Stonebrook Private’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$866K Buy
10,479
+5,239
+100% +$421K 0.16% 95
2026
Q1
$417K Buy
5,240
+473
+10% +$40.6K 0.09% 137
2025
Q4
$444K Buy
4,767
+256
+6% +$22.2K 0.09% 132
2025
Q3
$378K Buy
4,511
+118
+3% +$9.57K 0.08% 148
2025
Q2
$352K Sell
4,393
-108
-2% -$7.79K 0.08% 146
2025
Q1
$323K Buy
4,501
+462
+11% +$34.7K 0.08% 147
2024
Q4
$284K Buy
4,039
+248
+7% +$16.9K 0.07% 145
2024
Q3
$214K Buy
+3,791
New +$214K 0.06% 168

Other funds holding WFC

Stonebrook Private's WFC Position: Q2 2026 in Review

Stonebrook Private increased its Wells Fargo (WFC) stake by 100% in Q2 2026, buying an estimated $421K and bringing the position to 10,479 shares worth $866K. The position accounts for 0.16% of the portfolio, ranked #95.

Stonebrook Private first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Stonebrook Private held 10,479 shares of Wells Fargo worth $866K as of Q2 2026.
  • Stonebrook Private bought 5,239 Wells Fargo shares in Q2 2026, an estimated $421K.
  • Wells Fargo made up 0.16% of Stonebrook Private's portfolio in Q2 2026, its #95 holding.
  • Stonebrook Private first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.