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Founders Financial Alliance’s Wells Fargo WFC Stock Holding History

Founders Financial Alliance’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 		$568K Buy
6,871
+154
+2% +$12.4K 0.08% 221
2026
Q1 		$535K Buy
6,717
+1,774
+36% +$152K 0.1% 198
2025
Q4 		$461K Sell
4,943
-1,577
-24% -$137K 0.09% 206
2025
Q3 		$547K Buy
6,520
+1,578
+32% +$128K 0.1% 182
2025
Q2 		$396K Sell
4,942
-1,479
-23% -$107K 0.09% 216
2025
Q1 		$461K Sell
6,421
-514
-7% -$38.6K 0.11% 189
2024
Q4 		$487K Buy
6,935
+75
+1% +$5.12K 0.13% 147
2024
Q3 		$388K Sell
6,860
-490
-7% -$27.7K 0.11% 185
2024
Q2 		$437K Buy
7,350
+378
+5% +$22.3K 0.13% 156
2024
Q1 		$404K Sell
6,972
-218
-3% -$11.4K 0.12% 175
2023
Q4 		$354K Sell
7,190
-325
-4% -$14K 0.14% 161
2023
Q3 		$307K Sell
7,515
-439
-6% -$19K 0.13% 166
2023
Q2 		$339K Buy
7,954
+694
+10% +$27.9K 0.13% 165
2023
Q1 		$277K Sell
7,260
-232
-3% -$10.1K 0.14% 159
2022
Q4 		$309K Sell
7,492
-47
-0.6% -$2.08K 0.14% 159
2022
Q3 		$303K Sell
7,539
-11,645
-61% -$500K 0.15% 148
2022
Q2 		$751K Buy
19,184
+11,677
+156% +$512K 0.38% 71
2022
Q1 		$364K Sell
7,507
-37
-0.5% -$1.98K 0.16% 138
2021
Q4 		$362K Buy
7,544
+2
+0% +$98 0.15% 159
2021
Q3 		$350K Sell
7,542
-98
-1% -$4.54K 0.16% 142
2021
Q2 		$347K Buy
7,640
+114
+2% +$5.09K 0.16% 150
2021
Q1 		$339K Sell
7,526
-70
-0.9% -$2.48K 0.17% 137
2020
Q4 		$228K Sell
7,596
-390
-5% -$10.1K 0.13% 177
2020
Q3 		$188K Buy
+7,986
New +$197K 0.11% 167

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 $3.38T AUM 44.17% 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

Founders Financial Alliance's WFC Position: Q2 2026 in Review

Founders Financial Alliance increased its Wells Fargo (WFC) stake by 2.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 6,871 shares worth $568K. The position accounts for 0.08% of the portfolio, ranked #221.

Founders Financial Alliance first reported a position in WFC in Q3 2020 and has held it in 24 quarters since. The position peaked at $751K in Q2 2022. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Founders Financial Alliance held 6,871 shares of Wells Fargo worth $568K as of Q2 2026.
  • Founders Financial Alliance bought 154 Wells Fargo shares in Q2 2026, an estimated $12.4K.
  • Wells Fargo made up 0.08% of Founders Financial Alliance's portfolio in Q2 2026, its #221 holding.
  • Founders Financial Alliance first reported a position in Wells Fargo in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Wells Fargo position peaked at $751K in Q2 2022.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.