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Prosperity Consulting Group’s Wells Fargo WFC Stock Holding History

Prosperity Consulting 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 		$1.18M Buy
14,315
+1,242
+10% +$99.8K 0.04% 235
2026
Q1 		$1.04M Buy
13,073
+570
+5% +$49K 0.05% 244
2025
Q4 		$1.17M Buy
12,503
+450
+4% +$39.1K 0.05% 228
2025
Q3 		$1.01M Buy
12,053
+1,724
+17% +$140K 0.05% 246
2025
Q2 		$828K Buy
10,329
+497
+5% +$35.8K 0.06% 255
2025
Q1 		$706K Buy
9,832
+3,460
+54% +$260K 0.05% 262
2024
Q4 		$448K Buy
6,372
+1,290
+25% +$88.1K 0.03% 329
2024
Q3 		$287K Buy
5,082
+89
+2% +$5.03K 0.02% 381
2024
Q2 		$297K Buy
4,993
+349
+8% +$20.6K 0.04% 258
2024
Q1 		$269K Buy
4,644
+578
+14% +$30.2K 0.03% 287
2023
Q4 		$200K Buy
+4,066
New +$175K 0.07% 197

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

Prosperity Consulting Group's WFC Position: Q2 2026 in Review

Prosperity Consulting Group increased its Wells Fargo (WFC) stake by 9.5% in Q2 2026, buying an estimated $99.8K and bringing the position to 14,315 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #235.

Prosperity Consulting Group first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Prosperity Consulting Group held 14,315 shares of Wells Fargo worth $1.18M as of Q2 2026.
  • Prosperity Consulting Group bought 1,242 Wells Fargo shares in Q2 2026, an estimated $99.8K.
  • Wells Fargo made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #235 holding.
  • Prosperity Consulting Group first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.