Oak Thistle LLC’s Wells Fargo WFC Stock Holding History

Oak Thistle LLC’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	$5.57M	Sell	67,438 -4,164	-6%	-$335K	0.54%	30
2026 Q1	$5.7M	Buy	71,602 +50,569	+240%	+$4.34M	0.55%	23
2025 Q4	$1.96M	Buy	21,033 +17,780	+547%	+$1.54M	0.27%	118
2025 Q3	$273K	Sell	3,253 -29,734	-90%	-$2.41M	0.04%	428
2025 Q2	$2.64M	Buy	+32,987	New	+$2.38M	0.39%	63

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

Oak Thistle LLC's WFC Position: Q2 2026 in Review

Oak Thistle LLC reduced its Wells Fargo (WFC) stake by 5.8% in Q2 2026, selling an estimated $335K and leaving 67,438 shares worth $5.57M. The position accounts for 0.54% of the portfolio, ranked #30.

Oak Thistle LLC first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.7M in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Oak Thistle LLC held 67,438 shares of Wells Fargo worth $5.57M as of Q2 2026.
Oak Thistle LLC sold 4,164 Wells Fargo shares in Q2 2026, an estimated $335K.
Wells Fargo made up 0.54% of Oak Thistle LLC's portfolio in Q2 2026, its #30 holding.
Oak Thistle LLC first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
Oak Thistle LLC's Wells Fargo position peaked at $5.7M in Q1 2026.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.