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Greykasell Wealth Strategies’s Wells Fargo WFC Stock Holding History

Greykasell Wealth Strategies’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 		$103K Hold
1,242
– – 0.04% 188
2026
Q1 		$98.9K Buy
1,242
+262
+27% +$22.5K 0.04% 193
2025
Q4 		$91.3K Buy
980
+480
+96% +$41.7K 0.04% 192
2025
Q3 		$41.9K Hold
500
– – 0.02% 221
2025
Q2 		$40.1K Hold
500
– – 0.02% 199
2025
Q1 		$35.9K Buy
+500
New +$37.5K 0.02% 195

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Greykasell Wealth Strategies's WFC Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Wells Fargo (WFC) position steady in Q2 2026 at 1,242 shares worth $103K. The position accounts for 0.04% of the portfolio, ranked #188.

Greykasell Wealth Strategies first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Greykasell Wealth Strategies held 1,242 shares of Wells Fargo worth $103K as of Q2 2026.
  • Greykasell Wealth Strategies left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.04% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #188 holding.
  • Greykasell Wealth Strategies first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.