RHIG
WFC icon

R.H. Investment Group’s Wells Fargo WFC Stock Holding History

R.H. Investment 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 		$5.76M Sell
69,656
-445
-0.6% -$35.8K 4.34% 8
2026
Q1 		$5.93M Sell
70,101
-110
-0.2% -$9.45K 4.58% 8
2025
Q4 		$6.54M Sell
70,211
-50
-0.1% -$4.34K 5.48% 5
2025
Q3 		$5.89M Sell
70,261
-1,120
-2% -$90.8K 5.11% 4
2025
Q2 		$5.72M Sell
71,381
-140
-0.2% -$10.1K 5.24% 4
2025
Q1 		$5.13M Sell
71,521
-457
-0.6% -$34.3K 4.94% 6
2024
Q4 		$5.06M Buy
+71,978
New +$4.91M 4.77% 7

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

R.H. Investment Group's WFC Position: Q2 2026 in Review

R.H. Investment Group reduced its Wells Fargo (WFC) stake by 0.63% in Q2 2026, selling an estimated $35.8K and leaving 69,656 shares worth $5.76M. The position accounts for 4.34% of the portfolio, ranked #8.

R.H. Investment Group first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.54M in Q4 2025. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • R.H. Investment Group held 69,656 shares of Wells Fargo worth $5.76M as of Q2 2026.
  • R.H. Investment Group sold 445 Wells Fargo shares in Q2 2026, an estimated $35.8K.
  • Wells Fargo made up 4.34% of R.H. Investment Group's portfolio in Q2 2026, its #8 holding.
  • R.H. Investment Group first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • R.H. Investment Group's Wells Fargo position peaked at $6.54M in Q4 2025.
  • 2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on R.H. Investment Group's 13F filing for Q2 2026, filed 7 Aug 2026.