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Portfolio Design Labs’s Wells Fargo WFC Stock Holding History

Portfolio Design Labs’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 		$2.39M Buy
28,877
+1,420
+5% +$114K 0.39% 55
2026
Q1 		$2.19M Sell
27,457
-3,429
-11% -$295K 0.39% 48
2025
Q4 		$2.88M Buy
30,886
+288
+0.9% +$25K 0.47% 37
2025
Q3 		$2.56M Buy
30,598
+16,697
+120% +$1.35M 0.44% 47
2025
Q2 		$1.11M Sell
13,901
-15,361
-52% -$1.11M 0.22% 78
2025
Q1 		$2.1M Sell
29,262
-38,896
-57% -$2.92M 0.43% 71
2024
Q4 		$4.79M Buy
68,158
+11,844
+21% +$809K 0.98% 22
2024
Q3 		$3.18M Buy
56,314
+16,428
+41% +$929K 0.89% 28
2024
Q2 		$2.37M Buy
39,886
+4,110
+11% +$243K 0.73% 58
2024
Q1 		$2.07M Buy
+35,776
New +$1.87M 0.7% 62

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

Portfolio Design Labs's WFC Position: Q2 2026 in Review

Portfolio Design Labs increased its Wells Fargo (WFC) stake by 5.2% in Q2 2026, buying an estimated $114K and bringing the position to 28,877 shares worth $2.39M. The position accounts for 0.39% of the portfolio, ranked #55.

Portfolio Design Labs first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.79M in Q4 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Portfolio Design Labs held 28,877 shares of Wells Fargo worth $2.39M as of Q2 2026.
  • Portfolio Design Labs bought 1,420 Wells Fargo shares in Q2 2026, an estimated $114K.
  • Wells Fargo made up 0.39% of Portfolio Design Labs's portfolio in Q2 2026, its #55 holding.
  • Portfolio Design Labs first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • Portfolio Design Labs's Wells Fargo position peaked at $4.79M in Q4 2024.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.