PMSA
WFC icon

Patrick M. Sweeney & Associates’s Wells Fargo WFC Stock Holding History

Patrick M. Sweeney & Associates’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 		$557K Buy
6,742
+102
+2% +$8.2K 0.32% 79
2026
Q1 		$529K Buy
6,640
+77
+1% +$6.61K 0.34% 74
2025
Q4 		$612K Buy
6,563
+193
+3% +$16.8K 0.38% 67
2025
Q3 		$534K Buy
6,370
+257
+4% +$20.8K 0.35% 72
2025
Q2 		$511K Buy
6,113
+556
+10% +$40.1K 0.35% 74
2025
Q1 		$399K Buy
5,557
+195
+4% +$14.6K 0.3% 84
2024
Q4 		$377K Sell
5,362
-1,065
-17% -$72.7K 0.28% 88
2024
Q3 		$363K Buy
6,427
+455
+8% +$25.7K 0.27% 96
2024
Q2 		$348K Buy
5,972
+660
+12% +$39K 0.28% 88
2024
Q1 		$308K Buy
5,312
+725
+16% +$37.9K 0.25% 96
2023
Q4 		$226K Buy
+4,587
New +$198K 0.21% 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

Patrick M. Sweeney & Associates's WFC Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Wells Fargo (WFC) stake by 1.5% in Q2 2026, buying an estimated $8.2K and bringing the position to 6,742 shares worth $557K. The position accounts for 0.32% of the portfolio, ranked #79.

Patrick M. Sweeney & Associates first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $612K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Patrick M. Sweeney & Associates held 6,742 shares of Wells Fargo worth $557K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 102 Wells Fargo shares in Q2 2026, an estimated $8.2K.
  • Wells Fargo made up 0.32% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #79 holding.
  • Patrick M. Sweeney & Associates first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Wells Fargo position peaked at $612K in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.