Financial Insights’s Wells Fargo WFC Stock Holding History

Financial Insights’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	$666K	Sell	8,055 -700	-8%	-$56.3K	0.18%	75
2026 Q1	$697K	Sell	8,755 -223	-2%	-$19.2K	0.23%	64
2025 Q4	$837K	Buy	8,978 +370	+4%	+$32.1K	0.28%	54
2025 Q3	$722K	Buy	8,608 +1,258	+17%	+$102K	0.24%	55
2025 Q2	$589K	Hold	7,350	–	–	0.22%	63
2025 Q1	$528K	Hold	7,350	–	–	0.21%	60
2024 Q4	$516K	Hold	7,350	–	–	0.19%	66
2024 Q3	$415K	Sell	7,350 -403	-5%	-$22.8K	0.13%	98
2024 Q2	$460K	Buy	7,753 +4,078	+111%	+$241K	0.13%	103
2024 Q1	$213K	Buy	+3,675	New	+$192K	0.06%	156
2023 Q2	–	Sell	-7,090	Closed	-$265K	–	163
2023 Q1	$265K	Sell	7,090 -11,378	-62%	-$496K	0.11%	144
2022 Q4	$763K	Buy	18,468 +6,956	+60%	+$308K	0.36%	54
2022 Q3	$463K	Buy	+11,512	New	+$495K	0.31%	67

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 $3.38T AUM 44.17% 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

Financial Insights's WFC Position: Q2 2026 in Review

Financial Insights reduced its Wells Fargo (WFC) stake by 8% in Q2 2026, selling an estimated $56.3K and leaving 8,055 shares worth $666K. The position accounts for 0.18% of the portfolio, ranked #75.

Financial Insights first reported a position in WFC in Q3 2022 and has held it in 13 quarters since. The position peaked at $837K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Financial Insights held 8,055 shares of Wells Fargo worth $666K as of Q2 2026.
Financial Insights sold 700 Wells Fargo shares in Q2 2026, an estimated $56.3K.
Wells Fargo made up 0.18% of Financial Insights's portfolio in Q2 2026, its #75 holding.
Financial Insights first reported a position in Wells Fargo in Q3 2022 and has held it in 13 quarters since.
Financial Insights's Wells Fargo position peaked at $837K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.