Grandview Asset Management’s Wells Fargo WFC Stock Holding History

Grandview Asset 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	–	Sell	-2,694	Closed	-$214K	–	150
2026 Q1	$214K	Buy	2,694 +13	+0.5%	+$1.12K	0.06%	131
2025 Q4	$250K	Sell	2,681 -446	-14%	-$38.7K	0.07%	125
2025 Q3	$262K	Buy	+3,127	New	+$254K	0.07%	122
2021 Q2	–	Sell	-1,202	Closed	-$47K	–	483
2021 Q1	$47K	Buy	+1,202	New	+$42.6K	0.03%	209

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

Grandview Asset Management's WFC Position: Q2 2026 in Review

Grandview Asset Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 2,694 shares — an estimated $214K sold.

Grandview Asset Management first reported a position in WFC in Q1 2021 and held it in 4 quarters. The position peaked at $262K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Grandview Asset Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Grandview Asset Management sold 2,694 Wells Fargo shares in Q2 2026, an estimated $214K.
Grandview Asset Management first reported a position in Wells Fargo in Q1 2021 and held it in 4 quarters.
Grandview Asset Management's Wells Fargo position peaked at $262K in Q3 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.