Royal Capital Wealth Management’s Wells Fargo WFC Stock Holding History

Royal Capital 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	$1.09M	Buy	13,182 +23	+0.2%	+$1.85K	0.61%	31
2026 Q1	$1.05M	Buy	13,159 +22	+0.2%	+$1.89K	0.65%	31
2025 Q4	$1.22M	Buy	13,137 +21	+0.2%	+$1.82K	0.72%	28
2025 Q3	$1.1M	Buy	13,116 +22	+0.2%	+$1.78K	0.67%	31
2025 Q2	$1.05M	Buy	13,094 +21	+0.2%	+$1.51K	0.7%	32
2025 Q1	$939K	Buy	13,073 +374	+3%	+$28.1K	0.66%	32
2024 Q4	$892K	Buy	12,699 +3,348	+36%	+$229K	0.63%	31
2024 Q3	$528K	Sell	9,351 -336	-3%	-$19K	0.37%	46
2024 Q2	$575K	Buy	9,687 +12	+0.1%	+$708	0.43%	41
2024 Q1	$561K	Buy	9,675 +13	+0.1%	+$680	0.44%	40
2023 Q4	$476K	Buy	9,662 +16	+0.2%	+$690	0.41%	50
2023 Q3	$394K	Sell	9,646 -265	-3%	-$11.4K	0.38%	51
2023 Q2	$423K	Buy	9,911 +14	+0.1%	+$564	0.4%	48
2023 Q1	$370K	Buy	9,897 +264	+3%	+$11.5K	0.37%	56
2022 Q4	$398K	Buy	9,633 +13	+0.1%	+$575	0.42%	52
2022 Q3	$387K	Buy	9,620 +13	+0.1%	+$559	0.45%	49
2022 Q2	$376K	Sell	9,607 -189	-2%	-$8.29K	0.41%	58
2022 Q1	$475K	Buy	9,796 +10	+0.1%	+$535	0.46%	51
2021 Q4	$470K	Buy	+9,786	New	+$482K	0.46%	53

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

Royal Capital Wealth Management's WFC Position: Q2 2026 in Review

Royal Capital Wealth Management increased its Wells Fargo (WFC) stake by 0.17% in Q2 2026, buying an estimated $1.85K and bringing the position to 13,182 shares worth $1.09M. The position accounts for 0.61% of the portfolio, ranked #31.

Royal Capital Wealth Management first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Royal Capital Wealth Management held 13,182 shares of Wells Fargo worth $1.09M as of Q2 2026.
Royal Capital Wealth Management bought 23 Wells Fargo shares in Q2 2026, an estimated $1.85K.
Wells Fargo made up 0.61% of Royal Capital Wealth Management's portfolio in Q2 2026, its #31 holding.
Royal Capital Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
Royal Capital Wealth Management's Wells Fargo position peaked at $1.22M in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Royal Capital Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.