716K	Buy	8,667 +830	+11%	+$66.7K	0.01%	160
2026 Q1	$624K	Sell	7,837 -328	-4%	-$28.2K	0.01%	149
2025 Q4	$719K	Buy	8,165 +3,954	+94%	+$343K	0.01%	122
2025 Q3	$353K	Buy	4,211 +1,140	+37%	+$92.4K	0.01%	149
2025 Q2	$248K	Buy	+3,071	New	+$221K	0.01%	158

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Facet Wealth Inc's WFC Position: Q2 2026 in Review

Facet Wealth Inc increased its Wells Fargo (WFC) stake by 11% in Q2 2026, buying an estimated $66.7K and bringing the position to 8,667 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #160.

Facet Wealth Inc first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $719K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Facet Wealth Inc held 8,667 shares of Wells Fargo worth $716K as of Q2 2026.
Facet Wealth Inc bought 830 Wells Fargo shares in Q2 2026, an estimated $66.7K.
Wells Fargo made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #160 holding.
Facet Wealth Inc first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
Facet Wealth Inc's Wells Fargo position peaked at $719K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.