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Stableford Capital II’s Wells Fargo WFC Stock Holding History

Stableford Capital II’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
2021
Q1 		– Sell
-1,500
Closed -$6K – 127
2020
Q4 		$6K Sell
1,500
-500
-25% -$12.9K ﹤0.01% 108
2020
Q3 		$3K Buy
+2,000
New +$49.3K ﹤0.01% 66

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

Stableford Capital II's WFC Position: Q2 2026 in Review

Stableford Capital II reduced its Wells Fargo (WFC) stake by 1.6% in Q2 2026, selling an estimated $44.5K and leaving 34,415 shares worth $2.84M. The position accounts for 0.99% of the portfolio, ranked #19.

Stableford Capital II first reported a position in WFC in Q4 2016 and has held it in 36 quarters since. The position peaked at $7.37M in Q3 2022. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Stableford Capital II held 34,415 shares of Wells Fargo worth $2.84M as of Q2 2026.
  • Stableford Capital II sold 554 Wells Fargo shares in Q2 2026, an estimated $44.5K.
  • Wells Fargo made up 0.99% of Stableford Capital II's portfolio in Q2 2026, its #19 holding.
  • Stableford Capital II first reported a position in Wells Fargo in Q4 2016 and has held it in 36 quarters since.
  • Stableford Capital II's Wells Fargo position peaked at $7.37M in Q3 2022.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.