RMG Wealth Management’s Wells Fargo WFC Stock Holding History

RMG 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	$113K	Buy	1,276 +5	+0.4%	+$402	0.01%	110
2026 Q1	$93.5K	Buy	1,271 +6	+0.5%	+$515	0.01%	122
2025 Q4	$111K	Buy	1,265 +5	+0.4%	+$434	0.01%	95
2025 Q3	$106K	Buy	1,260 +6	+0.5%	+$487	0.01%	85
2025 Q2	$101K	Buy	+1,254	New	+$90.4K	0.02%	85

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

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

RMG Wealth Management increased its Wells Fargo (WFC) stake by 0.39% in Q2 2026, buying an estimated $402 and bringing the position to 1,276 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #110.

RMG Wealth Management first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

RMG Wealth Management held 1,276 shares of Wells Fargo worth $113K as of Q2 2026.
RMG Wealth Management bought 5 Wells Fargo shares in Q2 2026, an estimated $402.
Wells Fargo made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #110 holding.
RMG Wealth Management first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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