Moran Wealth Management’s Wells Fargo WFC Stock Holding History

Moran 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	$220K	Buy	+2,668	New	+$214K	0.01%	486

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

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

Moran Wealth Management opened a new position in Wells Fargo (WFC) in Q2 2026: 2,668 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings.

2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Moran Wealth Management held 2,668 shares of Wells Fargo worth $220K as of Q2 2026.
Wells Fargo was a new Moran Wealth Management position in Q2 2026.
Wells Fargo made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #486 holding.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.