RiverFront Investment Group’s Wells Fargo WFC Stock Holding History

RiverFront Investment Group’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	$3.35M	Sell	40,548 -87,640	-68%	-$7.04M	0.04%	137
2026 Q1	$10.2M	Buy	128,188 +6,281	+5%	+$539K	0.16%	71
2025 Q4	$11.4M	Buy	121,907 +10,753	+10%	+$934K	0.19%	63
2025 Q3	$9.32M	Buy	111,154 +3,664	+3%	+$297K	0.16%	68
2025 Q2	$8.61M	Buy	107,490 +5,150	+5%	+$371K	0.17%	66
2025 Q1	$7.35M	Sell	102,340 -7,156	-7%	-$537K	0.16%	70
2024 Q4	$7.69M	Sell	109,496 -6,998	-6%	-$478K	0.18%	68
2024 Q3	$6.58M	Sell	116,494 -136	-0.1%	-$7.69K	0.15%	68
2024 Q2	$6.93M	Buy	+116,630	New	+$6.89M	0.18%	62

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RiverFront Investment Group's WFC Position: Q2 2026 in Review

RiverFront Investment Group reduced its Wells Fargo (WFC) stake by 68% in Q2 2026, selling an estimated $7.04M and leaving 40,548 shares worth $3.35M. The position accounts for 0.04% of the portfolio, ranked #137.

RiverFront Investment Group first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.4M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

RiverFront Investment Group held 40,548 shares of Wells Fargo worth $3.35M as of Q2 2026.
RiverFront Investment Group sold 87,640 Wells Fargo shares in Q2 2026, an estimated $7.04M.
Wells Fargo made up 0.04% of RiverFront Investment Group's portfolio in Q2 2026, its #137 holding.
RiverFront Investment Group first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
RiverFront Investment Group's Wells Fargo position peaked at $11.4M in Q4 2025.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.