Shakespeare Wealth Management’s Wells Fargo WFC Stock Holding History

Shakespeare Wealth 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	–	Sell	-12,900	Closed	-$1.03M	–	106
2026 Q1	$1.03M	Sell	12,900 -34	-0.3%	-$2.92K	0.24%	41
2025 Q4	$1.21M	Buy	12,934 +11	+0.1%	+$955	0.27%	38
2025 Q3	$1.08M	Sell	12,923 -106	-0.8%	-$8.6K	0.25%	41
2025 Q2	$1.04M	Buy	13,029 +13	+0.1%	+$937	0.28%	40
2025 Q1	$934K	Sell	13,016 -823	-6%	-$61.8K	0.25%	40
2024 Q4	$972K	Buy	13,839 +130	+0.9%	+$8.88K	0.26%	40
2024 Q3	$774K	Sell	13,709 -14	-0.1%	-$792	0.2%	47
2024 Q2	$815K	Buy	13,723 +14	+0.1%	+$826	0.24%	42
2024 Q1	$795K	Hold	13,709	–	–	0.23%	44
2023 Q4	$675K	Hold	13,709	–	–	0.21%	44
2023 Q3	$560K	Sell	13,709 -200	-1%	-$8.63K	0.2%	47
2023 Q2	$594K	Hold	13,909	–	–	0.2%	44
2023 Q1	$520K	Hold	13,909	–	–	0.18%	44
2022 Q4	$574K	Sell	13,909 -15	-0.1%	-$664	0.21%	44
2022 Q3	$560K	Sell	13,924 -75	-0.5%	-$3.22K	0.24%	43
2022 Q2	$556K	Buy	13,999 +75	+0.5%	+$3.29K	0.23%	44
2022 Q1	$675K	Buy	13,924 +215	+2%	+$11.5K	0.24%	40
2021 Q4	$658K	Sell	13,709 -272	-2%	-$13.4K	0.23%	42
2021 Q3	$657K	Buy	13,981 +272	+2%	+$12.6K	0.25%	42
2021 Q2	$669K	Hold	13,709	–	–	0.26%	42
2021 Q1	$536K	Hold	13,709	–	–	0.22%	45
2020 Q4	$414K	Sell	13,709 -9,988	-42%	-$259K	0.18%	47
2020 Q3	$557K	Hold	23,697	–	–	0.29%	42
2020 Q2	$607K	Sell	23,697 -2,175	-8%	-$59.5K	0.35%	38
2020 Q1	$743K	Buy	25,872 +2,175	+9%	+$92.5K	0.51%	33
2019 Q4	$1.27M	Hold	23,697	–	–	0.69%	32
2019 Q3	$1.2M	Sell	23,697 -2,046	-8%	-$96.4K	0.69%	30
2019 Q2	$1.22M	Buy	+25,743	New	+$1.2M	0.79%	29

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

Shakespeare Wealth Management's WFC Position: Q2 2026 in Review

Shakespeare Wealth Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 12,900 shares — an estimated $1.03M sold.

Shakespeare Wealth Management first reported a position in WFC in Q2 2019 and held it in 28 quarters. The position peaked at $1.27M in Q4 2019. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Shakespeare Wealth Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Shakespeare Wealth Management sold 12,900 Wells Fargo shares in Q2 2026, an estimated $1.03M.
Shakespeare Wealth Management first reported a position in Wells Fargo in Q2 2019 and held it in 28 quarters.
Shakespeare Wealth Management's Wells Fargo position peaked at $1.27M in Q4 2019.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.