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Investors Portfolio Services’s Wells Fargo WFC Stock Holding History

Investors Portfolio Services’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 		$2.65K Sell
32
-13
-29% -$1.04K ﹤0.01% 227
2026
Q1 		$3.4K Buy
45
+5
+13% +$429 ﹤0.01% 195
2025
Q4 		$3.69K Buy
+40
New +$3.47K ﹤0.01% 171

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

Investors Portfolio Services's WFC Position: Q2 2026 in Review

Investors Portfolio Services reduced its Wells Fargo (WFC) stake by 29% in Q2 2026, selling an estimated $1.04K and leaving 32 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Investors Portfolio Services first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.69K in Q4 2025. 2,859 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Investors Portfolio Services held 32 shares of Wells Fargo worth $2.65K as of Q2 2026.
  • Investors Portfolio Services sold 13 Wells Fargo shares in Q2 2026, an estimated $1.04K.
  • Wells Fargo made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #227 holding.
  • Investors Portfolio Services first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Wells Fargo position peaked at $3.69K in Q4 2025.
  • 2,859 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.