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RKL Wealth Management’s Wells Fargo WFC Stock Holding History

RKL 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
2026
Q2 		$290K Sell
3,513
-176
-5% -$14.1K 0.02% 165
2026
Q1 		$294K Sell
3,689
-4,437
-55% -$381K 0.03% 159
2025
Q4 		$757K Buy
8,126
+148
+2% +$12.8K 0.06% 109
2025
Q3 		$669K Sell
7,978
-41
-0.5% -$3.33K 0.06% 113
2025
Q2 		$643K Sell
8,019
-166
-2% -$12K 0.06% 115
2025
Q1 		$588K Buy
8,185
+5,113
+166% +$384K 0.06% 113
2024
Q4 		$216K Buy
+3,072
New +$210K 0.02% 167
2024
Q3 		– Sell
-3,510
Closed -$208K – 165
2024
Q2 		$208K Sell
3,510
-33
-0.9% -$1.95K 0.02% 143
2024
Q1 		$205K Buy
+3,543
New +$185K 0.02% 155
2018
Q4 		– Sell
-4,891
Closed -$257K – 127
2018
Q3 		$257K Buy
4,891
+37
+0.8% +$2.11K 0.05% 120
2018
Q2 		$272K Sell
4,854
-246
-5% -$13.2K 0.06% 120
2018
Q1 		$267K Buy
5,100
+144
+3% +$8.55K 0.06% 123
2017
Q4 		$300K Sell
4,956
-4,571
-48% -$258K 0.07% 120
2017
Q3 		$413K Buy
9,527
+4,180
+78% +$222K 0.12% 110
2017
Q2 		$299K Buy
+5,347
New +$286K 0.09% 121
2016
Q3 		– Sell
-22,123
Closed -$1.06M – 77
2016
Q2 		$1.06M Sell
22,123
-85,382
-79% -$4.16M 0.55% 40
2016
Q1 		$5.2M Buy
107,505
+3,862
+4% +$189K 2.99% 19
2015
Q4 		$56.4M Buy
103,643
+7,226
+7% +$392K 26.17% 1
2015
Q3 		$4.95M Buy
96,417
+3,185
+3% +$175K 3.12% 16
2015
Q2 		$5.24M Buy
93,232
+6,677
+8% +$372K 3.14% 15
2015
Q1 		$4.71M Buy
86,555
+7,076
+9% +$382K 2.85% 16
2014
Q4 		$4.36M Buy
79,479
+4,378
+6% +$232K 2.84% 17
2014
Q3 		$3.9M Buy
75,101
+4,276
+6% +$220K 2.72% 17
2014
Q2 		$3.72M Buy
+70,825
New +$3.56M 2.73% 18

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

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

RKL Wealth Management reduced its Wells Fargo (WFC) stake by 4.8% in Q2 2026, selling an estimated $14.1K and leaving 3,513 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #165.

RKL Wealth Management first reported a position in WFC in Q2 2014 and has held it in 24 quarters since. The position peaked at $56.4M in Q4 2015. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • RKL Wealth Management held 3,513 shares of Wells Fargo worth $290K as of Q2 2026.
  • RKL Wealth Management sold 176 Wells Fargo shares in Q2 2026, an estimated $14.1K.
  • Wells Fargo made up 0.02% of RKL Wealth Management's portfolio in Q2 2026, its #165 holding.
  • RKL Wealth Management first reported a position in Wells Fargo in Q2 2014 and has held it in 24 quarters since.
  • RKL Wealth Management's Wells Fargo position peaked at $56.4M in Q4 2015.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.