S&G Foundation’s Wells Fargo WFC Stock Holding History

S&G Foundation’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	$20.9M	Hold	253,314	–	–	0.98%	11
2026 Q1	$20.2M	Buy	+253,314	New	+$21.8M	1.07%	10

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

S&G Foundation's WFC Position: Q2 2026 in Review

S&G Foundation held its Wells Fargo (WFC) position steady in Q2 2026 at 253,314 shares worth $20.9M. The position accounts for 0.98% of the portfolio, ranked #11.

S&G Foundation first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,851 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

S&G Foundation held 253,314 shares of Wells Fargo worth $20.9M as of Q2 2026.
S&G Foundation left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.98% of S&G Foundation's portfolio in Q2 2026, its #11 holding.
S&G Foundation first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,851 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on S&G Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.