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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Blueprint's WFC Position: Q2 2026 in Review

Strategic Blueprint increased its Wells Fargo (WFC) stake by 8.4% in Q2 2026, buying an estimated $69K and bringing the position to 11,030 shares worth $911K. The position accounts for 0.05% of the portfolio, ranked #328.

Strategic Blueprint first reported a position in WFC in Q3 2019 and has held it in 15 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Strategic Blueprint held 11,030 shares of Wells Fargo worth $911K as of Q2 2026.
Strategic Blueprint bought 858 Wells Fargo shares in Q2 2026, an estimated $69K.
Wells Fargo made up 0.05% of Strategic Blueprint's portfolio in Q2 2026, its #328 holding.
Strategic Blueprint first reported a position in Wells Fargo in Q3 2019 and has held it in 15 quarters since.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.