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POM Investment Strategies’s Wells Fargo WFC Stock Holding History

POM Investment Strategies’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 		$3.39K Sell
41
-131
-76% -$10.5K ﹤0.01% 234
2026
Q1 		$13.7K Buy
172
+51
+42% +$4.38K 0.02% 188
2025
Q4 		$11.3K Buy
+121
New +$10.5K 0.01% 142

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

POM Investment Strategies's WFC Position: Q2 2026 in Review

POM Investment Strategies reduced its Wells Fargo (WFC) stake by 76% in Q2 2026, selling an estimated $10.5K and leaving 41 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

POM Investment Strategies first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.7K in Q1 2026. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • POM Investment Strategies held 41 shares of Wells Fargo worth $3.39K as of Q2 2026.
  • POM Investment Strategies sold 131 Wells Fargo shares in Q2 2026, an estimated $10.5K.
  • Wells Fargo made up ﹤0.01% of POM Investment Strategies's portfolio in Q2 2026, its #234 holding.
  • POM Investment Strategies first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • POM Investment Strategies's Wells Fargo position peaked at $13.7K in Q1 2026.
  • 2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.