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SmartHarvest Portfolios’s Wells Fargo WFC Stock Holding History

SmartHarvest Portfolios’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 		$989K Buy
11,969
+3,183
+36% +$256K 0.32% 56
2026
Q1 		$699K Sell
8,786
-2,091
-19% -$180K 0.29% 63
2025
Q4 		$1.01M Buy
+10,877
New +$944K 0.35% 49

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

SmartHarvest Portfolios's WFC Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Wells Fargo (WFC) stake by 36% in Q2 2026, buying an estimated $256K and bringing the position to 11,969 shares worth $989K. The position accounts for 0.32% of the portfolio, ranked #56.

SmartHarvest Portfolios first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • SmartHarvest Portfolios held 11,969 shares of Wells Fargo worth $989K as of Q2 2026.
  • SmartHarvest Portfolios bought 3,183 Wells Fargo shares in Q2 2026, an estimated $256K.
  • Wells Fargo made up 0.32% of SmartHarvest Portfolios's portfolio in Q2 2026, its #56 holding.
  • SmartHarvest Portfolios first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • SmartHarvest Portfolios's Wells Fargo position peaked at $1.01M in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.