Intentional Wealth Strategies’s Wells Fargo WFC Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-256	Closed	-$20.4K	–	892
2026 Q1	$20.4K	Buy	+256	New	+$22K	0.02%	273

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 $3.37T AUM 44.26% 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

Intentional Wealth Strategies's WFC Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 256 shares — an estimated $20.4K sold.

Intentional Wealth Strategies first reported a position in WFC in Q1 2026 and held it in 1 quarter. The position peaked at $20.4K in Q1 2026. 2,853 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Intentional Wealth Strategies reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 256 Wells Fargo shares in Q2 2026, an estimated $20.4K.
Intentional Wealth Strategies first reported a position in Wells Fargo in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Wells Fargo position peaked at $20.4K in Q1 2026.
2,853 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.