J. Safra Asset Management’s Wells Fargo WFC Stock Holding History

J. Safra Asset Management’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	$149K	Sell	1,807 -11,877	-87%	-$954K	0.01%	239
2026 Q1	$1.09M	Buy	13,684 +60	+0.4%	+$5.15K	0.06%	92
2025 Q4	$1.27M	Buy	13,624 +5,578	+69%	+$484K	0.07%	80
2025 Q3	$674K	Buy	8,046 +2,361	+42%	+$191K	0.04%	94
2025 Q2	$455K	Buy	5,685 +262	+5%	+$18.9K	0.03%	106
2025 Q1	$389K	Sell	5,423 -1,302	-19%	-$97.8K	0.03%	88
2024 Q4	$474K	Buy	6,725 +2,725	+68%	+$186K	0.04%	62
2024 Q3	$224K	Buy	4,000 +635	+19%	+$35.9K	0.02%	65
2024 Q2	$200K	Buy	3,365 +2,625	+355%	+$155K	0.02%	62
2024 Q1	$42.9K	Buy	740 +648	+704%	+$33.9K	﹤0.01%	94
2023 Q4	$4.53K	Buy	+92	New	+$3.97K	﹤0.01%	109
2016 Q4	–	Sell	-1,519	Closed	-$67K	–	133
2016 Q3	$67K	Sell	1,519 -8,909	-85%	-$426K	0.12%	45
2016 Q2	$494K	Sell	10,428 -33,501	-76%	-$1.63M	0.8%	15
2016 Q1	$2.12M	Sell	43,929 -39,439	-47%	-$1.93M	1.73%	13
2015 Q4	$4.53M	Buy	+83,368	New	+$4.53M	3.48%	7

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

J. Safra Asset Management's WFC Position: Q2 2026 in Review

J. Safra Asset Management reduced its Wells Fargo (WFC) stake by 87% in Q2 2026, selling an estimated $954K and leaving 1,807 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #239.

J. Safra Asset Management first reported a position in WFC in Q4 2015 and has held it in 15 quarters since. The position peaked at $4.53M in Q4 2015. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

J. Safra Asset Management held 1,807 shares of Wells Fargo worth $149K as of Q2 2026.
J. Safra Asset Management sold 11,877 Wells Fargo shares in Q2 2026, an estimated $954K.
Wells Fargo made up 0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #239 holding.
J. Safra Asset Management first reported a position in Wells Fargo in Q4 2015 and has held it in 15 quarters since.
J. Safra Asset Management's Wells Fargo position peaked at $4.53M in Q4 2015.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.