Granite Islands Private Wealth’s Wells Fargo WFC Stock Holding History

Granite Islands Private Wealth’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	$362K	Sell	4,375 -389	-8%	-$31.3K	0.27%	65
2026 Q1	$379K	Sell	4,764 -3,240	-40%	-$278K	0.35%	61
2025 Q4	$742K	Buy	+8,004	New	+$695K	0.68%	44

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

Granite Islands Private Wealth's WFC Position: Q2 2026 in Review

Granite Islands Private Wealth reduced its Wells Fargo (WFC) stake by 8.2% in Q2 2026, selling an estimated $31.3K and leaving 4,375 shares worth $362K. The position accounts for 0.27% of the portfolio, ranked #65.

Granite Islands Private Wealth first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $742K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Granite Islands Private Wealth held 4,375 shares of Wells Fargo worth $362K as of Q2 2026.
Granite Islands Private Wealth sold 389 Wells Fargo shares in Q2 2026, an estimated $31.3K.
Wells Fargo made up 0.27% of Granite Islands Private Wealth's portfolio in Q2 2026, its #65 holding.
Granite Islands Private Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
Granite Islands Private Wealth's Wells Fargo position peaked at $742K in Q4 2025.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Granite Islands Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.