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Johnson Financial Group LLC (Colorado)’s Wells Fargo WFC Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$267K Buy
+3,229
New +$259K 0.01% 233
2018
Q1 		$433K Sell
8,269
-960
-10% -$57K 0.36% 17
2017
Q4 		$560K Sell
9,229
-920
-9% -$52K 0.42% 21
2017
Q3 		$559K Buy
10,149
+761
+8% +$40.4K 0.47% 14
2017
Q2 		$520K Sell
9,388
-9
-0.1% -$482 0.44% 15
2017
Q1 		$523K Sell
9,397
-5,934
-39% -$337K 0.6% 15
2016
Q4 		$845K Buy
+15,331
New +$771K 0.68% 22

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

Johnson Financial Group LLC (Colorado)'s WFC Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in Wells Fargo (WFC) in Q2 2026: 3,229 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in WFC as recently as Q1 2018.

Johnson Financial Group LLC (Colorado) first reported a position in WFC in Q4 2016 and has held it in 7 quarters since. The position peaked at $845K in Q4 2016. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 3,229 shares of Wells Fargo worth $267K as of Q2 2026.
  • Wells Fargo was a new Johnson Financial Group LLC (Colorado) position in Q2 2026.
  • Wells Fargo made up 0.01% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #233 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Wells Fargo in Q4 2016 and has held it in 7 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Wells Fargo position peaked at $845K in Q4 2016.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.