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JPL Wealth Management’s Wells Fargo WFC Stock Holding History

JPL 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 		$229K Buy
2,775
+67
+2% +$5.38K 0.05% 124
2026
Q1 		$216K Buy
+2,708
New +$233K 0.05% 116
2025
Q4 		– Sell
-2,989
Closed -$251K – 1126
2025
Q3 		$251K Buy
+2,989
New +$242K 0.06% 113

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

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

JPL Wealth Management increased its Wells Fargo (WFC) stake by 2.5% in Q2 2026, buying an estimated $5.38K and bringing the position to 2,775 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #124.

JPL Wealth Management first reported a position in WFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $251K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • JPL Wealth Management held 2,775 shares of Wells Fargo worth $229K as of Q2 2026.
  • JPL Wealth Management bought 67 Wells Fargo shares in Q2 2026, an estimated $5.38K.
  • Wells Fargo made up 0.05% of JPL Wealth Management's portfolio in Q2 2026, its #124 holding.
  • JPL Wealth Management first reported a position in Wells Fargo in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Wells Fargo position peaked at $251K in Q3 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.