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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Johnson & White Wealth Management's WFC Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Wells Fargo (WFC) stake by 1.5% in Q2 2026, buying an estimated $5.46K and bringing the position to 4,524 shares worth $374K. The position accounts for 0.14% of the portfolio, ranked #89.

Johnson & White Wealth Management first reported a position in WFC in Q3 2022 and has held it in 11 quarters since. The position peaked at $416K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Johnson & White Wealth Management held 4,524 shares of Wells Fargo worth $374K as of Q2 2026.
Johnson & White Wealth Management bought 68 Wells Fargo shares in Q2 2026, an estimated $5.46K.
Wells Fargo made up 0.14% of Johnson & White Wealth Management's portfolio in Q2 2026, its #89 holding.
Johnson & White Wealth Management first reported a position in Wells Fargo in Q3 2022 and has held it in 11 quarters since.
Johnson & White Wealth Management's Wells Fargo position peaked at $416K in Q4 2025.
1,012 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.