Fortis Capital Management’s Wells Fargo WFC Stock Holding History

Fortis Capital 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	$316K	Buy	3,828 +587	+18%	+$47.2K	0.04%	179
2026 Q1	$258K	Sell	3,241 -114	-3%	-$9.79K	0.03%	180
2025 Q4	$313K	Buy	+3,355	New	+$291K	0.04%	153

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

Fortis Capital Management's WFC Position: Q2 2026 in Review

Fortis Capital Management increased its Wells Fargo (WFC) stake by 18% in Q2 2026, buying an estimated $47.2K and bringing the position to 3,828 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #179.

Fortis Capital Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Fortis Capital Management held 3,828 shares of Wells Fargo worth $316K as of Q2 2026.
Fortis Capital Management bought 587 Wells Fargo shares in Q2 2026, an estimated $47.2K.
Wells Fargo made up 0.04% of Fortis Capital Management's portfolio in Q2 2026, its #179 holding.
Fortis Capital Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.