Safeguard Investment Advisory Group’s Wells Fargo WFC Stock Holding History

Safeguard Investment Advisory 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	$471K	Buy	5,699 +876	+18%	+$70.4K	0.11%	90
2026 Q1	$384K	Buy	4,823 +89	+2%	+$7.64K	0.11%	81
2025 Q4	$441K	Sell	4,734 -2,917	-38%	-$253K	0.11%	79
2025 Q3	$641K	Buy	7,651 +75	+1%	+$6.08K	0.16%	64
2025 Q2	$607K	Sell	7,576 -328	-4%	-$23.6K	0.15%	66
2025 Q1	$568K	Buy	7,904 +2,065	+35%	+$155K	0.15%	61
2024 Q4	$410K	Buy	5,839 +137	+2%	+$9.35K	0.11%	69
2024 Q3	$322K	Buy	5,702 +1,597	+39%	+$90.3K	0.09%	78
2024 Q2	$244K	Buy	+4,105	New	+$242K	0.08%	89
2021 Q1	–	Sell	-1,152	Closed	-$34K	–	722
2020 Q4	$34K	Buy	+1,152	New	+$29.8K	0.03%	244

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's WFC Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Wells Fargo (WFC) stake by 18% in Q2 2026, buying an estimated $70.4K and bringing the position to 5,699 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #90.

Safeguard Investment Advisory Group first reported a position in WFC in Q4 2020 and has held it in 10 quarters since. The position peaked at $641K in Q3 2025. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Safeguard Investment Advisory Group held 5,699 shares of Wells Fargo worth $471K as of Q2 2026.
Safeguard Investment Advisory Group bought 876 Wells Fargo shares in Q2 2026, an estimated $70.4K.
Wells Fargo made up 0.11% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #90 holding.
Safeguard Investment Advisory Group first reported a position in Wells Fargo in Q4 2020 and has held it in 10 quarters since.
Safeguard Investment Advisory Group's Wells Fargo position peaked at $641K in Q3 2025.
2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.