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Liberty Wealth Management’s Wells Fargo WFC Stock Holding History

Liberty 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 		$826K Hold
10,377
– – 0.1% 111
2026
Q1 		$826K Sell
10,377
-368
-3% -$31.6K 0.1% 111
2025
Q4 		$1M Sell
10,745
-560
-5% -$48.6K 0.13% 93
2025
Q3 		$948K Buy
11,305
+11
+0.1% +$892 0.13% 89
2025
Q2 		$905K Buy
+11,294
New +$814K 0.14% 87
2025
Q1 		– Sell
-12,855
Closed -$903K – 215
2024
Q4 		$903K Sell
12,855
-43
-0.3% -$2.94K 0.15% 83
2024
Q3 		$729K Buy
12,898
+748
+6% +$42.3K 0.12% 94
2024
Q2 		$722K Buy
12,150
+282
+2% +$16.6K 0.13% 89
2024
Q1 		$688K Buy
+11,868
New +$621K 0.13% 87
2023
Q4 		– Sell
-14,821
Closed -$606K – 192
2023
Q3 		$606K Buy
14,821
+26
+0.2% +$1.12K 0.15% 81
2023
Q2 		$631K Buy
14,795
+22
+0.1% +$886 0.16% 75
2023
Q1 		$552K Buy
+14,773
New +$644K 0.11% 115
2022
Q3 		$507K Buy
12,625
+77
+0.6% +$3.31K 0.14% 83
2022
Q2 		$491K Buy
12,548
+228
+2% +$10K 0.2% 83
2022
Q1 		$597K Buy
12,320
+34
+0.3% +$1.82K 0.22% 69
2021
Q4 		$589K Sell
12,286
-103
-0.8% -$5.07K 0.03% 89
2021
Q3 		$575K Buy
12,389
+36
+0.3% +$1.67K 0.21% 73
2021
Q2 		$559K Buy
12,353
+2,617
+27% +$117K 0.22% 68
2021
Q1 		$291K Hold
9,736
– – 0.14% 84
2020
Q4 		$291K Sell
9,736
-1,617
-14% -$41.9K 0.14% 84
2020
Q3 		$267K Buy
+11,353
New +$280K 0.16% 77
2019
Q3 		– Sell
-11,110
Closed -$526K – 994
2019
Q2 		$526K Buy
11,110
+3,725
+50% +$174K 0.46% 48
2019
Q1 		$356K Sell
7,385
-206
-3% -$10.1K 0.27% 56
2018
Q4 		$349K Buy
+7,591
New +$389K 0.26% 52

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

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

Liberty Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 10,377 shares worth $826K. The position accounts for 0.1% of the portfolio, ranked #111.

Liberty Wealth Management first reported a position in WFC in Q4 2018 and has held it in 24 quarters since. The position peaked at $1M in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Liberty Wealth Management held 10,377 shares of Wells Fargo worth $826K as of Q2 2026.
  • Liberty Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.1% of Liberty Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Liberty Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 24 quarters since.
  • Liberty Wealth Management's Wells Fargo position peaked at $1M in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.