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Richardson Financial Services’s Wells Fargo WFC Stock Holding History

Richardson Financial Services’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
-709
Closed -$56.4K – 640
2026
Q1 		$56.4K Sell
709
-397
-36% -$34.1K 0.04% 282
2025
Q4 		$103K Buy
1,106
+124
+13% +$10.8K 0.03% 225
2025
Q3 		$82.3K Buy
982
+319
+48% +$25.9K 0.05% 228
2025
Q2 		$54K Buy
663
+9
+1% +$649 0.04% 248
2025
Q1 		$46.9K Sell
654
-320
-33% -$24K 0.04% 245
2024
Q4 		$68.6K Sell
974
-21
-2% -$1.43K 0.05% 227
2024
Q3 		$59.1K Hold
995
– – 0.04% 248
2024
Q2 		$59.1K Hold
995
– – 0.04% 235
2024
Q1 		$57.7K Hold
995
– – 0.04% 240
2023
Q4 		$49K Buy
+995
New +$42.9K 0.04% 214

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

Richardson Financial Services's WFC Position: Q2 2026 in Review

Richardson Financial Services sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 709 shares — an estimated $56.4K sold.

Richardson Financial Services first reported a position in WFC in Q4 2023 and held it in 10 quarters. The position peaked at $103K in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Richardson Financial Services reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Richardson Financial Services sold 709 Wells Fargo shares in Q2 2026, an estimated $56.4K.
  • Richardson Financial Services first reported a position in Wells Fargo in Q4 2023 and held it in 10 quarters.
  • Richardson Financial Services's Wells Fargo position peaked at $103K in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.