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Quadcap Wealth Management’s Wells Fargo WFC Stock Holding History

Quadcap Wealth 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 		$803K Buy
9,722
+610
+7% +$49K 0.08% 202
2026
Q1 		$725K Sell
9,112
-235
-3% -$20.2K 0.08% 205
2025
Q4 		$871K Sell
9,347
-70
-0.7% -$6.08K 0.1% 170
2025
Q3 		$789K Sell
9,417
-599
-6% -$48.6K 0.09% 184
2025
Q2 		$802K Buy
10,016
+206
+2% +$14.9K 0.1% 175
2025
Q1 		$704K Buy
9,810
+306
+3% +$23K 0.1% 190
2024
Q4 		$668K Sell
9,504
-41
-0.4% -$2.8K 0.1% 198
2024
Q3 		$539K Sell
9,545
-401
-4% -$22.7K 0.08% 238
2024
Q2 		$591K Sell
9,946
-256
-3% -$15.1K 0.11% 214
2024
Q1 		$591K Sell
10,202
-1,501
-13% -$78.5K 0.13% 182
2023
Q4 		$576K Buy
+11,703
New +$505K 0.15% 183

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

Quadcap Wealth Management's WFC Position: Q2 2026 in Review

Quadcap Wealth Management increased its Wells Fargo (WFC) stake by 6.7% in Q2 2026, buying an estimated $49K and bringing the position to 9,722 shares worth $803K. The position accounts for 0.08% of the portfolio, ranked #202.

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

  • Quadcap Wealth Management held 9,722 shares of Wells Fargo worth $803K as of Q2 2026.
  • Quadcap Wealth Management bought 610 Wells Fargo shares in Q2 2026, an estimated $49K.
  • Wells Fargo made up 0.08% of Quadcap Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Quadcap Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Quadcap Wealth Management's Wells Fargo position peaked at $871K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.