Harmony Asset Management’s Wells Fargo WFC Stock Holding History

Harmony Asset 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	$922K	Buy	11,157 +1,185	+12%	+$95.2K	0.25%	96
2026 Q1	$794K	Sell	9,972 -60	-0.6%	-$5.15K	0.24%	97
2025 Q4	$935K	Buy	10,032 +2,198	+28%	+$191K	0.31%	77
2025 Q3	$657K	Buy	+7,834	New	+$635K	0.23%	98
2024 Q4	–	Sell	-11,247	Closed	-$635K	–	175
2024 Q3	$635K	Buy	+11,247	New	+$636K	0.23%	87
2024 Q1	–	Sell	-10,337	Closed	-$509K	–	156
2023 Q4	$509K	Buy	+10,337	New	+$446K	0.22%	85

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Harmony Asset Management's WFC Position: Q2 2026 in Review

Harmony Asset Management increased its Wells Fargo (WFC) stake by 12% in Q2 2026, buying an estimated $95.2K and bringing the position to 11,157 shares worth $922K. The position accounts for 0.25% of the portfolio, ranked #96.

Harmony Asset Management first reported a position in WFC in Q4 2023 and has held it in 6 quarters since. The position peaked at $935K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Harmony Asset Management held 11,157 shares of Wells Fargo worth $922K as of Q2 2026.
Harmony Asset Management bought 1,185 Wells Fargo shares in Q2 2026, an estimated $95.2K.
Wells Fargo made up 0.25% of Harmony Asset Management's portfolio in Q2 2026, its #96 holding.
Harmony Asset Management first reported a position in Wells Fargo in Q4 2023 and has held it in 6 quarters since.
Harmony Asset Management's Wells Fargo position peaked at $935K in Q4 2025.
1,013 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.