Family Management’s Wells Fargo WFC Stock Holding History

Family 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	$4.09M	Buy	49,501 +1,302	+3%	+$105K	0.42%	51
2026 Q1	$3.84M	Buy	48,199 +173	+0.4%	+$14.9K	0.46%	53
2025 Q4	$4.48M	Buy	48,026 +41,548	+641%	+$3.61M	0.57%	52
2025 Q3	$543K	Buy	6,478 +2,142	+49%	+$174K	0.07%	124
2025 Q2	$347K	Buy	+4,336	New	+$313K	0.05%	143
2023 Q1	–	Sell	-5,073	Closed	-$209K	–	180
2022 Q4	$209K	Buy	+5,073	New	+$225K	0.05%	133
2021 Q2	–	Sell	-5,173	Closed	-$202K	–	205
2021 Q1	$202K	Buy	+5,173	New	+$183K	0.06%	143
2020 Q1	–	Sell	-5,783	Closed	-$311K	–	199
2019 Q4	$311K	Buy	5,783 +500	+9%	+$26.2K	0.11%	115
2019 Q3	$266K	Buy	+5,283	New	+$249K	0.1%	118
2018 Q3	–	Sell	-54,507	Closed	-$3.02M	–	76
2018 Q2	$3.02M	Buy	54,507 +1,201	+2%	+$64.3K	1.87%	22
2018 Q1	$2.79M	Buy	+53,306	New	+$3.17M	2.1%	21
2014 Q4	–	Sell	-74,923	Closed	-$3.89M	–	95
2014 Q3	$3.89M	Sell	74,923 -2,538	-3%	-$131K	1.77%	25
2014 Q2	$4.07M	Sell	77,461 -983	-1%	-$49.4K	1.98%	23
2014 Q1	$3.9M	Sell	78,444 -44,595	-36%	-$2.08M	2.03%	24
2013 Q4	$5.59M	Sell	123,039 -1,411	-1%	-$60.9K	3.21%	9
2013 Q3	$5.14M	Sell	124,450 -30,200	-20%	-$1.29M	3.32%	7
2013 Q2	$6.38M	Buy	+154,650	New	+$6.03M	3.88%	4

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 Management's WFC Position: Q2 2026 in Review

Family Management increased its Wells Fargo (WFC) stake by 2.7% in Q2 2026, buying an estimated $105K and bringing the position to 49,501 shares worth $4.09M. The position accounts for 0.42% of the portfolio, ranked #51.

Family Management first reported a position in WFC in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.38M in Q2 2013. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Family Management held 49,501 shares of Wells Fargo worth $4.09M as of Q2 2026.
Family Management bought 1,302 Wells Fargo shares in Q2 2026, an estimated $105K.
Wells Fargo made up 0.42% of Family Management's portfolio in Q2 2026, its #51 holding.
Family Management first reported a position in Wells Fargo in Q2 2013 and has held it in 17 quarters since.
Family Management's Wells Fargo position peaked at $6.38M in Q2 2013.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.