Quantum Private Wealth’s Wells Fargo WFC Stock Holding History

Quantum Private Wealth’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	–	Sell	-2,750	Closed	-$219K	–	182
2026 Q1	$219K	Hold	2,750	–	–	0.07%	151
2025 Q4	$256K	Hold	2,750	–	–	0.07%	142
2025 Q3	$231K	Hold	2,750	–	–	0.07%	161
2025 Q2	$220K	Buy	+2,750	New	+$198K	0.07%	157
2025 Q1	–	Sell	-3,463	Closed	-$243K	–	183
2024 Q4	$243K	Buy	+3,463	New	+$236K	0.08%	159
2024 Q3	–	Sell	-3,463	Closed	-$206K	–	196
2024 Q2	$206K	Hold	3,463	–	–	0.07%	173
2024 Q1	$201K	Buy	+3,463	New	+$181K	0.07%	170

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 $3.37T AUM 44.26% 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

Quantum Private Wealth's WFC Position: Q2 2026 in Review

Quantum Private Wealth sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 2,750 shares — an estimated $219K sold.

Quantum Private Wealth first reported a position in WFC in Q1 2024 and held it in 7 quarters. The position peaked at $256K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Quantum Private Wealth reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Quantum Private Wealth sold 2,750 Wells Fargo shares in Q2 2026, an estimated $219K.
Quantum Private Wealth first reported a position in Wells Fargo in Q1 2024 and held it in 7 quarters.
Quantum Private Wealth's Wells Fargo position peaked at $256K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.