OneAscent Investment Solutions’s Wells Fargo WFC Stock Holding History

OneAscent Investment Solutions’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	–	Sell	-5,163	Closed	-$411K	–	176
2026 Q1	$411K	Buy	5,163 +41	+0.8%	+$3.52K	0.41%	63
2025 Q4	$477K	Hold	5,122	–	–	0.51%	45
2025 Q3	$429K	Sell	5,122 -13	-0.3%	-$1.05K	0.46%	57
2025 Q2	$411K	Sell	5,135 -232	-4%	-$16.7K	0.44%	64
2025 Q1	$385K	Buy	+5,367	New	+$403K	0.46%	65

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 $3.38T AUM 44.17% 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

OneAscent Investment Solutions's WFC Position: Q2 2026 in Review

OneAscent Investment Solutions sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 5,163 shares — an estimated $411K sold.

OneAscent Investment Solutions first reported a position in WFC in Q1 2025 and held it in 5 quarters. The position peaked at $477K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

OneAscent Investment Solutions reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
OneAscent Investment Solutions sold 5,163 Wells Fargo shares in Q2 2026, an estimated $411K.
OneAscent Investment Solutions first reported a position in Wells Fargo in Q1 2025 and held it in 5 quarters.
OneAscent Investment Solutions's Wells Fargo position peaked at $477K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on OneAscent Investment Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.