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Stone House Investment Management’s Wells Fargo WFC Stock Holding History

Stone House Investment 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 		$44K Buy
533
+39
+8% +$3.13K 0.01% 239
2026
Q1 		$39.3K Sell
494
-9
-2% -$773 0.01% 202
2025
Q4 		$46.9K Buy
503
+7
+1% +$608 0.01% 174
2025
Q3 		$41.5K Buy
496
+15
+3% +$1.22K 0.01% 166
2025
Q2 		$38.5K Buy
481
+3
+0.6% +$216 0.01% 171
2025
Q1 		$34.3K Buy
+478
New +$35.9K 0.01% 173
2024
Q4 		– Sell
-474
Closed -$26.7K – 357
2024
Q3 		$26.7K Buy
474
+4
+0.9% +$226 0.01% 159
2024
Q2 		$27.9K Buy
470
+3
+0.6% +$177 0.01% 163
2024
Q1 		$27.1K Buy
467
+2
+0.4% +$105 0.01% 171
2023
Q4 		$22.9K Buy
465
+4
+0.9% +$173 0.01% 117
2023
Q3 		$18.8K Buy
461
+4
+0.9% +$173 0.01% 125
2023
Q2 		$19.5K Buy
457
+3
+0.7% +$121 0.01% 120
2023
Q1 		$17K Buy
+454
New +$19.8K 0.01% 132
2019
Q2 		– Sell
-406
Closed -$20K – 204
2019
Q1 		$20K Buy
+406
New +$20K 0.01% 138

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 $3.38T AUM 44.17% 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

Stone House Investment Management's WFC Position: Q2 2026 in Review

Stone House Investment Management increased its Wells Fargo (WFC) stake by 7.9% in Q2 2026, buying an estimated $3.13K and bringing the position to 533 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #239.

Stone House Investment Management first reported a position in WFC in Q1 2019 and has held it in 14 quarters since. The position peaked at $46.9K in Q4 2025. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Stone House Investment Management held 533 shares of Wells Fargo worth $44K as of Q2 2026.
  • Stone House Investment Management bought 39 Wells Fargo shares in Q2 2026, an estimated $3.13K.
  • Wells Fargo made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #239 holding.
  • Stone House Investment Management first reported a position in Wells Fargo in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's Wells Fargo position peaked at $46.9K in Q4 2025.
  • 2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.