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Richmond Investment Services’s Wells Fargo WFC Stock Holding History

Richmond Investment 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 		$227K Sell
2,744
-4,012
-59% -$322K 0.07% 132
2026
Q1 		$538K Buy
6,756
+82
+1% +$7.04K 0.09% 150
2025
Q4 		$622K Buy
6,674
+202
+3% +$17.5K 0.11% 122
2025
Q3 		$542K Buy
6,472
+50
+0.8% +$4.05K 0.1% 129
2025
Q2 		$515K Buy
6,422
+3,618
+129% +$261K 0.11% 124
2025
Q1 		$201K Buy
+2,804
New +$211K 0.11% 109

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

Richmond Investment Services's WFC Position: Q2 2026 in Review

Richmond Investment Services reduced its Wells Fargo (WFC) stake by 59% in Q2 2026, selling an estimated $322K and leaving 2,744 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #132.

Richmond Investment Services first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $622K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Richmond Investment Services held 2,744 shares of Wells Fargo worth $227K as of Q2 2026.
  • Richmond Investment Services sold 4,012 Wells Fargo shares in Q2 2026, an estimated $322K.
  • Wells Fargo made up 0.07% of Richmond Investment Services's portfolio in Q2 2026, its #132 holding.
  • Richmond Investment Services first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Richmond Investment Services's Wells Fargo position peaked at $622K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.