Rakuten Investment Management
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Rakuten Investment Management’s Wells Fargo WFC Stock Holding History

Rakuten Investment 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 		$41.8M Buy
500,764
+39,470
+9% +$3.17M 0.12% 54
2026
Q1 		$35.4M Buy
461,294
+45,622
+11% +$3.92M 0.07% 48
2025
Q4 		$39.3M Buy
415,672
+373,865
+894% +$32.5M 0.13% 43
2025
Q3 		$16.5M Buy
+41,807
New +$3.39M 0.06% 97
2025
Q1 		$21.2M Buy
+300,608
New +$22.6M 0.1% 51

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's WFC Position: Q2 2026 in Review

Rakuten Investment Management increased its Wells Fargo (WFC) stake by 8.6% in Q2 2026, buying an estimated $3.17M and bringing the position to 500,764 shares worth $41.8M. The position accounts for 0.12% of the portfolio, ranked #54.

Rakuten Investment Management first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Rakuten Investment Management held 500,764 shares of Wells Fargo worth $41.8M as of Q2 2026.
  • Rakuten Investment Management bought 39,470 Wells Fargo shares in Q2 2026, an estimated $3.17M.
  • Wells Fargo made up 0.12% of Rakuten Investment Management's portfolio in Q2 2026, its #54 holding.
  • Rakuten Investment Management first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • 2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.