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Potomac Fund Management’s Wells Fargo WFC Stock Holding History

Potomac Fund Management’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 		$2.07M Buy
24,995
+245
+1% +$19.7K 0.05% 32
2026
Q1 		$1.97M Buy
24,750
+616
+3% +$52.9K 0.07% 32
2025
Q4 		$2.25M Sell
24,134
-2,805
-10% -$244K 0.08% 29
2025
Q3 		$2.26M Sell
26,939
-1,207
-4% -$97.9K 0.1% 32
2025
Q2 		$2.25M Sell
28,146
-404
-1% -$29.1K 0.13% 28
2025
Q1 		$1.83M Buy
28,550
+675
+2% +$50.7K 0.8% 14
2024
Q4 		$1.96M Buy
+27,875
New +$1.9M 0.11% 26

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

Potomac Fund Management's WFC Position: Q2 2026 in Review

Potomac Fund Management increased its Wells Fargo (WFC) stake by 0.99% in Q2 2026, buying an estimated $19.7K and bringing the position to 24,995 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #32.

Potomac Fund Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Potomac Fund Management held 24,995 shares of Wells Fargo worth $2.07M as of Q2 2026.
  • Potomac Fund Management bought 245 Wells Fargo shares in Q2 2026, an estimated $19.7K.
  • Wells Fargo made up 0.05% of Potomac Fund Management's portfolio in Q2 2026, its #32 holding.
  • Potomac Fund Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Potomac Fund Management's Wells Fargo position peaked at $2.26M in Q3 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.