Osaic Holdings
WFC icon

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 		$21.8K Hold
10
– – ﹤0.01% 6110
2026
Q1 		$24.9K Buy
+10
New +$859 ﹤0.01% 5719
2021
Q4 		– Sell
-37
Closed -$6K – 7594
2021
Q3 		$6K Sell
37
-287
-89% -$13.3K ﹤0.01% 6474
2021
Q2 		$17K Sell
324
-147
-31% -$6.56K ﹤0.01% 5767
2021
Q1 		$69K Sell
471
-299
-39% -$10.6K ﹤0.01% 4644
2020
Q4 		$60K Buy
770
+594
+338% +$15.4K ﹤0.01% 4435
2020
Q3 		$8K Sell
176
-766
-81% -$18.9K ﹤0.01% 5401
2020
Q2 		$131K Buy
942
+790
+520% +$21.6K ﹤0.01% 3488
2020
Q1 		$30K Buy
+152
New +$6.46K ﹤0.01% 4371

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

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.