Jeppson Wealth Management’s Wells Fargo WFC Stock Holding History

Jeppson 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	$1.68M	Sell	20,341 -149	-0.7%	-$12K	0.5%	51
2026 Q1	$1.63M	Sell	20,490 -3,810	-16%	-$327K	0.51%	52
2025 Q4	$2.26M	Sell	24,300 -520	-2%	-$45.1K	0.72%	37
2025 Q3	$2.08M	Sell	24,820 -90	-0.4%	-$7.3K	0.66%	37
2025 Q2	$2M	Sell	24,910 -70	-0.3%	-$5.05K	0.69%	36
2025 Q1	$1.79M	Sell	24,980 -535	-2%	-$40.2K	0.66%	41
2024 Q4	$1.79M	Sell	25,515 -625	-2%	-$42.7K	0.65%	37
2024 Q3	$1.48M	Sell	26,140 -502	-2%	-$28.4K	0.53%	52
2024 Q2	$1.58M	Sell	26,642 -675	-2%	-$39.8K	0.6%	42
2024 Q1	$1.58M	Sell	27,317 -400	-1%	-$20.9K	0.61%	43
2023 Q4	$1.36M	Sell	27,717 -347	-1%	-$15K	0.56%	50
2023 Q3	$1.15M	Buy	28,064 +800	+3%	+$34.5K	0.53%	48
2023 Q2	$1.16M	Buy	27,264 +171	+0.6%	+$6.88K	0.51%	51
2023 Q1	$1.01M	Sell	27,093 -480	-2%	-$20.9K	0.44%	61
2022 Q4	$1.14M	Buy	27,573 +1,640	+6%	+$72.6K	0.48%	48
2022 Q3	$1.04M	Sell	25,933 -288	-1%	-$12.4K	0.47%	48
2022 Q2	$1.03M	Buy	26,221 +2,160	+9%	+$94.8K	0.44%	51
2022 Q1	$1.17M	Buy	24,061 +60	+0.2%	+$3.21K	0.54%	49
2021 Q4	$1.15M	Sell	24,001 -175	-0.7%	-$8.62K	0.56%	44
2021 Q3	$1.12M	Buy	24,176 +15	+0.1%	+$694	0.58%	40
2021 Q2	$1.09M	Buy	24,161 +345	+1%	+$15.4K	0.6%	45
2021 Q1	$930K	Hold	23,816	–	–	0.55%	48
2020 Q4	$719K	Buy	23,816 +3,813	+19%	+$98.7K	0.48%	56
2020 Q3	$470K	Buy	+20,003	New	+$493K	0.37%	67

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

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

Jeppson Wealth Management reduced its Wells Fargo (WFC) stake by 0.73% in Q2 2026, selling an estimated $12K and leaving 20,341 shares worth $1.68M. The position accounts for 0.5% of the portfolio, ranked #51.

Jeppson Wealth Management first reported a position in WFC in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.26M in Q4 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Jeppson Wealth Management held 20,341 shares of Wells Fargo worth $1.68M as of Q2 2026.
Jeppson Wealth Management sold 149 Wells Fargo shares in Q2 2026, an estimated $12K.
Wells Fargo made up 0.5% of Jeppson Wealth Management's portfolio in Q2 2026, its #51 holding.
Jeppson Wealth Management first reported a position in Wells Fargo in Q3 2020 and has held it in 24 quarters since.
Jeppson Wealth Management's Wells Fargo position peaked at $2.26M in Q4 2025.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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