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Fortress Financial Group’s Wells Fargo WFC Stock Holding History

Fortress Financial Group’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 		$517K Buy
6,252
+17
+0.3% +$1.37K 0.26% 38
2026
Q1 		$496K Sell
6,235
-90
-1% -$7.73K 0.37% 37
2025
Q4 		$589K Buy
6,325
+16
+0.3% +$1.39K 0.44% 36
2025
Q3 		$529K Buy
6,309
+17
+0.3% +$1.38K 0.41% 36
2025
Q2 		$504K Buy
6,292
+16
+0.3% +$1.15K 0.43% 36
2025
Q1 		$451K Buy
6,276
+15
+0.2% +$1.13K 0.45% 40
2024
Q4 		$440K Buy
+6,261
New +$427K 0.44% 37

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortress Financial Group's WFC Position: Q2 2026 in Review

Fortress Financial Group increased its Wells Fargo (WFC) stake by 0.27% in Q2 2026, buying an estimated $1.37K and bringing the position to 6,252 shares worth $517K. The position accounts for 0.26% of the portfolio, ranked #38.

Fortress Financial Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $589K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Fortress Financial Group held 6,252 shares of Wells Fargo worth $517K as of Q2 2026.
  • Fortress Financial Group bought 17 Wells Fargo shares in Q2 2026, an estimated $1.37K.
  • Wells Fargo made up 0.26% of Fortress Financial Group's portfolio in Q2 2026, its #38 holding.
  • Fortress Financial Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Fortress Financial Group's Wells Fargo position peaked at $589K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.