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Sterling Group Wealth Management’s Wells Fargo WFC Stock Holding History

Sterling Group 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 		$229K Sell
2,775
-976
-26% -$78.4K 0.09% 57
2026
Q1 		$299K Buy
+3,751
New +$322K 0.14% 44

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

Sterling Group Wealth Management's WFC Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its Wells Fargo (WFC) stake by 26% in Q2 2026, selling an estimated $78.4K and leaving 2,775 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #57.

Sterling Group Wealth Management first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sterling Group Wealth Management held 2,775 shares of Wells Fargo worth $229K as of Q2 2026.
  • Sterling Group Wealth Management sold 976 Wells Fargo shares in Q2 2026, an estimated $78.4K.
  • Wells Fargo made up 0.09% of Sterling Group Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Sterling Group Wealth Management first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • Sterling Group Wealth Management's Wells Fargo position peaked at $299K in Q1 2026.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.