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S Harris Financial Group’s Wells Fargo WFC Stock Holding History

S Harris Financial Group’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 		$350K Buy
4,233
+183
+5% +$14.7K 0.27% 62
2026
Q1 		$322K Sell
4,050
-89
-2% -$7.64K 0.29% 66
2025
Q4 		$386K Buy
+4,139
New +$359K 0.37% 44

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

S Harris Financial Group's WFC Position: Q2 2026 in Review

S Harris Financial Group increased its Wells Fargo (WFC) stake by 4.5% in Q2 2026, buying an estimated $14.7K and bringing the position to 4,233 shares worth $350K. The position accounts for 0.27% of the portfolio, ranked #62.

S Harris Financial Group first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q4 2025. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • S Harris Financial Group held 4,233 shares of Wells Fargo worth $350K as of Q2 2026.
  • S Harris Financial Group bought 183 Wells Fargo shares in Q2 2026, an estimated $14.7K.
  • Wells Fargo made up 0.27% of S Harris Financial Group's portfolio in Q2 2026, its #62 holding.
  • S Harris Financial Group first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Wells Fargo position peaked at $386K in Q4 2025.
  • 2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.