Madson Wealth Advisors’s Wells Fargo WFC Stock Holding History

Madson Wealth Advisors’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	$307K	Hold	3,718	–	–	0.21%	74
2026 Q1	$296K	Buy	+3,718	New	+$319K	0.25%	66

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

Madson Wealth Advisors's WFC Position: Q2 2026 in Review

Madson Wealth Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 3,718 shares worth $307K. The position accounts for 0.21% of the portfolio, ranked #74.

Madson Wealth Advisors first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Madson Wealth Advisors held 3,718 shares of Wells Fargo worth $307K as of Q2 2026.
Madson Wealth Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.21% of Madson Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Madson Wealth Advisors first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.