Family Capital Management’s Wells Fargo WFC Stock Holding History

Family Capital 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	$336K	Sell	4,061 -131	-3%	-$10.5K	0.13%	82
2026 Q1	$334K	Buy	+4,192	New	+$360K	0.15%	76

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

Family Capital Management's WFC Position: Q2 2026 in Review

Family Capital Management reduced its Wells Fargo (WFC) stake by 3.1% in Q2 2026, selling an estimated $10.5K and leaving 4,061 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #82.

Family Capital Management first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Family Capital Management held 4,061 shares of Wells Fargo worth $336K as of Q2 2026.
Family Capital Management sold 131 Wells Fargo shares in Q2 2026, an estimated $10.5K.
Wells Fargo made up 0.13% of Family Capital Management's portfolio in Q2 2026, its #82 holding.
Family Capital Management first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.