RW Investment Management’s Wells Fargo WFC Stock Holding History

RW Investment 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	$389K	Sell	4,713 -550	-10%	-$44.2K	0.03%	81
2026 Q1	$419K	Buy	+5,263	New	+$452K	0.04%	76
2025 Q3	$253K	Hold	3,014	–	–	0.03%	95
2025 Q2	$241K	Buy	3,014 +142	+5%	+$10.2K	0.03%	95
2025 Q1	$206K	Hold	2,872	–	–	0.03%	94
2024 Q4	$202K	Buy	+2,872	New	+$196K	0.02%	98
2023 Q1	–	Sell	-16,313	Closed	-$674K	–	85
2022 Q4	$674K	Buy	+16,313	New	+$722K	0.27%	36

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

RW Investment Management's WFC Position: Q2 2026 in Review

RW Investment Management reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $44.2K and leaving 4,713 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #81.

RW Investment Management first reported a position in WFC in Q4 2022 and has held it in 7 quarters since. The position peaked at $674K in Q4 2022. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

RW Investment Management held 4,713 shares of Wells Fargo worth $389K as of Q2 2026.
RW Investment Management sold 550 Wells Fargo shares in Q2 2026, an estimated $44.2K.
Wells Fargo made up 0.03% of RW Investment Management's portfolio in Q2 2026, its #81 holding.
RW Investment Management first reported a position in Wells Fargo in Q4 2022 and has held it in 7 quarters since.
RW Investment Management's Wells Fargo position peaked at $674K in Q4 2022.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.