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Financial Freedom LLC’s Wells Fargo WFC Stock Holding History

Financial Freedom LLC’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 		– Sell
-1,515
Closed -$121K – 400
2026
Q1 		$121K Buy
1,515
+296
+24% +$25.4K 0.06% 127
2025
Q4 		$114K Buy
1,219
+4
+0.3% +$347 0.06% 131
2025
Q3 		$102K Buy
1,215
+3
+0.2% +$243 0.05% 137
2025
Q2 		$97K Buy
1,212
+5
+0.4% +$361 0.05% 136
2025
Q1 		$86.7K Buy
1,207
+3
+0.2% +$225 0.05% 142
2024
Q4 		$84.6K Buy
1,204
+4
+0.3% +$273 0.04% 137
2024
Q3 		$67.8K Buy
1,200
+5
+0.4% +$283 0.04% 153
2024
Q2 		$71K Buy
1,195
+618
+107% +$36.5K 0.04% 146
2024
Q1 		$33.4K Buy
577
+2
+0.3% +$105 0.02% 182
2023
Q4 		$28.3K Buy
575
+3
+0.5% +$129 0.02% 194
2023
Q3 		$23.4K Sell
572
-18
-3% -$777 0.02% 199
2023
Q2 		$25.2K Buy
590
+3
+0.5% +$121 0.02% 193
2023
Q1 		$22K Buy
587
+2
+0.3% +$87 0.02% 203
2022
Q4 		$24.2K Buy
+585
New +$25.9K 0.02% 195

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 $3.37T AUM 44.26% 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

Financial Freedom LLC's WFC Position: Q2 2026 in Review

Financial Freedom LLC sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 1,515 shares — an estimated $121K sold.

Financial Freedom LLC first reported a position in WFC in Q4 2022 and held it in 14 quarters. The position peaked at $121K in Q1 2026. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Financial Freedom LLC reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 1,515 Wells Fargo shares in Q2 2026, an estimated $121K.
  • Financial Freedom LLC first reported a position in Wells Fargo in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's Wells Fargo position peaked at $121K in Q1 2026.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.