Power Wealth Management’s Wells Fargo WFC Stock Holding History

Power Wealth 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	–	Sell	-3,979	Closed	-$317K	–	124
2026 Q1	$317K	Buy	3,979 +1,153	+41%	+$99K	0.12%	77
2025 Q4	$263K	Sell	2,826 -1,499	-35%	-$130K	0.09%	82
2025 Q3	$363K	Buy	4,325 +294	+7%	+$23.8K	0.13%	72
2025 Q2	$323K	Buy	4,031 +593	+17%	+$42.8K	0.12%	76
2025 Q1	$247K	Sell	3,438 -792	-19%	-$59.5K	0.1%	74
2024 Q4	$297K	Hold	4,230	–	–	0.12%	77
2024 Q3	$239K	Buy	4,230 +375	+10%	+$21.2K	0.1%	83
2024 Q2	$229K	Buy	3,855 +193	+5%	+$11.4K	0.11%	93
2024 Q1	$212K	Buy	+3,662	New	+$192K	0.13%	93

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

Power Wealth Management's WFC Position: Q2 2026 in Review

Power Wealth Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 3,979 shares — an estimated $317K sold.

Power Wealth Management first reported a position in WFC in Q1 2024 and held it in 9 quarters. The position peaked at $363K in Q3 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Power Wealth Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Power Wealth Management sold 3,979 Wells Fargo shares in Q2 2026, an estimated $317K.
Power Wealth Management first reported a position in Wells Fargo in Q1 2024 and held it in 9 quarters.
Power Wealth Management's Wells Fargo position peaked at $363K in Q3 2025.
2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.