Raymond James Financial
WFC icon

Raymond James Financial’s Wells Fargo WFC Stock Holding History

Raymond James Financial’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 		$861M Sell
10,423,007
-737,805
-7% -$59.3M 0.23% 74
2026
Q1 		$885M Buy
11,160,812
+964,642
+9% +$82.9M 0.27% 60
2025
Q4 		$952M Buy
10,196,170
+3,218,312
+46% +$279M 0.3% 55
2025
Q3 		$585M Buy
6,977,858
+1,840,681
+36% +$149M 0.19% 96
2025
Q2 		$412M Buy
5,137,177
+710,205
+16% +$51.2M 0.14% 121
2025
Q1 		$318M Buy
4,426,972
+437,554
+11% +$32.9M 0.12% 153
2024
Q4 		$280M Buy
+3,989,418
New +$272M 0.1% 180

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

Raymond James Financial's WFC Position: Q2 2026 in Review

Raymond James Financial reduced its Wells Fargo (WFC) stake by 6.6% in Q2 2026, selling an estimated $59.3M and leaving 10,423,007 shares worth $861M. The position accounts for 0.23% of the portfolio, ranked #74.

Raymond James Financial first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $952M in Q4 2025. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Raymond James Financial held 10,423,007 shares of Wells Fargo worth $861M as of Q2 2026.
  • Raymond James Financial sold 737,805 Wells Fargo shares in Q2 2026, an estimated $59.3M.
  • Wells Fargo made up 0.23% of Raymond James Financial's portfolio in Q2 2026, its #74 holding.
  • Raymond James Financial first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Wells Fargo position peaked at $952M in Q4 2025.
  • 2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.