Private Wealth Asset Management’s Wells Fargo WFC Stock Holding History

Private Wealth Asset 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	$1.88M	Sell	22,757 -4,273	-16%	-$343K	0.18%	82
2026 Q1	$2.15M	Sell	27,030 -694	-3%	-$59.6K	0.23%	74
2025 Q4	$2.58M	Sell	27,724 -271	-1%	-$23.5K	0.28%	61
2025 Q3	$2.35M	Sell	27,995 -891	-3%	-$72.3K	0.28%	57
2025 Q2	$2.31M	Sell	28,886 -2,626	-8%	-$189K	0.31%	57
2025 Q1	$2.26M	Buy	+31,512	New	+$2.37M	0.33%	55

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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's WFC Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $343K and leaving 22,757 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #82.

Private Wealth Asset Management first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.58M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Private Wealth Asset Management held 22,757 shares of Wells Fargo worth $1.88M as of Q2 2026.
Private Wealth Asset Management sold 4,273 Wells Fargo shares in Q2 2026, an estimated $343K.
Wells Fargo made up 0.18% of Private Wealth Asset Management's portfolio in Q2 2026, its #82 holding.
Private Wealth Asset Management first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Wells Fargo position peaked at $2.58M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.