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Phillips Financial Management’s Wells Fargo WFC Stock Holding History

Phillips Financial Management’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 		$238K Buy
+2,884
New +$232K 0.02% 185
2026
Q1 		– Sell
-2,516
Closed -$234K – 314
2025
Q4 		$234K Buy
+2,516
New +$218K 0.02% 189

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

Phillips Financial Management's WFC Position: Q2 2026 in Review

Phillips Financial Management opened a new position in Wells Fargo (WFC) in Q2 2026: 2,884 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings. This is a return to the name: Phillips Financial Management previously reported a position in WFC as recently as Q4 2025.

Phillips Financial Management first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Phillips Financial Management held 2,884 shares of Wells Fargo worth $238K as of Q2 2026.
  • Wells Fargo was a new Phillips Financial Management position in Q2 2026.
  • Wells Fargo made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #185 holding.
  • Phillips Financial Management first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.