Orographic Financial Advisors’s Wells Fargo WFC Stock Holding History

Orographic Financial 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	$358K	Hold	4,030	–	–	0.24%	77
2026 Q1	$320K	Buy	+4,030	New	+$346K	0.23%	84

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

Orographic Financial Advisors's WFC Position: Q2 2026 in Review

Orographic Financial Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 4,030 shares worth $358K. The position accounts for 0.24% of the portfolio, ranked #77.

Orographic Financial Advisors first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Orographic Financial Advisors held 4,030 shares of Wells Fargo worth $358K as of Q2 2026.
Orographic Financial Advisors left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.24% of Orographic Financial Advisors's portfolio in Q2 2026, its #77 holding.
Orographic Financial Advisors first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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