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Stiles Financial Services’s Wells Fargo WFC Stock Holding History

Stiles Financial Services’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 		$482K Buy
5,831
+33
+0.6% +$2.65K 0.12% 124
2026
Q1 		$462K Buy
5,798
+32
+0.6% +$2.75K 0.14% 122
2025
Q4 		$537K Sell
5,766
-55
-0.9% -$4.78K 0.17% 118
2025
Q3 		$488K Sell
5,821
-144
-2% -$11.7K 0.15% 120
2025
Q2 		$478K Buy
5,965
+32
+0.5% +$2.31K 0.17% 118
2025
Q1 		$426K Buy
5,933
+29
+0.5% +$2.18K 0.16% 120
2024
Q4 		$415K Sell
5,904
-121
-2% -$8.26K 0.15% 127
2024
Q3 		$340K Buy
6,025
+39
+0.7% +$2.21K 0.12% 138
2024
Q2 		$356K Sell
5,986
-567
-9% -$33.5K 0.14% 128
2024
Q1 		$380K Buy
6,553
+92
+1% +$4.81K 0.15% 123
2023
Q4 		$318K Buy
6,461
+44
+0.7% +$1.9K 0.14% 127
2023
Q3 		$262K Buy
6,417
+45
+0.7% +$1.94K 0.14% 139
2023
Q2 		$272K Buy
+6,372
New +$256K 0.14% 153
2022
Q3 		– Sell
-8,745
Closed -$343K – 187
2022
Q2 		$343K Buy
+8,745
New +$384K 0.21% 117

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

Stiles Financial Services's WFC Position: Q2 2026 in Review

Stiles Financial Services increased its Wells Fargo (WFC) stake by 0.57% in Q2 2026, buying an estimated $2.65K and bringing the position to 5,831 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #124.

Stiles Financial Services first reported a position in WFC in Q2 2022 and has held it in 14 quarters since. The position peaked at $537K in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Stiles Financial Services held 5,831 shares of Wells Fargo worth $482K as of Q2 2026.
  • Stiles Financial Services bought 33 Wells Fargo shares in Q2 2026, an estimated $2.65K.
  • Wells Fargo made up 0.12% of Stiles Financial Services's portfolio in Q2 2026, its #124 holding.
  • Stiles Financial Services first reported a position in Wells Fargo in Q2 2022 and has held it in 14 quarters since.
  • Stiles Financial Services's Wells Fargo position peaked at $537K in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.