Measured Wealth Private Client Group’s Wells Fargo WFC Stock Holding History

Measured Wealth Private Client Group’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	$190K	Hold	2,295	–	–	0.05%	206
2026 Q1	$183K	Hold	2,295	–	–	0.05%	189
2025 Q4	$214K	Hold	2,295	–	–	0.06%	183
2025 Q3	$192K	Buy	+2,295	New	+$186K	0.05%	185
2018 Q4	–	Sell	-867	Closed	-$45K	–	708
2018 Q3	$45K	Buy	+867	New	+$49.5K	0.03%	384

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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's WFC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Wells Fargo (WFC) position steady in Q2 2026 at 2,295 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #206.

Measured Wealth Private Client Group first reported a position in WFC in Q3 2018 and has held it in 5 quarters since. The position peaked at $214K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Measured Wealth Private Client Group held 2,295 shares of Wells Fargo worth $190K as of Q2 2026.
Measured Wealth Private Client Group left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.05% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #206 holding.
Measured Wealth Private Client Group first reported a position in Wells Fargo in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's Wells Fargo position peaked at $214K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.