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FSB Premier Wealth Management’s Wells Fargo WFC Stock Holding History

FSB Premier Wealth 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 		$2.88M Sell
34,847
-250
-0.7% -$20.1K 0.81% 36
2026
Q1 		$2.79M Sell
35,097
-7,842
-18% -$674K 0.88% 31
2025
Q4 		$4M Buy
42,939
+2,482
+6% +$215K 1.27% 21
2025
Q3 		$3.39M Buy
40,457
+5,884
+17% +$477K 1.12% 26
2025
Q2 		$2.77M Buy
34,573
+5,707
+20% +$411K 0.99% 26
2025
Q1 		$2.07M Buy
28,866
+3,908
+16% +$293K 0.81% 34
2024
Q4 		$1.75M Sell
24,958
-738
-3% -$50.4K 0.7% 38
2024
Q3 		$1.45M Buy
25,696
+4,295
+20% +$243K 0.59% 41
2024
Q2 		$1.27M Buy
21,401
+5,682
+36% +$335K 0.57% 41
2024
Q1 		$911K Buy
15,719
+3,466
+28% +$181K 0.42% 55
2023
Q4 		$603K Buy
12,253
+1,931
+19% +$83.3K 0.3% 73
2023
Q3 		$422K Buy
10,322
+554
+6% +$23.9K 0.23% 91
2023
Q2 		$417K Sell
9,768
-246
-2% -$9.9K 0.23% 89
2023
Q1 		$374K Buy
10,014
+3,809
+61% +$166K 0.21% 97
2022
Q4 		$256K Buy
6,205
+1,209
+24% +$53.5K 0.14% 125
2022
Q3 		$200K Buy
+4,996
New +$215K 0.12% 129
2022
Q1 		– Sell
-3,077
Closed -$147K – 503
2021
Q4 		$147K Buy
+3,077
New +$151K 0.06% 147

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

FSB Premier Wealth Management's WFC Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Wells Fargo (WFC) stake by 0.71% in Q2 2026, selling an estimated $20.1K and leaving 34,847 shares worth $2.88M. The position accounts for 0.81% of the portfolio, ranked #36.

FSB Premier Wealth Management first reported a position in WFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $4M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • FSB Premier Wealth Management held 34,847 shares of Wells Fargo worth $2.88M as of Q2 2026.
  • FSB Premier Wealth Management sold 250 Wells Fargo shares in Q2 2026, an estimated $20.1K.
  • Wells Fargo made up 0.81% of FSB Premier Wealth Management's portfolio in Q2 2026, its #36 holding.
  • FSB Premier Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 17 quarters since.
  • FSB Premier Wealth Management's Wells Fargo position peaked at $4M in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.