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Spinnaker Investment Group’s Wells Fargo WFC Stock Holding History

Spinnaker Investment Group’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 		$230K Buy
+2,778
New +$223K 0.04% 160
2026
Q1 		– Sell
-2,184
Closed -$204K – 179
2025
Q4 		$204K Buy
+2,184
New +$190K 0.04% 162
2024
Q2 		– Sell
-3,784
Closed -$219K – 90
2024
Q1 		$219K Buy
+3,784
New +$198K 0.06% 82

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 $3.37T AUM 44.26% 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

Spinnaker Investment Group's WFC Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in Wells Fargo (WFC) in Q2 2026: 2,778 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in WFC as recently as Q4 2025.

Spinnaker Investment Group first reported a position in WFC in Q1 2024 and has held it in 3 quarters since. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Spinnaker Investment Group held 2,778 shares of Wells Fargo worth $230K as of Q2 2026.
  • Wells Fargo was a new Spinnaker Investment Group position in Q2 2026.
  • Wells Fargo made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #160 holding.
  • Spinnaker Investment Group first reported a position in Wells Fargo in Q1 2024 and has held it in 3 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.