Garrett Wealth Advisory Group’s Wells Fargo WFC Stock Holding History

Garrett Wealth Advisory 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	–	Sell	-2,740	Closed	-$218K	–	154
2026 Q1	$218K	Buy	+2,740	New	+$235K	0.04%	126
2020 Q4	–	Sell	-10,105	Closed	-$238K	–	52
2020 Q3	$238K	Sell	10,105 -1,142	-10%	-$28.1K	0.19%	41
2020 Q2	$285K	Buy	11,247 +69	+0.6%	+$1.89K	0.23%	35
2020 Q1	$322K	Buy	11,178 +406	+4%	+$17.3K	0.3%	31
2019 Q4	$577K	Sell	10,772 -645	-6%	-$33.8K	0.43%	29
2019 Q3	$576K	Sell	11,417 -32	-0.3%	-$1.51K	0.4%	30
2019 Q2	$542K	Sell	11,449 -242	-2%	-$11.3K	0.43%	30
2019 Q1	$565K	Sell	11,691 -314	-3%	-$15.4K	0.46%	30
2018 Q4	$551K	Buy	+12,005	New	+$615K	0.5%	23

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

Garrett Wealth Advisory Group's WFC Position: Q2 2026 in Review

Garrett Wealth Advisory Group sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 2,740 shares — an estimated $218K sold.

Garrett Wealth Advisory Group first reported a position in WFC in Q4 2018 and held it in 9 quarters. The position peaked at $577K in Q4 2019. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Garrett Wealth Advisory Group reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Garrett Wealth Advisory Group sold 2,740 Wells Fargo shares in Q2 2026, an estimated $218K.
Garrett Wealth Advisory Group first reported a position in Wells Fargo in Q4 2018 and held it in 9 quarters.
Garrett Wealth Advisory Group's Wells Fargo position peaked at $577K in Q4 2019.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.