Horst & Graben Wealth Management’s Wells Fargo WFC Stock Holding History

Horst & Graben 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	$447K	Sell	5,198 -178	-3%	-$14.3K	0.06%	134
2026 Q1	$433K	Buy	5,376 +2,175	+68%	+$187K	0.06%	125
2025 Q4	$298K	Buy	3,201 +2	+0.1%	+$174	0.05%	140
2025 Q3	$268K	Buy	3,199 +80	+3%	+$6.49K	0.04%	147
2025 Q2	$250K	Buy	3,119 +74	+2%	+$5.34K	0.04%	146
2025 Q1	$219K	Buy	3,045 +190	+7%	+$14.3K	0.04%	154
2024 Q4	$201K	Buy	+2,855	New	+$195K	0.04%	153
2021 Q4	–	Sell	-8,153	Closed	-$378K	–	141
2021 Q3	$378K	Buy	8,153 +16	+0.2%	+$741	0.1%	95
2021 Q2	$369K	Buy	8,137 +8	+0.1%	+$357	0.1%	97
2021 Q1	$318K	Buy	+8,129	New	+$288K	0.1%	104

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 $3.38T AUM 44.17% 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

Horst & Graben Wealth Management's WFC Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Wells Fargo (WFC) stake by 3.3% in Q2 2026, selling an estimated $14.3K and leaving 5,198 shares worth $447K. The position accounts for 0.06% of the portfolio, ranked #134.

Horst & Graben Wealth Management first reported a position in WFC in Q1 2021 and has held it in 10 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Horst & Graben Wealth Management held 5,198 shares of Wells Fargo worth $447K as of Q2 2026.
Horst & Graben Wealth Management sold 178 Wells Fargo shares in Q2 2026, an estimated $14.3K.
Wells Fargo made up 0.06% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #134 holding.
Horst & Graben Wealth Management first reported a position in Wells Fargo in Q1 2021 and has held it in 10 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.