Focused Wealth Management’s Wells Fargo WFC Stock Holding History

Focused 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	$198K	Buy	+2,400	New	+$193K	0.02%	239
2024 Q4	–	Sell	-20,000	Closed	-$1.13M	–	262
2024 Q3	$1.13M	Buy	+20,000	New	+$1.13M	0.15%	70
2021 Q1	–	Sell	-36,000	Closed	-$24K	–	1018
2020 Q4	$24K	Buy	+36,000	New	+$932K	﹤0.01%	446

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

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

Focused Wealth Management increased its Wells Fargo (WFC) stake by 21% in Q2 2026, buying an estimated $165K and bringing the position to 11,675 shares worth $965K. The position accounts for 0.08% of the portfolio, ranked #93.

Focused Wealth Management first reported a position in WFC in Q3 2013 and has held it in 48 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Focused Wealth Management held 11,675 shares of Wells Fargo worth $965K as of Q2 2026.
Focused Wealth Management bought 2,050 Wells Fargo shares in Q2 2026, an estimated $165K.
Wells Fargo made up 0.08% of Focused Wealth Management's portfolio in Q2 2026, its #93 holding.
Focused Wealth Management first reported a position in Wells Fargo in Q3 2013 and has held it in 48 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.