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Naviter Wealth’s Wells Fargo WFC Stock Holding History

Naviter Wealth’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 		$3.4M Buy
41,158
+9,244
+29% +$743K 0.31% 75
2026
Q1 		$2.54M Buy
31,914
+369
+1% +$31.7K 0.32% 75
2025
Q4 		$2.94M Sell
31,545
-6,205
-16% -$539K 0.38% 61
2025
Q3 		$3.16M Buy
37,750
+1,847
+5% +$150K 0.37% 66
2025
Q2 		$2.88M Buy
35,903
+307
+0.9% +$22.1K 0.35% 70
2025
Q1 		$2.52M Sell
35,596
-6,910
-16% -$519K 0.31% 85
2024
Q4 		$2.99M Buy
42,506
+775
+2% +$52.9K 0.36% 68
2024
Q3 		$2.36M Sell
41,731
-382
-0.9% -$21.6K 0.33% 79
2024
Q2 		$2.5M Buy
42,113
+519
+1% +$30.6K 0.37% 74
2024
Q1 		$2.41M Sell
41,594
-1,800
-4% -$94.2K 0.39% 69
2023
Q4 		$2.14M Buy
43,394
+6,262
+17% +$270K 0.43% 57
2023
Q3 		$1.52M Buy
37,132
+1,416
+4% +$61.1K 0.37% 68
2023
Q2 		$1.52M Buy
35,716
+3,264
+10% +$131K 0.39% 67
2023
Q1 		$1.21M Buy
32,452
+818
+3% +$35.7K 0.42% 59
2022
Q4 		$1.41M Buy
31,634
+3,564
+13% +$158K 0.39% 58
2022
Q3 		$1.13M Buy
28,070
+881
+3% +$37.9K 0.46% 43
2022
Q2 		$1.06M Buy
+27,189
New +$1.19M 0.44% 47

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

Naviter Wealth's WFC Position: Q2 2026 in Review

Naviter Wealth increased its Wells Fargo (WFC) stake by 29% in Q2 2026, buying an estimated $743K and bringing the position to 41,158 shares worth $3.4M. The position accounts for 0.31% of the portfolio, ranked #75.

Naviter Wealth first reported a position in WFC in Q2 2022 and has held it in 17 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Naviter Wealth held 41,158 shares of Wells Fargo worth $3.4M as of Q2 2026.
  • Naviter Wealth bought 9,244 Wells Fargo shares in Q2 2026, an estimated $743K.
  • Wells Fargo made up 0.31% of Naviter Wealth's portfolio in Q2 2026, its #75 holding.
  • Naviter Wealth first reported a position in Wells Fargo in Q2 2022 and has held it in 17 quarters since.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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