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Parr McKnight Wealth Management Group’s Wells Fargo WFC Stock Holding History

Parr McKnight Wealth Management Group’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 		$600K Sell
7,265
-100
-1% -$8.04K 0.07% 166
2026
Q1 		$586K Sell
7,365
-54
-0.7% -$4.64K 0.08% 167
2025
Q4 		$691K Sell
7,419
-33
-0.4% -$2.87K 0.09% 173
2025
Q3 		$625K Hold
7,452
– – 0.08% 176
2025
Q2 		$597K Hold
7,452
– – 0.08% 178
2025
Q1 		$535K Hold
7,452
– – 0.08% 179
2024
Q4 		$523K Buy
+7,452
New +$509K 0.08% 175

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 $3.38T AUM 44.17% 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

Parr McKnight Wealth Management Group's WFC Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its Wells Fargo (WFC) stake by 1.4% in Q2 2026, selling an estimated $8.04K and leaving 7,265 shares worth $600K. The position accounts for 0.07% of the portfolio, ranked #166.

Parr McKnight Wealth Management Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $691K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Parr McKnight Wealth Management Group held 7,265 shares of Wells Fargo worth $600K as of Q2 2026.
  • Parr McKnight Wealth Management Group sold 100 Wells Fargo shares in Q2 2026, an estimated $8.04K.
  • Wells Fargo made up 0.07% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #166 holding.
  • Parr McKnight Wealth Management Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Parr McKnight Wealth Management Group's Wells Fargo position peaked at $691K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.