Swan Capital’s Wells Fargo WFC Stock Holding History

Swan Capital’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	$12.4K	Hold	150	–	–	﹤0.01%	182
2026 Q1	$11.9K	Hold	150	–	–	﹤0.01%	181
2025 Q4	$14K	Hold	150	–	–	0.01%	153
2025 Q3	$12.6K	Hold	150	–	–	0.01%	145
2025 Q2	$12K	Hold	150	–	–	0.01%	143
2025 Q1	$10.8K	Hold	150	–	–	0.01%	138
2024 Q4	$10.5K	Hold	150	–	–	0.01%	128
2024 Q3	$8.47K	Hold	150	–	–	﹤0.01%	147
2024 Q2	$8.91K	Buy	+150	New	+$8.86K	﹤0.01%	135

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

Swan Capital's WFC Position: Q2 2026 in Review

Swan Capital held its Wells Fargo (WFC) position steady in Q2 2026 at 150 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Swan Capital first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $14K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Swan Capital held 150 shares of Wells Fargo worth $12.4K as of Q2 2026.
Swan Capital left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #182 holding.
Swan Capital first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Swan Capital's Wells Fargo position peaked at $14K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.