Marble Wealth’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$615K Sell
7,443
-144
-2% -$11.6K 0.09% 132
2026
Q1
$604K Sell
7,587
-5,306
-41% -$456K 0.11% 120
2025
Q4
$1.2M Buy
+12,893
New +$1.12M 0.17% 95

Other funds holding WFC

Marble Wealth's WFC Position: Q2 2026 in Review

Marble Wealth reduced its Wells Fargo (WFC) stake by 1.9% in Q2 2026, selling an estimated $11.6K and leaving 7,443 shares worth $615K. The position accounts for 0.09% of the portfolio, ranked #132.

Marble Wealth first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Marble Wealth held 7,443 shares of Wells Fargo worth $615K as of Q2 2026.
  • Marble Wealth sold 144 Wells Fargo shares in Q2 2026, an estimated $11.6K.
  • Wells Fargo made up 0.09% of Marble Wealth's portfolio in Q2 2026, its #132 holding.
  • Marble Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's Wells Fargo position peaked at $1.2M in Q4 2025.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.