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SHP Wealth Management’s Wells Fargo WFC Stock Holding History

SHP 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 		$141K Buy
1,706
+137
+9% +$11K 0.01% 360
2026
Q1 		$125K Buy
1,569
+177
+13% +$15.2K 0.01% 343
2025
Q4 		$130K Buy
+1,392
New +$121K 0.01% 313

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SHP Wealth Management increased its Wells Fargo (WFC) stake by 8.7% in Q2 2026, buying an estimated $11K and bringing the position to 1,706 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #360.

SHP Wealth Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,880 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SHP Wealth Management held 1,706 shares of Wells Fargo worth $141K as of Q2 2026.
  • SHP Wealth Management bought 137 Wells Fargo shares in Q2 2026, an estimated $11K.
  • Wells Fargo made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #360 holding.
  • SHP Wealth Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,880 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.