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Purpose Unlimited Inc’s Wells Fargo WFC Stock Holding History

Purpose Unlimited Inc’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 		$14.3K Sell
171
-62
-27% -$4.98K ﹤0.01% 432
2026
Q1 		$18.5K Buy
+233
New +$20K ﹤0.01% 371

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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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

Purpose Unlimited Inc's WFC Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Wells Fargo (WFC) stake by 27% in Q2 2026, selling an estimated $4.98K and leaving 171 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Purpose Unlimited Inc first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.5K in Q1 2026. 2,880 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Purpose Unlimited Inc held 171 shares of Wells Fargo worth $14.3K as of Q2 2026.
  • Purpose Unlimited Inc sold 62 Wells Fargo shares in Q2 2026, an estimated $4.98K.
  • Wells Fargo made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #432 holding.
  • Purpose Unlimited Inc first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Wells Fargo position peaked at $18.5K in Q1 2026.
  • 2,880 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.