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Oregon Pacific Wealth Management’s Wells Fargo WFC Stock Holding History

Oregon Pacific 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 		$222K Hold
2,682
– – 0.21% 103
2026
Q1 		$214K Sell
2,682
-893
-25% -$76.7K 0.22% 97
2025
Q4 		$333K Sell
3,575
-82
-2% -$7.12K 0.34% 76
2025
Q3 		$307K Buy
3,657
+108
+3% +$8.76K 0.26% 95
2025
Q2 		$284K Buy
3,549
+45
+1% +$3.25K 0.27% 100
2025
Q1 		$252K Buy
3,504
+214
+7% +$16.1K 0.25% 104
2024
Q4 		$231K Buy
+3,290
New +$225K 0.23% 108

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

Oregon Pacific Wealth Management's WFC Position: Q2 2026 in Review

Oregon Pacific Wealth Management held its Wells Fargo (WFC) position steady in Q2 2026 at 2,682 shares worth $222K. The position accounts for 0.21% of the portfolio, ranked #103.

Oregon Pacific Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Oregon Pacific Wealth Management held 2,682 shares of Wells Fargo worth $222K as of Q2 2026.
  • Oregon Pacific Wealth Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.21% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Oregon Pacific Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Oregon Pacific Wealth Management's Wells Fargo position peaked at $333K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.