Frederick Financial Consultants’s Wells Fargo WFC Stock Holding History

Frederick Financial Consultants’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	$360K	Sell	4,353 -427	-9%	-$34.3K	0.15%	76
2026 Q1	$381K	Buy	4,780 +1,383	+41%	+$119K	0.19%	66
2025 Q4	$317K	Sell	3,397 -382	-10%	-$33.2K	0.17%	73
2025 Q3	$317K	Buy	3,779 +161	+4%	+$13.1K	0.18%	72
2025 Q2	$290K	Buy	3,618 +832	+30%	+$60K	0.18%	71
2025 Q1	$200K	Buy	+2,786	New	+$209K	0.14%	91

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

Frederick Financial Consultants's WFC Position: Q2 2026 in Review

Frederick Financial Consultants reduced its Wells Fargo (WFC) stake by 8.9% in Q2 2026, selling an estimated $34.3K and leaving 4,353 shares worth $360K. The position accounts for 0.15% of the portfolio, ranked #76.

Frederick Financial Consultants first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $381K in Q1 2026. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Frederick Financial Consultants held 4,353 shares of Wells Fargo worth $360K as of Q2 2026.
Frederick Financial Consultants sold 427 Wells Fargo shares in Q2 2026, an estimated $34.3K.
Wells Fargo made up 0.15% of Frederick Financial Consultants's portfolio in Q2 2026, its #76 holding.
Frederick Financial Consultants first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
Frederick Financial Consultants's Wells Fargo position peaked at $381K in Q1 2026.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.