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Nalls Sherbakoff Group’s Wells Fargo WFC Stock Holding History

Nalls Sherbakoff 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 		$36.4K Hold
440
– – 0.03% 211
2026
Q1 		$35K Hold
440
– – 0.03% 225
2025
Q4 		$41K Hold
440
– – 0.03% 221
2025
Q3 		$36.9K Sell
440
-250
-36% -$20.3K 0.02% 234
2025
Q2 		$55.3K Buy
690
+250
+57% +$18K 0.04% 191
2025
Q1 		$31.6K Buy
+440
New +$33K 0.03% 216
2023
Q4 		$21.7K Hold
440
– – 0.02% 229
2023
Q3 		$18K Hold
440
– – 0.02% 229
2023
Q2 		$17.5K Hold
440
– – 0.02% 234
2023
Q1 		$16.4K Buy
+440
New +$19.2K 0.02% 245
2018
Q4 		$32K Buy
+693
New +$35.5K 0.05% 180

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nalls Sherbakoff Group's WFC Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Wells Fargo (WFC) position steady in Q2 2026 at 440 shares worth $36.4K. The position accounts for 0.03% of the portfolio, ranked #211.

Nalls Sherbakoff Group first reported a position in WFC in Q4 2018 and has held it in 11 quarters since. The position peaked at $55.3K in Q2 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Nalls Sherbakoff Group held 440 shares of Wells Fargo worth $36.4K as of Q2 2026.
  • Nalls Sherbakoff Group left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #211 holding.
  • Nalls Sherbakoff Group first reported a position in Wells Fargo in Q4 2018 and has held it in 11 quarters since.
  • Nalls Sherbakoff Group's Wells Fargo position peaked at $55.3K in Q2 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.