Jacobsen Capital Management’s Wells Fargo WFC Stock Holding History

Jacobsen Capital 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	$508K	Sell	6,153 -45	-0.7%	-$3.62K	0.15%	64
2026 Q1	$493K	Sell	6,198 -38	-0.6%	-$3.26K	0.17%	59
2025 Q4	$581K	Sell	6,236 -62	-1%	-$5.38K	0.19%	49
2025 Q3	$528K	Buy	6,298 +106	+2%	+$8.6K	0.18%	50
2025 Q2	$496K	Buy	6,192 +688	+13%	+$49.6K	0.18%	50
2025 Q1	$395K	Buy	5,504 +84	+2%	+$6.31K	0.17%	51
2024 Q4	$381K	Buy	5,420 +148	+3%	+$10.1K	0.16%	51
2024 Q3	$298K	Sell	5,272 -38	-0.7%	-$2.15K	0.13%	65
2024 Q2	$315K	Buy	5,310 +389	+8%	+$23K	0.14%	59
2024 Q1	$285K	Buy	4,921 +37	+0.8%	+$1.94K	0.13%	65
2023 Q4	$240K	Buy	+4,884	New	+$211K	0.12%	70
2019 Q4	$752K	Buy	13,991 +26	+0.2%	+$1.36K	0.75%	37
2019 Q3	$704K	Buy	13,965 +3	+0%	+$141	0.68%	40
2019 Q2	$660K	Buy	+13,962	New	+$653K	0.66%	39

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's WFC Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Wells Fargo (WFC) stake by 0.73% in Q2 2026, selling an estimated $3.62K and leaving 6,153 shares worth $508K. The position accounts for 0.15% of the portfolio, ranked #64.

Jacobsen Capital Management first reported a position in WFC in Q2 2019 and has held it in 14 quarters since. The position peaked at $752K in Q4 2019. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Jacobsen Capital Management held 6,153 shares of Wells Fargo worth $508K as of Q2 2026.
Jacobsen Capital Management sold 45 Wells Fargo shares in Q2 2026, an estimated $3.62K.
Wells Fargo made up 0.15% of Jacobsen Capital Management's portfolio in Q2 2026, its #64 holding.
Jacobsen Capital Management first reported a position in Wells Fargo in Q2 2019 and has held it in 14 quarters since.
Jacobsen Capital Management's Wells Fargo position peaked at $752K in Q4 2019.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.