Potentia Wealth’s Wells Fargo WFC Stock Holding History

Potentia Wealth’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	$1.33M	Sell	16,050 -1,062	-6%	-$85.3K	0.54%	29
2026 Q1	$1.36M	Hold	17,112	–	–	0.53%	30
2025 Q4	$1.59M	Hold	17,112	–	–	0.58%	26
2025 Q3	$1.43M	Hold	17,112	–	–	0.55%	29
2025 Q2	$1.37M	Hold	17,112	–	–	0.78%	16
2025 Q1	$1.23M	Sell	17,112 -5,000	-23%	-$375K	0.58%	27
2024 Q4	$1.55M	Buy	+22,112	New	+$1.51M	0.69%	27

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

Potentia Wealth's WFC Position: Q2 2026 in Review

Potentia Wealth reduced its Wells Fargo (WFC) stake by 6.2% in Q2 2026, selling an estimated $85.3K and leaving 16,050 shares worth $1.33M. The position accounts for 0.54% of the portfolio, ranked #29.

Potentia Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Potentia Wealth held 16,050 shares of Wells Fargo worth $1.33M as of Q2 2026.
Potentia Wealth sold 1,062 Wells Fargo shares in Q2 2026, an estimated $85.3K.
Wells Fargo made up 0.54% of Potentia Wealth's portfolio in Q2 2026, its #29 holding.
Potentia Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Potentia Wealth's Wells Fargo position peaked at $1.59M in Q4 2025.
2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.