Sargent Investment Group’s Wells Fargo WFC Stock Holding History

Sargent Investment 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	$371K	Buy	4,486 +66	+1%	+$5.3K	0.04%	192
2026 Q1	$352K	Buy	4,420 +160	+4%	+$13.7K	0.05%	188
2025 Q4	$397K	Buy	+4,260	New	+$370K	0.05%	183
2025 Q3	–	Sell	-4,220	Closed	-$328K	–	234
2025 Q2	$328K	Sell	4,220 -35	-0.8%	-$2.52K	0.04%	184
2025 Q1	$305K	Buy	4,255 +551	+15%	+$41.4K	0.05%	184
2024 Q4	$261K	Buy	+3,704	New	+$253K	0.04%	201

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

Sargent Investment Group's WFC Position: Q2 2026 in Review

Sargent Investment Group increased its Wells Fargo (WFC) stake by 1.5% in Q2 2026, buying an estimated $5.3K and bringing the position to 4,486 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #192.

Sargent Investment Group first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $397K in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sargent Investment Group held 4,486 shares of Wells Fargo worth $371K as of Q2 2026.
Sargent Investment Group bought 66 Wells Fargo shares in Q2 2026, an estimated $5.3K.
Wells Fargo made up 0.04% of Sargent Investment Group's portfolio in Q2 2026, its #192 holding.
Sargent Investment Group first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Sargent Investment Group's Wells Fargo position peaked at $397K in Q4 2025.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.