Pinnacle Holdings’s Wells Fargo WFC Stock Holding History

Pinnacle Holdings’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	$312K	Hold	3,772	–	–	0.1%	144
2026 Q1	$300K	Hold	3,772	–	–	0.1%	150
2025 Q4	$352K	Buy	3,772 +1,200	+47%	+$104K	0.12%	149
2025 Q3	$216K	Hold	2,572	–	–	0.08%	156
2025 Q2	$206K	Hold	2,572	–	–	0.07%	158
2025 Q1	$185K	Sell	2,572 -38	-1%	-$2.85K	0.07%	161
2024 Q4	$183K	Sell	2,610 -599	-19%	-$40.9K	0.07%	158
2024 Q3	$181K	Sell	3,209 -629	-16%	-$35.6K	0.07%	157
2024 Q2	$228K	Sell	3,838 -295	-7%	-$17.4K	0.09%	152
2024 Q1	$240K	Sell	4,133 -94	-2%	-$4.92K	0.1%	154
2023 Q4	$208K	Buy	4,227 +2,000	+90%	+$86.3K	0.09%	157
2023 Q3	$91K	Hold	2,227	–	–	0.04%	168
2023 Q2	$95K	Hold	2,227	–	–	0.04%	163
2023 Q1	$83.2K	Buy	2,227 +495	+29%	+$21.6K	0.04%	169
2022 Q4	$71.5K	Buy	+1,732	New	+$76.7K	0.03%	170
2022 Q3	–	Sell	-1,732	Closed	-$67.8K	–	243
2022 Q2	$67.8K	Hold	1,732	–	–	0.03%	174
2022 Q1	$83.9K	Buy	+1,732	New	+$92.7K	0.03%	174
2021 Q4	–	Sell	-732	Closed	-$34K	–	258
2021 Q3	$34K	Buy	+732	New	+$33.9K	0.01%	217

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

Pinnacle Holdings's WFC Position: Q2 2026 in Review

Pinnacle Holdings held its Wells Fargo (WFC) position steady in Q2 2026 at 3,772 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #144.

Pinnacle Holdings first reported a position in WFC in Q3 2021 and has held it in 18 quarters since. The position peaked at $352K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Pinnacle Holdings held 3,772 shares of Wells Fargo worth $312K as of Q2 2026.
Pinnacle Holdings left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.1% of Pinnacle Holdings's portfolio in Q2 2026, its #144 holding.
Pinnacle Holdings first reported a position in Wells Fargo in Q3 2021 and has held it in 18 quarters since.
Pinnacle Holdings's Wells Fargo position peaked at $352K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.