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Studio Investment Management’s Wells Fargo WFC Stock Holding History

Studio 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 		$779K Sell
9,429
-940
-9% -$75.5K 0.13% 101
2026
Q1 		$825K Sell
10,369
-455
-4% -$39.1K 0.15% 90
2025
Q4 		$1.01M Sell
10,824
-136
-1% -$11.8K 0.18% 79
2025
Q3 		$919K Sell
10,960
-1,602
-13% -$130K 0.17% 83
2025
Q2 		$1.01M Sell
12,562
-122
-1% -$8.8K 0.2% 76
2025
Q1 		$911K Sell
12,684
-3,144
-20% -$236K 0.19% 78
2024
Q4 		$1.11M Buy
15,828
+83
+0.5% +$5.67K 0.24% 71
2024
Q3 		$889K Sell
15,745
-915
-5% -$51.7K 0.19% 84
2024
Q2 		$989K Buy
16,660
+575
+4% +$33.9K 0.23% 78
2024
Q1 		$932K Sell
16,085
-1,229
-7% -$64.3K 0.22% 74
2023
Q4 		$852K Buy
17,314
+7,068
+69% +$305K 0.22% 73
2023
Q3 		$419K Buy
10,246
+4,920
+92% +$212K 0.12% 95
2023
Q2 		$227K Buy
5,326
+2,934
+123% +$118K 0.06% 124
2023
Q1 		$89.4K Buy
2,392
+1,709
+250% +$74.5K 0.03% 131
2022
Q4 		$28.2K Buy
+683
New +$30.2K 0.01% 145

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

Studio Investment Management's WFC Position: Q2 2026 in Review

Studio Investment Management reduced its Wells Fargo (WFC) stake by 9.1% in Q2 2026, selling an estimated $75.5K and leaving 9,429 shares worth $779K. The position accounts for 0.13% of the portfolio, ranked #101.

Studio Investment Management first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Studio Investment Management held 9,429 shares of Wells Fargo worth $779K as of Q2 2026.
  • Studio Investment Management sold 940 Wells Fargo shares in Q2 2026, an estimated $75.5K.
  • Wells Fargo made up 0.13% of Studio Investment Management's portfolio in Q2 2026, its #101 holding.
  • Studio Investment Management first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Studio Investment Management's Wells Fargo position peaked at $1.11M in Q4 2024.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.