SCS Capital Management’s Wells Fargo WFC Stock Holding History

SCS Capital 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	$1.03M	Sell	12,404 -6,615	-35%	-$532K	0.01%	287
2026 Q1	$1.51M	Sell	19,019 -284	-1%	-$24.4K	0.02%	230
2025 Q4	$1.8M	Buy	19,303 +2,320	+14%	+$201K	0.02%	224
2025 Q3	$1.42M	Sell	16,983 -51,477	-75%	-$4.17M	0.02%	247
2025 Q2	$5.48M	Buy	68,460 +27,952	+69%	+$2.02M	0.06%	154
2025 Q1	$2.91M	Buy	+40,508	New	+$3.04M	0.04%	164

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

SCS Capital Management's WFC Position: Q2 2026 in Review

SCS Capital Management reduced its Wells Fargo (WFC) stake by 35% in Q2 2026, selling an estimated $532K and leaving 12,404 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #287.

SCS Capital Management first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.48M in Q2 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

SCS Capital Management held 12,404 shares of Wells Fargo worth $1.03M as of Q2 2026.
SCS Capital Management sold 6,615 Wells Fargo shares in Q2 2026, an estimated $532K.
Wells Fargo made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #287 holding.
SCS Capital Management first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's Wells Fargo position peaked at $5.48M in Q2 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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