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Principal Securities’s Wells Fargo WFC Stock Holding History

Principal Securities’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 		$10.6M Sell
127,938
-5,316
-4% -$427K 0.13% 152
2026
Q1 		$10.6M Sell
133,254
-14,162
-10% -$1.22M 0.16% 123
2025
Q4 		$13.7M Buy
147,416
+16,770
+13% +$1.46M 0.21% 87
2025
Q3 		$11M Buy
130,646
+740
+0.6% +$60K 0.18% 104
2025
Q2 		$10.4M Buy
129,906
+16,464
+15% +$1.19M 0.2% 102
2025
Q1 		$7.97M Hold
113,442
– – 0.18% 114
2024
Q4 		$7.97M Buy
113,442
+12,609
+13% +$861K 0.18% 113
2024
Q3 		$5.7M Buy
100,833
+7,423
+8% +$420K 0.14% 141
2024
Q2 		$5.55M Buy
93,410
+9,240
+11% +$545K 0.15% 122
2024
Q1 		$4.88M Buy
84,170
+7,824
+10% +$409K 0.15% 131
2023
Q4 		$3.76M Buy
+76,346
New +$3.29M 0.14% 143

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

Principal Securities's WFC Position: Q2 2026 in Review

Principal Securities reduced its Wells Fargo (WFC) stake by 4% in Q2 2026, selling an estimated $427K and leaving 127,938 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #152.

Principal Securities first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Principal Securities held 127,938 shares of Wells Fargo worth $10.6M as of Q2 2026.
  • Principal Securities sold 5,316 Wells Fargo shares in Q2 2026, an estimated $427K.
  • Wells Fargo made up 0.13% of Principal Securities's portfolio in Q2 2026, its #152 holding.
  • Principal Securities first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Wells Fargo position peaked at $13.7M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.