Secure Asset Management’s Wells Fargo WFC Stock Holding History

Secure Asset 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	$674K	Sell	8,160 -1,049	-11%	-$84.3K	0.09%	158
2026 Q1	$733K	Buy	9,209 +1,156	+14%	+$99.3K	0.12%	147
2025 Q4	$751K	Buy	8,053 +653	+9%	+$56.7K	0.12%	152
2025 Q3	$598K	Buy	7,400 +567	+8%	+$46K	0.1%	164
2025 Q2	$547K	Buy	6,833 +667	+11%	+$48.1K	0.1%	179
2025 Q1	$443K	Buy	6,166 +1,099	+22%	+$82.5K	0.09%	187
2024 Q4	$356K	Buy	5,067 +530	+12%	+$36.2K	0.05%	233
2024 Q3	$256K	Buy	+4,537	New	+$257K	0.04%	260
2020 Q1	–	Sell	-6,883	Closed	-$370K	–	159
2019 Q4	$370K	Buy	+6,883	New	+$360K	0.26%	95

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

Secure Asset Management's WFC Position: Q2 2026 in Review

Secure Asset Management reduced its Wells Fargo (WFC) stake by 11% in Q2 2026, selling an estimated $84.3K and leaving 8,160 shares worth $674K. The position accounts for 0.09% of the portfolio, ranked #158.

Secure Asset Management first reported a position in WFC in Q4 2019 and has held it in 9 quarters since. The position peaked at $751K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Secure Asset Management held 8,160 shares of Wells Fargo worth $674K as of Q2 2026.
Secure Asset Management sold 1,049 Wells Fargo shares in Q2 2026, an estimated $84.3K.
Wells Fargo made up 0.09% of Secure Asset Management's portfolio in Q2 2026, its #158 holding.
Secure Asset Management first reported a position in Wells Fargo in Q4 2019 and has held it in 9 quarters since.
Secure Asset Management's Wells Fargo position peaked at $751K in Q4 2025.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.