Sweeney & Michel’s Wells Fargo WFC Stock Holding History

Sweeney & Michel’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	$1.59M	Sell	18,262 -2,457	-12%	-$197K	0.42%	41
2026 Q1	$1.8M	Buy	20,719 +41	+0.2%	+$3.52K	0.53%	35
2025 Q4	$1.84M	Buy	20,678 +94	+0.5%	+$8.16K	0.54%	35
2025 Q3	$1.6M	Sell	20,584 -1,573	-7%	-$128K	0.54%	34
2025 Q2	$1.83M	Sell	22,157 -623	-3%	-$44.9K	0.65%	30
2025 Q1	$1.41M	Buy	+22,780	New	+$1.71M	0.62%	32
2024 Q3	$1.56M	Buy	24,173 +1,956	+9%	+$111K	0.61%	31
2024 Q2	$1.33M	Buy	22,217 +51	+0.2%	+$3.01K	0.57%	33
2024 Q1	$1.37M	Buy	+22,166	New	+$1.16M	0.61%	29
2023 Q3	$905K	Buy	22,096 +71	+0.3%	+$3.06K	0.47%	38
2023 Q2	$980K	Hold	22,025	–	–	0.5%	35
2023 Q1	$909K	Buy	+22,025	New	+$960K	0.48%	38

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

Sweeney & Michel's WFC Position: Q2 2026 in Review

Sweeney & Michel reduced its Wells Fargo (WFC) stake by 12% in Q2 2026, selling an estimated $197K and leaving 18,262 shares worth $1.59M. The position accounts for 0.42% of the portfolio, ranked #41.

Sweeney & Michel first reported a position in WFC in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sweeney & Michel held 18,262 shares of Wells Fargo worth $1.59M as of Q2 2026.
Sweeney & Michel sold 2,457 Wells Fargo shares in Q2 2026, an estimated $197K.
Wells Fargo made up 0.42% of Sweeney & Michel's portfolio in Q2 2026, its #41 holding.
Sweeney & Michel first reported a position in Wells Fargo in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Wells Fargo position peaked at $1.84M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.