Grant Private Wealth Management’s Wells Fargo WFC Stock Holding History

Grant Private Wealth 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 Q3	$398K	Sell	4,973 -1,339	-21%	-$116K	0.18%	110
2026 Q2	$522K	Buy	6,312 +101	+2%	+$8.12K	0.22%	90
2026 Q1	$494K	Sell	6,211 -119	-2%	-$10.2K	0.26%	78
2025 Q4	$590K	Hold	6,330	–	–	0.36%	60
2025 Q3	$531K	Sell	6,330 -30,951	-83%	-$2.51M	0.33%	66
2025 Q2	$2.99M	Buy	37,281 +29,733	+394%	+$2.14M	1.69%	22
2025 Q1	$542K	Sell	7,548 -400	-5%	-$30K	0.58%	48
2024 Q4	$558K	Buy	+7,948	New	+$543K	0.6%	40

Other funds holding WFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Grant Private Wealth Management's WFC Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Wells Fargo (WFC) stake by 21% in Q3 2026, selling an estimated $116K and leaving 4,973 shares worth $398K. The position accounts for 0.18% of the portfolio, ranked #110.

Grant Private Wealth Management first reported a position in WFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.99M in Q2 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Grant Private Wealth Management held 4,973 shares of Wells Fargo worth $398K as of Q3 2026.
Grant Private Wealth Management sold 1,339 Wells Fargo shares in Q3 2026, an estimated $116K.
Wells Fargo made up 0.18% of Grant Private Wealth Management's portfolio in Q3 2026, its #110 holding.
Grant Private Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 8 quarters since.
Grant Private Wealth Management's Wells Fargo position peaked at $2.99M in Q2 2025.
2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.