Marotta Asset Management’s Wells Fargo WFC Stock Holding History

Marotta 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	$3.02M	Hold	35,131	–	–	0.5%	42
2026 Q1	$2.83M	Hold	35,131	–	–	0.52%	40
2025 Q4	$3.27M	Sell	35,131 -50	-0.1%	-$4.34K	0.61%	37
2025 Q3	$2.85M	Hold	35,181	–	–	0.54%	42
2025 Q2	$2.82M	Sell	35,181 -56	-0.2%	-$4.04K	0.57%	40
2025 Q1	$1.99M	Hold	35,237	–	–	0.39%	45
2024 Q4	$2.47M	Hold	35,237	–	–	0.52%	42
2024 Q3	$1.99M	Hold	35,237	–	–	0.39%	45
2024 Q2	$2.14M	Buy	35,237 +56	+0.2%	+$3.31K	0.44%	45
2024 Q1	$2.04M	Hold	35,181	–	–	0.42%	44
2023 Q4	$1.73M	Hold	35,181	–	–	0.37%	43
2023 Q3	$1.44M	Hold	35,181	–	–	0.33%	45
2023 Q2	$1.5M	Buy	+35,181	New	+$1.42M	0.33%	41
2022 Q4	$1.45M	Sell	35,181 -449	-1%	-$19.9K	0.35%	41
2022 Q3	$1.43M	Hold	35,630	–	–	0.37%	41
2022 Q2	$1.42M	Sell	35,630 -199	-0.6%	-$8.73K	0.35%	42
2022 Q1	$1.74M	Hold	35,829	–	–	0.4%	36
2021 Q4	$1.72M	Buy	35,829 +750	+2%	+$36.9K	0.39%	38
2021 Q3	$1.63M	Hold	35,079	–	–	0.39%	38
2021 Q2	$1.59M	Sell	35,079 -679	-2%	-$30.3K	0.38%	40
2021 Q1	$1.42M	Sell	35,758 -200	-0.6%	-$7.08K	0.36%	39
2020 Q4	$1.09M	Sell	35,958 -468	-1%	-$12.1K	0.29%	40
2020 Q3	$856K	Hold	36,426	–	–	0.26%	41
2020 Q2	$933K	Sell	36,426 -373	-1%	-$10.2K	0.3%	41
2020 Q1	$978K	Sell	36,799 -222	-0.6%	-$9.44K	0.38%	39
2019 Q4	$1.74M	Buy	+37,021	New	+$1.94M	0.53%	39

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

Marotta Asset Management's WFC Position: Q2 2026 in Review

Marotta Asset Management held its Wells Fargo (WFC) position steady in Q2 2026 at 35,131 shares worth $3.02M. The position accounts for 0.5% of the portfolio, ranked #42.

Marotta Asset Management first reported a position in WFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.27M in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Marotta Asset Management held 35,131 shares of Wells Fargo worth $3.02M as of Q2 2026.
Marotta Asset Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.5% of Marotta Asset Management's portfolio in Q2 2026, its #42 holding.
Marotta Asset Management first reported a position in Wells Fargo in Q4 2019 and has held it in 26 quarters since.
Marotta Asset Management's Wells Fargo position peaked at $3.27M in Q4 2025.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.