Global Financial Private Client’s Wells Fargo WFC Stock Holding History

Global Financial Private Client’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	$210K	Buy	+2,537	New	+$204K	0.06%	241
2026 Q1	–	Sell	-2,355	Closed	-$219K	–	246
2025 Q4	$219K	Buy	+2,355	New	+$204K	0.08%	214
2025 Q2	–	Sell	-2,118	Closed	-$152K	–	1592
2025 Q1	$152K	Buy	2,118 +90	+4%	+$6.76K	0.06%	223
2024 Q4	$142K	Sell	2,028 -676	-25%	-$46.2K	0.05%	230
2024 Q3	$153K	Buy	2,704 +683	+34%	+$38.6K	0.06%	215
2024 Q2	$120K	Hold	2,021	–	–	0.05%	219
2024 Q1	$116K	Hold	2,021	–	–	0.05%	218
2023 Q4	$99.5K	Hold	2,021	–	–	0.05%	228
2023 Q3	$80.1K	Hold	2,021	–	–	0.04%	239
2023 Q2	$87.7K	Hold	2,021	–	–	0.04%	236
2023 Q1	$76.2K	Hold	2,021	–	–	0.04%	238
2022 Q4	$83.4K	Hold	2,021	–	–	0.05%	220
2022 Q3	$84K	Hold	2,021	–	–	0.05%	211
2022 Q2	$80.7K	Hold	2,021	–	–	0.05%	212
2022 Q1	$98.4K	Hold	2,021	–	–	0.05%	197
2021 Q4	$97K	Hold	2,021	–	–	0.05%	208
2021 Q3	$95K	Hold	2,021	–	–	0.05%	190
2021 Q2	$91.8K	Hold	2,021	–	–	0.05%	189
2021 Q1	$80.1K	Hold	2,021	–	–	0.06%	173
2020 Q4	$61K	Buy	2,021 +805	+66%	+$20.8K	0.05%	176
2020 Q3	$28.6K	Hold	1,216	–	–	0.02%	233
2020 Q2	$30.5K	Hold	1,216	–	–	0.03%	260
2020 Q1	$32.3K	Hold	1,216	–	–	0.03%	257
2019 Q4	$65.4K	Buy	+1,216	New	+$63.7K	0.05%	208

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

Global Financial Private Client's WFC Position: Q2 2026 in Review

Global Financial Private Client opened a new position in Wells Fargo (WFC) in Q2 2026: 2,537 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #241 among its holdings. This is a return to the name: Global Financial Private Client previously reported a position in WFC as recently as Q4 2025.

Global Financial Private Client first reported a position in WFC in Q4 2019 and has held it in 24 quarters since. The position peaked at $219K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Global Financial Private Client held 2,537 shares of Wells Fargo worth $210K as of Q2 2026.
Wells Fargo was a new Global Financial Private Client position in Q2 2026.
Wells Fargo made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #241 holding.
Global Financial Private Client first reported a position in Wells Fargo in Q4 2019 and has held it in 24 quarters since.
Global Financial Private Client's Wells Fargo position peaked at $219K in Q4 2025.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.