Global Wealth Strategies & Associates’s Wells Fargo WFC Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-35	Closed	-$2.79K	–	477
2026 Q1	$2.79K	Buy	+35	New	+$3.01K	﹤0.01%	389
2025 Q4	–	Sell	-66	Closed	-$5.53K	–	605
2025 Q3	$5.53K	Hold	66	–	–	﹤0.01%	333
2025 Q2	$5.29K	Sell	66 -127	-66%	-$9.16K	﹤0.01%	260
2025 Q1	$13.9K	Hold	193	–	–	﹤0.01%	218
2024 Q4	$13.6K	Hold	193	–	–	﹤0.01%	200
2024 Q3	$10.9K	Buy	193 +66	+52%	+$3.73K	﹤0.01%	188
2024 Q2	$7.54K	Hold	127	–	–	﹤0.01%	193
2024 Q1	$7.36K	Buy	+127	New	+$6.64K	﹤0.01%	198
2023 Q2	–	Sell	-46	Closed	-$1.72K	–	357
2023 Q1	$1.72K	Buy	+46	New	+$2K	﹤0.01%	275

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 $3.38T AUM 44.17% 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 Wealth Strategies & Associates's WFC Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 35 shares — an estimated $2.79K sold.

Global Wealth Strategies & Associates first reported a position in WFC in Q1 2023 and held it in 9 quarters. The position peaked at $13.9K in Q1 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 35 Wells Fargo shares in Q2 2026, an estimated $2.79K.
Global Wealth Strategies & Associates first reported a position in Wells Fargo in Q1 2023 and held it in 9 quarters.
Global Wealth Strategies & Associates's Wells Fargo position peaked at $13.9K in Q1 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.