Landmark Wealth Management (New York)’s Wells Fargo WFC Stock Holding History

Landmark Wealth Management (New York)’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	$961K	Buy	11,627 +6	+0.1%	+$482	0.23%	76
2026 Q1	$925K	Buy	+11,621	New	+$998K	0.25%	73

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 $3.37T AUM 44.26% 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

Landmark Wealth Management (New York)'s WFC Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Wells Fargo (WFC) stake by 0.05% in Q2 2026, buying an estimated $482 and bringing the position to 11,627 shares worth $961K. The position accounts for 0.23% of the portfolio, ranked #76.

Landmark Wealth Management (New York) first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Landmark Wealth Management (New York) held 11,627 shares of Wells Fargo worth $961K as of Q2 2026.
Landmark Wealth Management (New York) bought 6 Wells Fargo shares in Q2 2026, an estimated $482.
Wells Fargo made up 0.23% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #76 holding.
Landmark Wealth Management (New York) first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.