Howard Capital Management Group’s Wells Fargo WFC Stock Holding History

Howard Capital Management Group’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	$450K	Hold	5,450	–	–	0.03%	96
2026 Q1	$434K	Buy	5,450 +500	+10%	+$42.9K	0.03%	93
2025 Q4	$461K	Hold	4,950	–	–	0.03%	90
2025 Q3	$415K	Hold	4,950	–	–	0.03%	97
2025 Q2	$397K	Sell	4,950 -500	-9%	-$36.1K	0.03%	91
2025 Q1	$391K	Hold	5,450	–	–	0.03%	90
2024 Q4	$383K	Hold	5,450	–	–	0.03%	90
2024 Q3	$308K	Hold	5,450	–	–	0.02%	101
2024 Q2	$324K	Hold	5,450	–	–	0.02%	94
2024 Q1	$316K	Hold	5,450	–	–	0.02%	96
2023 Q4	$268K	Hold	5,450	–	–	0.02%	92
2023 Q3	$223K	Hold	5,450	–	–	0.02%	94
2023 Q2	$233K	Hold	5,450	–	–	0.02%	94
2023 Q1	$204K	Buy	+5,450	New	+$238K	0.02%	103

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Howard Capital Management Group's WFC Position: Q2 2026 in Review

Howard Capital Management Group held its Wells Fargo (WFC) position steady in Q2 2026 at 5,450 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #96.

Howard Capital Management Group first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $461K in Q4 2025. 495 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Howard Capital Management Group held 5,450 shares of Wells Fargo worth $450K as of Q2 2026.
Howard Capital Management Group left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.03% of Howard Capital Management Group's portfolio in Q2 2026, its #96 holding.
Howard Capital Management Group first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
Howard Capital Management Group's Wells Fargo position peaked at $461K in Q4 2025.
495 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.