JC
WFC icon

JB Capital’s Wells Fargo WFC Stock Holding History

JB Capital’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 		$222K Sell
2,689
-27
-1% -$2.17K 0.01% 257
2026
Q1 		$216K Sell
2,716
-45
-2% -$3.87K 0.01% 246
2025
Q4 		$257K Buy
2,761
+20
+0.7% +$1.74K 0.01% 226
2025
Q3 		$230K Sell
2,741
-60
-2% -$4.87K 0.01% 235
2025
Q2 		$224K Buy
2,801
+10
+0.4% +$721 0.01% 229
2025
Q1 		$200K Buy
+2,791
New +$210K 0.01% 216
2022
Q4 		– Sell
-68,294
Closed -$2.75M – 173
2022
Q3 		$2.75M Buy
68,294
+8,618
+14% +$370K 0.3% 56
2022
Q2 		$2.34M Buy
59,676
+6,142
+11% +$270K 0.25% 52
2022
Q1 		$2.6M Buy
53,534
+1,589
+3% +$85K 0.25% 46
2021
Q4 		$2.49M Buy
51,945
+1,820
+4% +$89.6K 0.24% 52
2021
Q3 		$2.33M Buy
+50,125
New +$2.32M 0.3% 49

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

JB Capital's WFC Position: Q2 2026 in Review

JB Capital reduced its Wells Fargo (WFC) stake by 0.99% in Q2 2026, selling an estimated $2.17K and leaving 2,689 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #257.

JB Capital first reported a position in WFC in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.75M in Q3 2022. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • JB Capital held 2,689 shares of Wells Fargo worth $222K as of Q2 2026.
  • JB Capital sold 27 Wells Fargo shares in Q2 2026, an estimated $2.17K.
  • Wells Fargo made up 0.01% of JB Capital's portfolio in Q2 2026, its #257 holding.
  • JB Capital first reported a position in Wells Fargo in Q3 2021 and has held it in 11 quarters since.
  • JB Capital's Wells Fargo position peaked at $2.75M in Q3 2022.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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