Northcape Wealth Management’s Wells Fargo WFC Stock Holding History

Northcape 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	$428K	Buy	5,182 +1,185	+30%	+$95.2K	0.11%	103
2026 Q1	$318K	Buy	3,997 +42	+1%	+$3.61K	0.09%	118
2025 Q4	$369K	Sell	3,955 -179	-4%	-$15.5K	0.1%	110
2025 Q3	$347K	Sell	4,134 -4	-0.1%	-$324	0.1%	111
2025 Q2	$332K	Buy	4,138 +1,091	+36%	+$78.7K	0.1%	114
2025 Q1	$219K	Buy	3,047 +7	+0.2%	+$526	0.07%	129
2024 Q4	$214K	Buy	+3,040	New	+$208K	0.07%	130
2022 Q4	–	Sell	-5,384	Closed	-$217K	–	132
2022 Q3	$217K	Buy	+5,384	New	+$231K	0.08%	129
2022 Q2	–	Sell	-5,084	Closed	-$246K	–	148
2022 Q1	$246K	Buy	+5,084	New	+$272K	0.07%	134

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

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

Northcape Wealth Management increased its Wells Fargo (WFC) stake by 30% in Q2 2026, buying an estimated $95.2K and bringing the position to 5,182 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #103.

Northcape Wealth Management first reported a position in WFC in Q1 2022 and has held it in 9 quarters since. 2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Northcape Wealth Management held 5,182 shares of Wells Fargo worth $428K as of Q2 2026.
Northcape Wealth Management bought 1,185 Wells Fargo shares in Q2 2026, an estimated $95.2K.
Wells Fargo made up 0.11% of Northcape Wealth Management's portfolio in Q2 2026, its #103 holding.
Northcape Wealth Management first reported a position in Wells Fargo in Q1 2022 and has held it in 9 quarters since.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.