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GeoWealth Management’s Wells Fargo WFC Stock Holding History

GeoWealth 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 		$2.53M Sell
30,558
-307
-1% -$24.7K 0.08% 150
2026
Q1 		$2.46M Sell
30,865
-2,950
-9% -$253K 0.09% 137
2025
Q4 		$3.15M Buy
33,815
+500
+2% +$43.4K 0.12% 113
2025
Q3 		$2.79M Buy
33,315
+17,199
+107% +$1.39M 0.1% 131
2025
Q2 		$1.29M Sell
16,116
-244
-1% -$17.6K 0.05% 212
2025
Q1 		$1.17M Sell
16,360
-5,949
-27% -$447K 0.05% 226
2024
Q4 		$1.57M Buy
22,309
+4,243
+23% +$290K 0.05% 209
2024
Q3 		$1.02M Sell
18,066
-1,492
-8% -$84.4K 0.04% 305
2024
Q2 		$1.16M Buy
19,558
+1,129
+6% +$66.7K 0.05% 238
2024
Q1 		$1.07M Buy
18,429
+7,926
+75% +$415K 0.04% 278
2023
Q4 		$518K Buy
10,503
+8,386
+396% +$362K 0.04% 329
2023
Q3 		$86K Buy
2,117
+1,108
+110% +$47.8K 0.01% 348
2023
Q2 		$44K Buy
1,009
+594
+143% +$23.9K ﹤0.01% 337
2023
Q1 		$17K Sell
415
-2,088
-83% -$91K ﹤0.01% 330
2022
Q4 		$104K Buy
2,503
+64
+3% +$2.83K 0.01% 272
2022
Q3 		$98K Buy
+2,439
New +$105K 0.01% 274
2022
Q2 		– Sell
-21
Closed -$1K – 408
2022
Q1 		$1K Sell
21
-600
-97% -$32.1K ﹤0.01% 393
2021
Q4 		$30K Sell
621
-4
-0.6% -$197 ﹤0.01% 334
2021
Q3 		$29K Buy
625
+25
+4% +$1.16K ﹤0.01% 343
2021
Q2 		$27K Buy
+600
New +$26.8K ﹤0.01% 265

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 $3.37T AUM 44.26% 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

GeoWealth Management's WFC Position: Q2 2026 in Review

GeoWealth Management reduced its Wells Fargo (WFC) stake by 0.99% in Q2 2026, selling an estimated $24.7K and leaving 30,558 shares worth $2.53M. The position accounts for 0.08% of the portfolio, ranked #150.

GeoWealth Management first reported a position in WFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.15M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • GeoWealth Management held 30,558 shares of Wells Fargo worth $2.53M as of Q2 2026.
  • GeoWealth Management sold 307 Wells Fargo shares in Q2 2026, an estimated $24.7K.
  • Wells Fargo made up 0.08% of GeoWealth Management's portfolio in Q2 2026, its #150 holding.
  • GeoWealth Management first reported a position in Wells Fargo in Q2 2021 and has held it in 20 quarters since.
  • GeoWealth Management's Wells Fargo position peaked at $3.15M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.