PGIM Custom Harvest’s Wells Fargo WFC Stock Holding History

PGIM Custom Harvest’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	$225K	Buy	2,720 +158	+6%	+$12.7K	﹤0.01%	289
2026 Q1	$204K	Sell	2,562 -777	-23%	-$66.7K	﹤0.01%	269
2025 Q4	$311K	Buy	3,339 +181	+6%	+$15.7K	﹤0.01%	216
2025 Q3	$265K	Buy	3,158 +147	+5%	+$11.9K	﹤0.01%	223
2025 Q2	$241K	Sell	3,011 -1,214	-29%	-$87.5K	0.01%	221
2025 Q1	$303K	Buy	4,225 +142	+3%	+$10.7K	0.01%	192
2024 Q4	$287K	Buy	+4,083	New	+$279K	0.01%	206
2023 Q2	–	Sell	-6,945	Closed	-$260K	–	206
2023 Q1	$260K	Buy	6,945 +76	+1%	+$3.31K	0.01%	171
2022 Q4	$284K	Buy	+6,869	New	+$304K	0.01%	172
2021 Q3	$254K	Buy	5,476 +17	+0.3%	+$787	0.04%	171
2021 Q2	$247K	Buy	5,459 +56	+1%	+$2.5K	0.05%	155
2021 Q1	$211K	Buy	+5,403	New	+$191K	0.05%	152

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PGIM Custom Harvest's WFC Position: Q2 2026 in Review

PGIM Custom Harvest increased its Wells Fargo (WFC) stake by 6.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,720 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

PGIM Custom Harvest first reported a position in WFC in Q1 2021 and has held it in 12 quarters since. The position peaked at $311K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

PGIM Custom Harvest held 2,720 shares of Wells Fargo worth $225K as of Q2 2026.
PGIM Custom Harvest bought 158 Wells Fargo shares in Q2 2026, an estimated $12.7K.
Wells Fargo made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q2 2026, its #289 holding.
PGIM Custom Harvest first reported a position in Wells Fargo in Q1 2021 and has held it in 12 quarters since.
PGIM Custom Harvest's Wells Fargo position peaked at $311K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.