Greenwich Wealth Management’s Wells Fargo WFC Stock Holding History

Greenwich 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	$267K	Sell	3,234 -46	-1%	-$3.7K	0.01%	250
2026 Q1	$261K	Buy	3,280 +96	+3%	+$8.25K	0.01%	260
2025 Q4	$297K	Hold	3,184	–	–	0.01%	238
2025 Q3	$267K	Buy	+3,184	New	+$258K	0.01%	239
2025 Q1	–	Sell	-3,475	Closed	-$244K	–	269
2024 Q4	$244K	Buy	+3,475	New	+$237K	0.02%	218
2016 Q3	–	Sell	-1,769	Closed	-$313K	–	218
2016 Q2	$313K	Sell	1,769 -52	-3%	-$2.54K	0.08%	147
2016 Q1	$312K	Buy	+1,821	New	+$89.2K	0.08%	142

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

Greenwich Wealth Management's WFC Position: Q2 2026 in Review

Greenwich Wealth Management reduced its Wells Fargo (WFC) stake by 1.4% in Q2 2026, selling an estimated $3.7K and leaving 3,234 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #250.

Greenwich Wealth Management first reported a position in WFC in Q1 2016 and has held it in 7 quarters since. The position peaked at $313K in Q2 2016. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Greenwich Wealth Management held 3,234 shares of Wells Fargo worth $267K as of Q2 2026.
Greenwich Wealth Management sold 46 Wells Fargo shares in Q2 2026, an estimated $3.7K.
Wells Fargo made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #250 holding.
Greenwich Wealth Management first reported a position in Wells Fargo in Q1 2016 and has held it in 7 quarters since.
Greenwich Wealth Management's Wells Fargo position peaked at $313K in Q2 2016.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.