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GLOBALT Investments’s Wells Fargo WFC Stock Holding History

GLOBALT Investments’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 		$6.57M Sell
79,491
-35,689
-31% -$2.87M 0.22% 59
2026
Q1 		$9.17M Sell
115,180
-5,386
-4% -$463K 0.33% 40
2025
Q4 		$11.2M Sell
120,566
-2,393
-2% -$208K 0.41% 35
2025
Q3 		$10.3M Sell
122,959
-1,762
-1% -$143K 0.38% 34
2025
Q2 		$9.99M Sell
124,721
-6,131
-5% -$442K 0.38% 34
2025
Q1 		$9.39M Buy
130,852
+1,612
+1% +$121K 0.38% 34
2024
Q4 		$9.08M Buy
129,240
+27,211
+27% +$1.86M 0.35% 32
2024
Q3 		$5.76M Buy
+102,029
New +$5.77M 0.22% 64

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

GLOBALT Investments's WFC Position: Q2 2026 in Review

GLOBALT Investments reduced its Wells Fargo (WFC) stake by 31% in Q2 2026, selling an estimated $2.87M and leaving 79,491 shares worth $6.57M. The position accounts for 0.22% of the portfolio, ranked #59.

GLOBALT Investments first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q4 2025. 2,854 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • GLOBALT Investments held 79,491 shares of Wells Fargo worth $6.57M as of Q2 2026.
  • GLOBALT Investments sold 35,689 Wells Fargo shares in Q2 2026, an estimated $2.87M.
  • Wells Fargo made up 0.22% of GLOBALT Investments's portfolio in Q2 2026, its #59 holding.
  • GLOBALT Investments first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • GLOBALT Investments's Wells Fargo position peaked at $11.2M in Q4 2025.
  • 2,854 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.