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GDS Wealth Management’s Wells Fargo WFC Stock Holding History

GDS 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 		$310K Buy
3,757
+591
+19% +$47.5K 0.01% 186
2026
Q1 		$252K Sell
3,166
-74
-2% -$6.36K 0.02% 179
2025
Q4 		$302K Hold
3,240
– – 0.02% 152
2025
Q3 		$272K Buy
3,240
+326
+11% +$26.4K 0.02% 157
2025
Q2 		$233K Buy
2,914
+124
+4% +$8.94K 0.02% 155
2025
Q1 		$200K Sell
2,790
-192
-6% -$14.4K 0.02% 165
2024
Q4 		$209K Buy
+2,982
New +$204K 0.02% 164

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

GDS Wealth Management's WFC Position: Q2 2026 in Review

GDS Wealth Management increased its Wells Fargo (WFC) stake by 19% in Q2 2026, buying an estimated $47.5K and bringing the position to 3,757 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #186.

GDS Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • GDS Wealth Management held 3,757 shares of Wells Fargo worth $310K as of Q2 2026.
  • GDS Wealth Management bought 591 Wells Fargo shares in Q2 2026, an estimated $47.5K.
  • Wells Fargo made up 0.01% of GDS Wealth Management's portfolio in Q2 2026, its #186 holding.
  • GDS Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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