Financial Security Advisor’s Wells Fargo WFC Stock Holding History

Financial Security Advisor’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	$290K	Sell	3,510 -175	-5%	-$14.1K	0.05%	134
2026 Q1	$293K	Buy	3,685 +17	+0.5%	+$1.46K	0.05%	125
2025 Q4	$342K	Sell	3,668 -65	-2%	-$5.64K	0.07%	108
2025 Q3	$313K	Sell	3,733 -192	-5%	-$15.6K	0.07%	105
2025 Q2	$314K	Buy	3,925 +86	+2%	+$6.2K	0.07%	96
2025 Q1	$276K	Buy	3,839 +96	+3%	+$7.21K	0.07%	94
2024 Q4	$263K	Sell	3,743 -100	-3%	-$6.83K	0.07%	97
2024 Q3	$217K	Sell	3,843 -261	-6%	-$14.8K	0.05%	106
2024 Q2	$244K	Buy	4,104 +13	+0.3%	+$767	0.08%	92
2024 Q1	$237K	Buy	4,091 +13	+0.3%	+$680	0.08%	93
2023 Q4	$201K	Buy	+4,078	New	+$176K	0.08%	97

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

Financial Security Advisor's WFC Position: Q2 2026 in Review

Financial Security Advisor reduced its Wells Fargo (WFC) stake by 4.7% in Q2 2026, selling an estimated $14.1K and leaving 3,510 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #134.

Financial Security Advisor first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $342K in Q4 2025. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Financial Security Advisor held 3,510 shares of Wells Fargo worth $290K as of Q2 2026.
Financial Security Advisor sold 175 Wells Fargo shares in Q2 2026, an estimated $14.1K.
Wells Fargo made up 0.05% of Financial Security Advisor's portfolio in Q2 2026, its #134 holding.
Financial Security Advisor first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Financial Security Advisor's Wells Fargo position peaked at $342K in Q4 2025.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.