Fountainhead AM’s Wells Fargo WFC Stock Holding History

Fountainhead AM’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	$111K	Sell	1,342 -72	-5%	-$5.79K	0.08%	128
2026 Q1	$113K	Buy	1,414 +862	+156%	+$74K	0.1%	130
2025 Q4	$51.5K	Sell	552 -4,976	-90%	-$432K	0.08%	101
2025 Q3	$463K	Sell	5,528 -432	-7%	-$35K	0.06%	128
2025 Q2	$478K	Buy	5,960 +1,801	+43%	+$130K	0.07%	117
2025 Q1	$299K	Buy	4,159 +733	+21%	+$55K	0.05%	135
2024 Q4	$241K	Buy	+3,426	New	+$234K	0.04%	145

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

Fountainhead AM's WFC Position: Q2 2026 in Review

Fountainhead AM reduced its Wells Fargo (WFC) stake by 5.1% in Q2 2026, selling an estimated $5.79K and leaving 1,342 shares worth $111K. The position accounts for 0.08% of the portfolio, ranked #128.

Fountainhead AM first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $478K in Q2 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Fountainhead AM held 1,342 shares of Wells Fargo worth $111K as of Q2 2026.
Fountainhead AM sold 72 Wells Fargo shares in Q2 2026, an estimated $5.79K.
Wells Fargo made up 0.08% of Fountainhead AM's portfolio in Q2 2026, its #128 holding.
Fountainhead AM first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Fountainhead AM's Wells Fargo position peaked at $478K in Q2 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.