Greenspring Advisors’s Wells Fargo WFC Stock Holding History

Greenspring Advisors’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	$1.02M	Sell	12,305 -58	-0.5%	-$4.66K	0.06%	139
2026 Q1	$984K	Sell	12,363 -207	-2%	-$17.8K	0.06%	128
2025 Q4	$1.17M	Buy	+12,570	New	+$1.09M	0.07%	114
2023 Q2	–	Sell	-7,270	Closed	-$272K	–	127
2023 Q1	$272K	Sell	7,270 -439	-6%	-$19.1K	0.06%	102
2022 Q4	$318K	Buy	7,709 +656	+9%	+$29K	0.08%	83
2022 Q3	$284K	Buy	7,053 +1,809	+34%	+$77.7K	0.09%	79
2022 Q2	$206K	Sell	5,244 -61	-1%	-$2.68K	0.06%	104
2022 Q1	$257K	Sell	5,305 -316	-6%	-$16.9K	0.07%	90
2021 Q4	$270K	Buy	+5,621	New	+$277K	0.07%	92

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

Greenspring Advisors's WFC Position: Q2 2026 in Review

Greenspring Advisors reduced its Wells Fargo (WFC) stake by 0.47% in Q2 2026, selling an estimated $4.66K and leaving 12,305 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #139.

Greenspring Advisors first reported a position in WFC in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Greenspring Advisors held 12,305 shares of Wells Fargo worth $1.02M as of Q2 2026.
Greenspring Advisors sold 58 Wells Fargo shares in Q2 2026, an estimated $4.66K.
Wells Fargo made up 0.06% of Greenspring Advisors's portfolio in Q2 2026, its #139 holding.
Greenspring Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 9 quarters since.
Greenspring Advisors's Wells Fargo position peaked at $1.17M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.