Inscription Capital’s Wells Fargo WFC Stock Holding History

Inscription Capital’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	$798K	Buy	9,653 +2,851	+42%	+$229K	0.07%	260
2026 Q1	$541K	Sell	6,802 -1,180	-15%	-$101K	0.06%	336
2025 Q4	$744K	Buy	7,982 +2,291	+40%	+$199K	0.08%	264
2025 Q3	$477K	Buy	5,691 +407	+8%	+$33K	0.05%	369
2025 Q2	$423K	Sell	5,284 -106	-2%	-$7.64K	0.06%	261
2025 Q1	$312K	Buy	+5,390	New	+$405K	0.05%	240
2024 Q3	$318K	Buy	5,635 +245	+5%	+$13.9K	0.05%	259
2024 Q2	$320K	Hold	5,390	–	–	0.05%	241
2024 Q1	$312K	Buy	+5,390	New	+$282K	0.05%	240
2022 Q3	–	Sell	-5,404	Closed	-$212K	–	252
2022 Q2	$212K	Buy	+5,404	New	+$237K	0.04%	233
2021 Q3	–	Sell	-21,374	Closed	-$968K	–	402
2021 Q2	$968K	Buy	+21,374	New	+$954K	0.11%	133
2020 Q1	–	Sell	-4,212	Closed	-$227K	–	161
2019 Q4	$227K	Hold	4,212	–	–	0.1%	137
2019 Q3	$212K	Buy	+4,212	New	+$198K	0.12%	135

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

Inscription Capital's WFC Position: Q2 2026 in Review

Inscription Capital increased its Wells Fargo (WFC) stake by 42% in Q2 2026, buying an estimated $229K and bringing the position to 9,653 shares worth $798K. The position accounts for 0.07% of the portfolio, ranked #260.

Inscription Capital first reported a position in WFC in Q3 2019 and has held it in 13 quarters since. The position peaked at $968K in Q2 2021. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Inscription Capital held 9,653 shares of Wells Fargo worth $798K as of Q2 2026.
Inscription Capital bought 2,851 Wells Fargo shares in Q2 2026, an estimated $229K.
Wells Fargo made up 0.07% of Inscription Capital's portfolio in Q2 2026, its #260 holding.
Inscription Capital first reported a position in Wells Fargo in Q3 2019 and has held it in 13 quarters since.
Inscription Capital's Wells Fargo position peaked at $968K in Q2 2021.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.