Gleason Group’s Wells Fargo WFC Stock Holding History

Gleason 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	$14.3K	Buy	+173	New	+$13.9K	﹤0.01%	196
2024 Q3	–	Sell	-228	Closed	-$13.5K	–	266
2024 Q2	$13.5K	Buy	228 +2	+0.9%	+$118	﹤0.01%	177
2024 Q1	$13.1K	Buy	226 +1	+0.4%	+$52	﹤0.01%	163
2023 Q4	$11.1K	Buy	225 +2	+0.9%	+$86	﹤0.01%	176
2023 Q3	$9.11K	Buy	223 +2	+0.9%	+$86	﹤0.01%	190
2023 Q2	$9.44K	Buy	221 +2	+0.9%	+$81	﹤0.01%	189
2023 Q1	$8.2K	Buy	219 +1	+0.5%	+$44	﹤0.01%	188
2022 Q4	$9K	Buy	218 +2	+0.9%	+$89	﹤0.01%	174
2022 Q3	$9K	Buy	216 +1	+0.5%	+$43	﹤0.01%	182
2022 Q2	$8K	Buy	215 +1	+0.5%	+$44	﹤0.01%	180
2022 Q1	$10K	Buy	214 +1	+0.5%	+$54	﹤0.01%	172
2021 Q4	$10K	Buy	213 +1	+0.5%	+$49	﹤0.01%	160
2021 Q3	$10K	Buy	212 +1	+0.5%	+$46	﹤0.01%	164
2021 Q2	$10K	Buy	211 +1	+0.5%	+$45	﹤0.01%	163
2021 Q1	$8K	Hold	210	–	–	﹤0.01%	162
2020 Q4	$6K	Buy	210 +1	+0.5%	+$26	﹤0.01%	165
2020 Q3	$5K	Buy	209 +1	+0.5%	+$25	﹤0.01%	157
2020 Q2	$5K	Sell	208 -1,509	-88%	-$41.3K	﹤0.01%	161
2020 Q1	$49K	Buy	1,717 +21	+1%	+$893	0.04%	79
2019 Q4	$91K	Buy	+1,696	New	+$88.8K	0.05%	76

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

Gleason Group's WFC Position: Q2 2026 in Review

Gleason Group opened a new position in Wells Fargo (WFC) in Q2 2026: 173 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Gleason Group previously reported a position in WFC as recently as Q2 2024.

Gleason Group first reported a position in WFC in Q4 2019 and has held it in 20 quarters since. The position peaked at $91K in Q4 2019. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Gleason Group held 173 shares of Wells Fargo worth $14.3K as of Q2 2026.
Wells Fargo was a new Gleason Group position in Q2 2026.
Wells Fargo made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #196 holding.
Gleason Group first reported a position in Wells Fargo in Q4 2019 and has held it in 20 quarters since.
Gleason Group's Wells Fargo position peaked at $91K in Q4 2019.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.