Great Waters Wealth Management’s Wells Fargo WFC Stock Holding History

Great Waters 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 Q2	$315K	Sell	3,811 -121	-3%	-$9.72K	0.03%	105
2026 Q1	$313K	Sell	3,932 -10	-0.3%	-$859	0.03%	91
2025 Q4	$367K	Sell	3,942 -37	-0.9%	-$3.21K	0.04%	79
2025 Q3	$334K	Sell	3,979 -1,234	-24%	-$100K	0.04%	83
2025 Q2	$418K	Buy	5,213 +97	+2%	+$6.99K	0.05%	67
2025 Q1	$367K	Sell	5,116 -1,809	-26%	-$136K	0.05%	68
2024 Q4	$486K	Buy	6,925 +86	+1%	+$5.87K	0.06%	62
2024 Q3	$386K	Buy	6,839 +187	+3%	+$10.6K	0.05%	71
2024 Q2	$395K	Buy	+6,652	New	+$393K	0.06%	69

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

Great Waters Wealth Management's WFC Position: Q2 2026 in Review

Great Waters Wealth Management reduced its Wells Fargo (WFC) stake by 3.1% in Q2 2026, selling an estimated $9.72K and leaving 3,811 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #105.

Great Waters Wealth Management first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $486K in Q4 2024. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Great Waters Wealth Management held 3,811 shares of Wells Fargo worth $315K as of Q2 2026.
Great Waters Wealth Management sold 121 Wells Fargo shares in Q2 2026, an estimated $9.72K.
Wells Fargo made up 0.03% of Great Waters Wealth Management's portfolio in Q2 2026, its #105 holding.
Great Waters Wealth Management first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Great Waters Wealth Management's Wells Fargo position peaked at $486K in Q4 2024.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.