Jackson Thornton Wealth Management’s Wells Fargo WFC Stock Holding History

Jackson Thornton Wealth 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	$830K	Buy	10,048 +7,064	+237%	+$568K	0.07%	90
2026 Q1	$255K	Buy	2,984 +173	+6%	+$14.9K	0.02%	231
2025 Q4	$271K	Buy	+2,811	New	+$244K	0.03%	222
2025 Q3	–	Sell	-2,728	Closed	-$223K	–	293
2025 Q2	$223K	Buy	+2,728	New	+$197K	0.03%	125
2025 Q1	–	Sell	-3,365	Closed	-$236K	–	109
2024 Q4	$236K	Buy	+3,365	New	+$230K	0.03%	73

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

Jackson Thornton Wealth Management's WFC Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Wells Fargo (WFC) stake by 237% in Q2 2026, buying an estimated $568K and bringing the position to 10,048 shares worth $830K. The position accounts for 0.07% of the portfolio, ranked #90.

Jackson Thornton Wealth Management first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Jackson Thornton Wealth Management held 10,048 shares of Wells Fargo worth $830K as of Q2 2026.
Jackson Thornton Wealth Management bought 7,064 Wells Fargo shares in Q2 2026, an estimated $568K.
Wells Fargo made up 0.07% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #90 holding.
Jackson Thornton Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.