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Imprint Wealth’s Wells Fargo WFC Stock Holding History

Imprint Wealth’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 		$6.61K Hold
80
– – 0.03% 150
2026
Q1 		$6.37K Sell
80
-142
-64% -$12.2K 0.03% 150
2025
Q4 		$20.7K Sell
222
-148
-40% -$12.8K 0.1% 93
2025
Q3 		$31K Buy
+370
New +$30K 0.1% 95
2024
Q1 		$372K Buy
6,460
+1,509
+30% +$78.9K 0.09% 197
2023
Q4 		$245K Sell
4,951
-1,076
-18% -$46.4K 0.2% 134
2023
Q3 		$246K Sell
6,027
-94,333
-94% -$4.07M 0.21% 124
2023
Q2 		$4.28M Buy
100,360
+1,583
+2% +$63.7K 2.7% 5
2023
Q1 		$3.69M Buy
+98,777
New +$4.31M 2.43% 6

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

Imprint Wealth's WFC Position: Q2 2026 in Review

Imprint Wealth held its Wells Fargo (WFC) position steady in Q2 2026 at 80 shares worth $6.61K. The position accounts for 0.03% of the portfolio, ranked #150.

Imprint Wealth first reported a position in WFC in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.28M in Q2 2023. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Imprint Wealth held 80 shares of Wells Fargo worth $6.61K as of Q2 2026.
  • Imprint Wealth left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.03% of Imprint Wealth's portfolio in Q2 2026, its #150 holding.
  • Imprint Wealth first reported a position in Wells Fargo in Q1 2023 and has held it in 9 quarters since.
  • Imprint Wealth's Wells Fargo position peaked at $4.28M in Q2 2023.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.