Smartleaf Asset Management’s Wells Fargo WFC Stock Holding History

Smartleaf 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	$4.1M	Hold	49,044	–	–	0.13%	136
2026 Q1	$3.77M	Buy	49,044 +4,931	+11%	+$424K	0.14%	134
2025 Q4	$4.16M	Buy	44,113 +6,025	+16%	+$523K	0.16%	114
2025 Q3	$3.22M	Buy	38,088 +13,393	+54%	+$1.09M	0.2%	110
2025 Q2	$1.96M	Sell	24,695 -3,467	-12%	-$250K	0.17%	125
2025 Q1	$1.99M	Buy	28,162 +4,233	+18%	+$318K	0.19%	115
2024 Q4	$1.68M	Buy	23,929 +5,878	+33%	+$401K	0.17%	135
2024 Q3	$1.01M	Buy	18,051 +5,604	+45%	+$317K	0.12%	186
2024 Q2	$715K	Buy	12,447 +2,149	+21%	+$127K	0.12%	198
2024 Q1	$593K	Buy	10,298 +5,363	+109%	+$281K	0.11%	202
2023 Q4	$229K	Buy	+4,935	New	+$213K	0.06%	300

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

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

Smartleaf Asset Management held its Wells Fargo (WFC) position steady in Q2 2026 at 49,044 shares worth $4.1M. The position accounts for 0.13% of the portfolio, ranked #136.

Smartleaf Asset Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.16M in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Smartleaf Asset Management held 49,044 shares of Wells Fargo worth $4.1M as of Q2 2026.
Smartleaf Asset Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.13% of Smartleaf Asset Management's portfolio in Q2 2026, its #136 holding.
Smartleaf Asset Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Wells Fargo position peaked at $4.16M in Q4 2025.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.