Kagan Cocozza Asset Management’s Wells Fargo WFC Stock Holding History

Kagan Cocozza Asset 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	$654K	Hold	7,918	–	–	0.41%	41
2026 Q1	$630K	Sell	7,918 -290	-4%	-$24.9K	0.44%	39
2025 Q4	$765K	Sell	8,208 -72	-0.9%	-$6.25K	0.54%	31
2025 Q3	$694K	Sell	8,280 -676	-8%	-$54.8K	0.53%	37
2025 Q2	$718K	Buy	8,956 +50	+0.6%	+$3.6K	0.55%	35
2025 Q1	$639K	Sell	8,906 -1,134	-11%	-$85.1K	0.52%	39
2024 Q4	$705K	Buy	+10,040	New	+$685K	0.59%	37

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kagan Cocozza Asset Management's WFC Position: Q2 2026 in Review

Kagan Cocozza Asset Management held its Wells Fargo (WFC) position steady in Q2 2026 at 7,918 shares worth $654K. The position accounts for 0.41% of the portfolio, ranked #41.

Kagan Cocozza Asset Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $765K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Kagan Cocozza Asset Management held 7,918 shares of Wells Fargo worth $654K as of Q2 2026.
Kagan Cocozza Asset Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.41% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #41 holding.
Kagan Cocozza Asset Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Kagan Cocozza Asset Management's Wells Fargo position peaked at $765K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.