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Jacksonville Wealth Management’s Wells Fargo WFC Stock Holding History

Jacksonville 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 		$407K Hold
4,925
– – 0.23% 51
2026
Q1 		$392K Buy
4,925
+75
+2% +$6.44K 0.26% 50
2025
Q4 		$452K Hold
4,850
– – 0.32% 48
2025
Q3 		$407K Hold
4,850
– – 0.3% 48
2025
Q2 		$389K Hold
4,850
– – 0.31% 49
2025
Q1 		$348K Buy
+4,850
New +$364K 0.34% 47

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

Jacksonville Wealth Management's WFC Position: Q2 2026 in Review

Jacksonville Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 4,925 shares worth $407K. The position accounts for 0.23% of the portfolio, ranked #51.

Jacksonville Wealth Management first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $452K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Jacksonville Wealth Management held 4,925 shares of Wells Fargo worth $407K as of Q2 2026.
  • Jacksonville Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.23% of Jacksonville Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Jacksonville Wealth Management first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Jacksonville Wealth Management's Wells Fargo position peaked at $452K in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.