Johnson & White Wealth Management’s Wells Fargo WFC Stock Holding History

Johnson & White 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	$362K	Sell	4,521 -3	-0.1%	-$260	0.13%	89
2026 Q2	$374K	Buy	4,524 +68	+2%	+$5.46K	0.14%	89
2026 Q1	$355K	Sell	4,456 -6	-0.1%	-$515	0.15%	85
2025 Q4	$416K	Sell	4,462 -34	-0.8%	-$2.95K	0.18%	82
2025 Q3	$377K	Buy	4,496 +22	+0.5%	+$1.78K	0.17%	81
2025 Q2	$358K	Buy	4,474 +24	+0.5%	+$1.73K	0.18%	78
2025 Q1	$319K	Buy	4,450 +1	+0%	+$75	0.18%	79
2024 Q4	$312K	Buy	+4,449	New	+$304K	0.19%	77
2024 Q2	–	Sell	-4,436	Closed	-$257K	–	88
2024 Q1	$257K	Sell	4,436 -813	-15%	-$42.5K	0.19%	71
2023 Q4	$258K	Buy	5,249 +1	+0%	+$43	0.21%	70
2023 Q3	$214K	Buy	+5,248	New	+$227K	0.19%	71
2022 Q4	–	Sell	-5,258	Closed	-$211K	–	128
2022 Q3	$211K	Buy	+5,258	New	+$226K	0.24%	72

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson & White Wealth Management's WFC Position: Q3 2026 in Review

Johnson & White Wealth Management reduced its Wells Fargo (WFC) stake by 0.07% in Q3 2026, selling an estimated $260 and leaving 4,521 shares worth $362K. The position accounts for 0.13% of the portfolio, ranked #89.

Johnson & White Wealth Management first reported a position in WFC in Q3 2022 and has held it in 12 quarters since. The position peaked at $416K in Q4 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Johnson & White Wealth Management held 4,521 shares of Wells Fargo worth $362K as of Q3 2026.
Johnson & White Wealth Management sold 3 Wells Fargo shares in Q3 2026, an estimated $260.
Wells Fargo made up 0.13% of Johnson & White Wealth Management's portfolio in Q3 2026, its #89 holding.
Johnson & White Wealth Management first reported a position in Wells Fargo in Q3 2022 and has held it in 12 quarters since.
Johnson & White Wealth Management's Wells Fargo position peaked at $416K in Q4 2025.
1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.