JGP Wealth Management’s Wells Fargo WFC Stock Holding History

JGP 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 Q3	$294K	Hold	3,667	–	–	0.03%	195
2026 Q2	$303K	Sell	3,667 -377	-9%	-$30.3K	0.03%	193
2026 Q1	$322K	Hold	4,044	–	–	0.03%	174
2025 Q4	$377K	Hold	4,044	–	–	0.04%	171
2025 Q3	$326K	Buy	4,044 +575	+17%	+$46.6K	0.04%	162
2025 Q2	$278K	Buy	3,469 +1	+0%	+$72	0.03%	174
2025 Q1	$249K	Sell	3,468 -65	-2%	-$4.88K	0.03%	173
2024 Q4	$248K	Buy	+3,533	New	+$241K	0.03%	167
2020 Q1	–	Sell	-5,030	Closed	-$267K	–	140
2019 Q4	$267K	Sell	5,030 -1,530	-23%	-$80.1K	0.08%	114
2019 Q3	$318K	Buy	6,560 +23	+0.4%	+$1.08K	0.11%	101
2019 Q2	$309K	Buy	6,537 +340	+5%	+$15.9K	0.11%	106
2019 Q1	$299K	Hold	6,197	–	–	0.11%	103
2018 Q4	$286K	Hold	6,197	–	–	0.12%	99
2018 Q3	$325K	Sell	6,197 -819	-12%	-$46.8K	0.13%	100
2018 Q2	$389K	Buy	+7,016	New	+$376K	0.16%	94

Other funds holding WFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

JGP Wealth Management's WFC Position: Q3 2026 in Review

JGP Wealth Management held its Wells Fargo (WFC) position steady in Q3 2026 at 3,667 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #195.

JGP Wealth Management first reported a position in WFC in Q2 2018 and has held it in 15 quarters since. The position peaked at $389K in Q2 2018. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

JGP Wealth Management held 3,667 shares of Wells Fargo worth $294K as of Q3 2026.
JGP Wealth Management left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #195 holding.
JGP Wealth Management first reported a position in Wells Fargo in Q2 2018 and has held it in 15 quarters since.
JGP Wealth Management's Wells Fargo position peaked at $389K in Q2 2018.
1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.