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Petix & Botte Financial’s Wells Fargo WFC Stock Holding History

Petix & Botte Financial’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 		$316K Buy
3,828
+1,914
+100% +$154K 0.06% 120
2026
Q1 		$305K Sell
1,914
-1,914
-50% -$164K 0.07% 113
2025
Q4 		$357K Hold
3,828
– – 0.08% 99
2025
Q3 		$321K Hold
3,828
– – 0.07% 103
2025
Q2 		$307K Hold
3,828
– – 0.08% 107
2025
Q1 		$275K Hold
3,828
– – 0.07% 106
2024
Q4 		$269K Hold
3,828
– – 0.07% 110
2024
Q3 		$216K Hold
3,828
– – 0.06% 120
2024
Q2 		$227K Buy
+3,828
New +$226K 0.06% 113

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

Petix & Botte Financial's WFC Position: Q2 2026 in Review

Petix & Botte Financial increased its Wells Fargo (WFC) stake by 100% in Q2 2026, buying an estimated $154K and bringing the position to 3,828 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #120.

Petix & Botte Financial first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $357K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Petix & Botte Financial held 3,828 shares of Wells Fargo worth $316K as of Q2 2026.
  • Petix & Botte Financial bought 1,914 Wells Fargo shares in Q2 2026, an estimated $154K.
  • Wells Fargo made up 0.06% of Petix & Botte Financial's portfolio in Q2 2026, its #120 holding.
  • Petix & Botte Financial first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
  • Petix & Botte Financial's Wells Fargo position peaked at $357K in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.