Fiduciary Family Office’s Wells Fargo WFC Stock Holding History

Fiduciary Family Office’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	$3.13M	Sell	37,871 -53	-0.1%	-$4.26K	0.78%	21
2026 Q1	$3.02M	Buy	37,924 +2,965	+8%	+$255K	0.86%	20
2025 Q4	$3.26M	Sell	34,959 -634	-2%	-$55K	0.94%	15
2025 Q3	$2.98M	Sell	35,593 -2,028	-5%	-$164K	0.85%	16
2025 Q2	$3.01M	Sell	37,621 -1,327	-3%	-$95.7K	0.99%	15
2025 Q1	$2.8M	Buy	+38,948	New	+$2.92M	0.93%	13
2024 Q4	–	Sell	-42,391	Closed	-$2.39M	–	257
2024 Q3	$2.39M	Sell	42,391 -2,582	-6%	-$146K	0.79%	19
2024 Q2	$2.67M	Sell	44,973 -2,339	-5%	-$138K	1.05%	13
2024 Q1	$2.74M	Buy	47,312 +13,914	+42%	+$728K	1.08%	12
2023 Q4	$1.64M	Buy	+33,398	New	+$1.44M	0.72%	24

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

Fiduciary Family Office's WFC Position: Q2 2026 in Review

Fiduciary Family Office reduced its Wells Fargo (WFC) stake by 0.14% in Q2 2026, selling an estimated $4.26K and leaving 37,871 shares worth $3.13M. The position accounts for 0.78% of the portfolio, ranked #21.

Fiduciary Family Office first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.26M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Fiduciary Family Office held 37,871 shares of Wells Fargo worth $3.13M as of Q2 2026.
Fiduciary Family Office sold 53 Wells Fargo shares in Q2 2026, an estimated $4.26K.
Wells Fargo made up 0.78% of Fiduciary Family Office's portfolio in Q2 2026, its #21 holding.
Fiduciary Family Office first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Wells Fargo position peaked at $3.26M in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.