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Ross\Johnson & Associates’s Wells Fargo WFC Stock Holding History

Ross\Johnson & Associates’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 		$91.4K Buy
1,106
+5
+0.5% +$402 1.43% 14
2026
Q1 		$87.7K Sell
1,101
-3
-0.3% -$258 1.58% 10
2025
Q4 		$103K Buy
1,104
+3
+0.3% +$260 1.91% 9
2025
Q3 		$92.3K Hold
1,101
– – 1.74% 11
2025
Q2 		$88.2K Sell
1,101
-25
-2% -$1.8K 1.82% 9
2025
Q1 		$80.8K Buy
1,126
+27
+2% +$2.03K 1.39% 10
2024
Q4 		$77.2K Buy
+1,099
New +$75K 1.79% 7

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

Ross\Johnson & Associates's WFC Position: Q2 2026 in Review

Ross\Johnson & Associates increased its Wells Fargo (WFC) stake by 0.45% in Q2 2026, buying an estimated $402 and bringing the position to 1,106 shares worth $91.4K. The position accounts for 1.43% of the portfolio, ranked #14.

Ross\Johnson & Associates first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $103K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ross\Johnson & Associates held 1,106 shares of Wells Fargo worth $91.4K as of Q2 2026.
  • Ross\Johnson & Associates bought 5 Wells Fargo shares in Q2 2026, an estimated $402.
  • Wells Fargo made up 1.43% of Ross\Johnson & Associates's portfolio in Q2 2026, its #14 holding.
  • Ross\Johnson & Associates first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Ross\Johnson & Associates's Wells Fargo position peaked at $103K in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.