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

Private Wealth Management Group’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	$150K	Buy	1,813 +1,021	+129%	+$82.1K	0.03%	133
2026 Q1	$63.1K	Sell	792 -28	-3%	-$2.4K	0.02%	168
2025 Q4	$76.4K	Hold	820	–	–	0.02%	149
2025 Q3	$68.7K	Hold	820	–	–	0.02%	153
2025 Q2	$65.7K	Buy	820 +28	+4%	+$2.02K	0.02%	143
2025 Q1	$56.9K	Buy	792 +335	+73%	+$25.2K	0.02%	154
2024 Q4	$32.1K	Hold	457	–	–	0.01%	222
2024 Q3	$25.8K	Buy	457 +7	+2%	+$396	0.01%	239
2024 Q2	$26.7K	Hold	450	–	–	0.01%	231
2024 Q1	$26.1K	Hold	450	–	–	0.01%	230
2023 Q4	$22.1K	Buy	+450	New	+$19.4K	0.01%	250

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 Management Group's WFC Position: Q2 2026 in Review

Private Wealth Management Group increased its Wells Fargo (WFC) stake by 129% in Q2 2026, buying an estimated $82.1K and bringing the position to 1,813 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #133.

Private Wealth Management Group first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Private Wealth Management Group held 1,813 shares of Wells Fargo worth $150K as of Q2 2026.
Private Wealth Management Group bought 1,021 Wells Fargo shares in Q2 2026, an estimated $82.1K.
Wells Fargo made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #133 holding.
Private Wealth Management Group first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.