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Ritholtz Wealth Management’s Wells Fargo WFC Stock Holding History

Ritholtz Wealth 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
2021
Q3 		– Sell
-5,000
Closed -$72K – 581
2021
Q2 		$72K Buy
5,000
+1,000
+25% +$44.7K 0.01% 501
2021
Q1 		$43K Buy
+4,000
New +$142K ﹤0.01% 452

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

Ritholtz Wealth Management's WFC Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Wells Fargo (WFC) stake by 5.7% in Q2 2026, buying an estimated $394K and bringing the position to 90,739 shares worth $7.5M. The position accounts for 0.11% of the portfolio, ranked #113.

Ritholtz Wealth Management first reported a position in WFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.05M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ritholtz Wealth Management held 90,739 shares of Wells Fargo worth $7.5M as of Q2 2026.
  • Ritholtz Wealth Management bought 4,907 Wells Fargo shares in Q2 2026, an estimated $394K.
  • Wells Fargo made up 0.11% of Ritholtz Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Ritholtz Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 35 quarters since.
  • Ritholtz Wealth Management's Wells Fargo position peaked at $8.05M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.