Gilliland Jeter Wealth Management’s Wells Fargo WFC Stock Holding History

Gilliland Jeter 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	$357K	Hold	4,317	–	–	0.09%	148
2026 Q1	$344K	Hold	4,317	–	–	0.1%	145
2025 Q4	$402K	Sell	4,317 -7	-0.2%	-$608	0.12%	126
2025 Q3	$362K	Hold	4,324	–	–	0.11%	132
2025 Q2	$346K	Sell	4,324 -312	-7%	-$22.5K	0.11%	131
2025 Q1	$333K	Hold	4,636	–	–	0.12%	134
2024 Q4	$326K	Sell	4,636 -112	-2%	-$7.65K	0.11%	133
2024 Q3	$268K	Hold	4,748	–	–	0.09%	150
2024 Q2	$282K	Hold	4,748	–	–	0.1%	140
2024 Q1	$275K	Buy	+4,748	New	+$248K	0.1%	144

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

Gilliland Jeter Wealth Management's WFC Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 4,317 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #148.

Gilliland Jeter Wealth Management first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $402K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Gilliland Jeter Wealth Management held 4,317 shares of Wells Fargo worth $357K as of Q2 2026.
Gilliland Jeter Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.09% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #148 holding.
Gilliland Jeter Wealth Management first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Wells Fargo position peaked at $402K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.