Strategic Blueprint
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Strategic Blueprint’s Wells Fargo WFC Stock Holding History

Strategic Blueprint’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
Q3 		$877K Sell
10,954
-76
-0.7% -$6.57K 0.04% 347
2026
Q2 		$911K Buy
11,030
+858
+8% +$69K 0.05% 328
2026
Q1 		$810K Buy
10,172
+634
+7% +$54.5K 0.05% 316
2025
Q4 		$889K Buy
9,538
+241
+3% +$20.9K 0.05% 289
2025
Q3 		$779K Buy
9,297
+548
+6% +$44.4K 0.03% 380
2025
Q2 		$701K Buy
8,749
+3,121
+55% +$225K 0.03% 369
2025
Q1 		$404K Buy
5,628
+162
+3% +$12.2K 0.02% 467
2024
Q4 		$384K Buy
5,466
+618
+13% +$42.2K 0.02% 469
2024
Q3 		$274K Sell
4,848
-99
-2% -$5.6K 0.02% 535
2024
Q2 		$294K Sell
4,947
-946
-16% -$55.8K 0.02% 498
2024
Q1 		$342K Buy
5,893
+291
+5% +$15.2K 0.02% 463
2023
Q4 		$276K Buy
5,602
+429
+8% +$18.5K 0.02% 481
2023
Q3 		$211K Sell
5,173
-253
-5% -$10.9K 0.02% 504
2023
Q2 		$232K Buy
+5,426
New +$218K 0.02% 489
2021
Q3 		– Sell
-1,772
Closed -$80K – 1323
2021
Q2 		$80K Buy
+1,772
New +$79.1K 0.01% 540
2019
Q4 		– Sell
-1,749
Closed -$88K – 430
2019
Q3 		$88K Buy
+1,749
New +$82.4K 0.07% 119

Other funds holding WFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Strategic Blueprint's WFC Position: Q3 2026 in Review

Strategic Blueprint reduced its Wells Fargo (WFC) stake by 0.69% in Q3 2026, selling an estimated $6.57K and leaving 10,954 shares worth $877K. The position accounts for 0.04% of the portfolio, ranked #347.

Strategic Blueprint first reported a position in WFC in Q3 2019 and has held it in 16 quarters since. The position peaked at $911K in Q2 2026. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Strategic Blueprint held 10,954 shares of Wells Fargo worth $877K as of Q3 2026.
  • Strategic Blueprint sold 76 Wells Fargo shares in Q3 2026, an estimated $6.57K.
  • Wells Fargo made up 0.04% of Strategic Blueprint's portfolio in Q3 2026, its #347 holding.
  • Strategic Blueprint first reported a position in Wells Fargo in Q3 2019 and has held it in 16 quarters since.
  • Strategic Blueprint's Wells Fargo position peaked at $911K in Q2 2026.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.