Osaic Holdings’s Wells Fargo WFC Stock Holding History

Osaic Holdings’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	$24.1K	Hold	10	–	–	﹤0.01%	6029
2026 Q1	$21.1K	Buy	+10	New	+$859	﹤0.01%	5818
2021 Q4	–	Sell	-5	Closed	-$8K	–	7593
2021 Q3	$8K	Sell	5 -5	-50%	-$231	﹤0.01%	6342
2021 Q2	$16K	Hold	10	–	–	﹤0.01%	5802
2021 Q1	$11K	Sell	10 -250	-96%	-$8.85K	﹤0.01%	5837
2020 Q4	$84K	Buy	260 +195	+300%	+$5.05K	﹤0.01%	4179
2020 Q3	$11K	Sell	65 -415	-86%	-$10.2K	﹤0.01%	5234
2020 Q2	$24K	Buy	480 +450	+1,500%	+$12.3K	﹤0.01%	4697
2020 Q1	$6K	Buy	+30	New	+$1.27K	﹤0.01%	5285

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

Osaic Holdings's WFC Position: Q2 2026 in Review

Osaic Holdings increased its Wells Fargo (WFC) stake by 18% in Q2 2026, buying an estimated $8.64M and bringing the position to 691,880 shares worth $57.2M. The position accounts for 0.07% of the portfolio, ranked #291.

Osaic Holdings first reported a position in WFC in Q1 2020 and has held it in 26 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Osaic Holdings held 691,880 shares of Wells Fargo worth $57.2M as of Q2 2026.
Osaic Holdings bought 107,484 Wells Fargo shares in Q2 2026, an estimated $8.64M.
Wells Fargo made up 0.07% of Osaic Holdings's portfolio in Q2 2026, its #291 holding.
Osaic Holdings first reported a position in Wells Fargo in Q1 2020 and has held it in 26 quarters since.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.