Pinney & Scofield’s Wells Fargo WFC Stock Holding History

Pinney & Scofield’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	$6.78K	Hold	82	–	–	﹤0.01%	191
2026 Q1	$6.53K	Sell	82 -99	-55%	-$8.5K	﹤0.01%	196
2025 Q4	$16.9K	Hold	181	–	–	0.01%	156
2025 Q3	$15.2K	Hold	181	–	–	0.01%	157
2025 Q2	$14.5K	Hold	181	–	–	0.01%	156
2025 Q1	$13K	Hold	181	–	–	0.01%	160
2024 Q4	$12.7K	Buy	+181	New	+$12.4K	0.01%	159

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

Pinney & Scofield's WFC Position: Q2 2026 in Review

Pinney & Scofield held its Wells Fargo (WFC) position steady in Q2 2026 at 82 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Pinney & Scofield first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.9K in Q4 2025. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Pinney & Scofield held 82 shares of Wells Fargo worth $6.78K as of Q2 2026.
Pinney & Scofield left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up ﹤0.01% of Pinney & Scofield's portfolio in Q2 2026, its #191 holding.
Pinney & Scofield first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Pinney & Scofield's Wells Fargo position peaked at $16.9K in Q4 2025.
2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.