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Personal CFO Solutions’s Wells Fargo WFC Stock Holding History

Personal CFO Solutions’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 		$1.18M Sell
14,272
-1,573
-10% -$126K 0.17% 101
2026
Q1 		$1.26M Sell
15,845
-202
-1% -$17.4K 0.18% 101
2025
Q4 		$1.5M Sell
16,047
-436
-3% -$37.9K 0.24% 70
2025
Q3 		$1.38M Buy
16,483
+2,220
+16% +$180K 0.24% 76
2025
Q2 		$1.14M Buy
14,263
+2,312
+19% +$167K 0.21% 95
2025
Q1 		$858K Buy
11,951
+277
+2% +$20.8K 0.17% 121
2024
Q4 		$820K Sell
11,674
-5,291
-31% -$361K 0.16% 126
2024
Q3 		$958K Sell
16,965
-263
-2% -$14.9K 0.13% 145
2024
Q2 		$1.02M Sell
17,228
-469
-3% -$27.7K 0.16% 125
2024
Q1 		$1.03M Sell
17,697
-2,691
-13% -$141K 0.16% 123
2023
Q4 		$1M Buy
20,388
+3,658
+22% +$158K 0.17% 115
2023
Q3 		$684K Buy
16,730
+1,062
+7% +$45.9K 0.14% 143
2023
Q2 		$669K Buy
15,668
+2,206
+16% +$88.8K 0.14% 150
2023
Q1 		$503K Buy
13,462
+2,380
+21% +$104K 0.1% 195
2022
Q4 		$458K Buy
11,082
+1,189
+12% +$52.6K 0.1% 202
2022
Q3 		$398K Sell
9,893
-715
-7% -$30.7K 0.1% 193
2022
Q2 		$416K Buy
10,608
+2,888
+37% +$127K 0.1% 193
2022
Q1 		$374K Buy
7,720
+3,492
+83% +$187K 0.07% 265
2021
Q4 		$203K Buy
+4,228
New +$208K 0.04% 445
2020
Q3 		– Sell
-8,233
Closed -$211K – 335
2020
Q2 		$211K Sell
8,233
-4,458
-35% -$122K 0.06% 279
2020
Q1 		$364K Buy
12,691
+3,684
+41% +$157K 0.13% 146
2019
Q4 		$504K Buy
9,007
+4,444
+97% +$233K 0.14% 152
2019
Q3 		$230K Buy
+4,563
New +$215K 0.09% 254

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

Personal CFO Solutions's WFC Position: Q2 2026 in Review

Personal CFO Solutions reduced its Wells Fargo (WFC) stake by 9.9% in Q2 2026, selling an estimated $126K and leaving 14,272 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #101.

Personal CFO Solutions first reported a position in WFC in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.5M in Q4 2025. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Personal CFO Solutions held 14,272 shares of Wells Fargo worth $1.18M as of Q2 2026.
  • Personal CFO Solutions sold 1,573 Wells Fargo shares in Q2 2026, an estimated $126K.
  • Wells Fargo made up 0.17% of Personal CFO Solutions's portfolio in Q2 2026, its #101 holding.
  • Personal CFO Solutions first reported a position in Wells Fargo in Q3 2019 and has held it in 23 quarters since.
  • Personal CFO Solutions's Wells Fargo position peaked at $1.5M in Q4 2025.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.