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Howard Bailey Securities’s Wells Fargo WFC Stock Holding History

Howard Bailey Securities’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 		$689K Sell
8,332
-1
-0% -$80 0.26% 47
2026
Q1 		$663K Sell
8,333
-163
-2% -$14K 0.27% 55
2025
Q4 		$792K Buy
8,496
+90
+1% +$7.81K 0.31% 50
2025
Q3 		$705K Sell
8,406
-26
-0.3% -$2.11K 0.2% 67
2025
Q2 		$676K Sell
8,432
-1
-0% -$72 0.21% 64
2025
Q1 		$605K Sell
8,433
-1,021
-11% -$76.7K 0.2% 70
2024
Q4 		$664K Buy
9,454
+1,082
+13% +$73.9K 0.25% 61
2024
Q3 		$473K Buy
+8,372
New +$473K 0.18% 78

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 $3.37T AUM 44.26% 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

Howard Bailey Securities's WFC Position: Q2 2026 in Review

Howard Bailey Securities reduced its Wells Fargo (WFC) stake by 0.01% in Q2 2026, selling an estimated $80 and leaving 8,332 shares worth $689K. The position accounts for 0.26% of the portfolio, ranked #47.

Howard Bailey Securities first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $792K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Howard Bailey Securities held 8,332 shares of Wells Fargo worth $689K as of Q2 2026.
  • Howard Bailey Securities sold 1 Wells Fargo share in Q2 2026, an estimated $80.
  • Wells Fargo made up 0.26% of Howard Bailey Securities's portfolio in Q2 2026, its #47 holding.
  • Howard Bailey Securities first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • Howard Bailey Securities's Wells Fargo position peaked at $792K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.