Operose Advisors’s Wells Fargo WFC Stock Holding History

Operose Advisors’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	$115K	Buy	+1,389	New	+$112K	0.02%	226
2026 Q1	–	Sell	-1,000	Closed	-$93.2K	–	653
2025 Q4	$93.2K	Hold	1,000	–	–	0.02%	228
2025 Q3	$83.8K	Hold	1,000	–	–	0.02%	214
2025 Q2	$80.1K	Buy	+1,000	New	+$72.1K	0.02%	197
2024 Q4	–	Sell	-12,527	Closed	-$708K	–	644
2024 Q3	$708K	Hold	12,527	–	–	0.23%	61
2024 Q2	$744K	Hold	12,527	–	–	0.26%	50
2024 Q1	$726K	Sell	12,527 -699	-5%	-$36.6K	0.25%	60
2023 Q4	$651K	Sell	13,226 -2,886	-18%	-$125K	0.26%	45
2023 Q3	$658K	Buy	16,112 +3,386	+27%	+$146K	0.26%	39
2023 Q2	$543K	Buy	12,726 +11,399	+859%	+$459K	0.25%	41
2023 Q1	$49.6K	Buy	+1,327	New	+$57.8K	0.02%	155
2022 Q2	–	Sell	-234	Closed	-$11K	–	323
2022 Q1	$11K	Hold	234	–	–	0.01%	261
2021 Q4	$11K	Buy	+234	New	+$11.5K	0.01%	254

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

Operose Advisors's WFC Position: Q2 2026 in Review

Operose Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 1,389 shares worth $115K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: Operose Advisors previously reported a position in WFC as recently as Q4 2025.

Operose Advisors first reported a position in WFC in Q4 2021 and has held it in 13 quarters since. The position peaked at $744K in Q2 2024. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Operose Advisors held 1,389 shares of Wells Fargo worth $115K as of Q2 2026.
Wells Fargo was a new Operose Advisors position in Q2 2026.
Wells Fargo made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #226 holding.
Operose Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 13 quarters since.
Operose Advisors's Wells Fargo position peaked at $744K in Q2 2024.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.