Finer Wealth Management’s Wells Fargo WFC Stock Holding History

Finer Wealth 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	$263K	Hold	3,187	–	–	0.12%	80
2026 Q1	$254K	Sell	3,187 -43	-1%	-$3.69K	0.13%	80
2025 Q4	$301K	Hold	3,230	–	–	0.15%	68
2025 Q3	$271K	Sell	3,230 -34	-1%	-$2.76K	0.13%	75
2025 Q2	$262K	Sell	3,264 -62	-2%	-$4.47K	0.14%	79
2025 Q1	$239K	Sell	3,326 -56	-2%	-$4.2K	0.14%	78
2024 Q4	$238K	Buy	+3,382	New	+$231K	0.14%	78
2024 Q3	–	Sell	-3,551	Closed	-$211K	–	81
2024 Q2	$211K	Sell	3,551 -30	-0.8%	-$1.77K	0.14%	71
2024 Q1	$208K	Sell	3,581 -1,029	-22%	-$53.8K	0.14%	74
2023 Q4	$227K	Sell	4,610 -1,233	-21%	-$53.2K	0.17%	74
2023 Q3	$239K	Buy	5,843 +353	+6%	+$15.2K	0.19%	71
2023 Q2	$234K	Sell	5,490 -40	-0.7%	-$1.61K	0.18%	78
2023 Q1	$207K	Buy	+5,530	New	+$241K	0.17%	80

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

Finer Wealth Management's WFC Position: Q2 2026 in Review

Finer Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 3,187 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #80.

Finer Wealth Management first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $301K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Finer Wealth Management held 3,187 shares of Wells Fargo worth $263K as of Q2 2026.
Finer Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.12% of Finer Wealth Management's portfolio in Q2 2026, its #80 holding.
Finer Wealth Management first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Finer Wealth Management's Wells Fargo position peaked at $301K in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.