Talisman Wealth Advisors’s Wells Fargo WFC Stock Holding History

Talisman Wealth Advisors’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	$378K	Buy	4,575 +10	+0.2%	+$804	0.28%	73
2026 Q1	$363K	Sell	4,565 -65	-1%	-$5.58K	0.29%	65
2025 Q4	$432K	Sell	4,630 -177	-4%	-$15.4K	0.34%	63
2025 Q3	$403K	Buy	4,807 +32	+0.7%	+$2.6K	0.33%	67
2025 Q2	$383K	Buy	4,775 +200	+4%	+$14.4K	0.35%	70
2025 Q1	$328K	Buy	4,575 +53	+1%	+$3.98K	0.34%	72
2024 Q4	$318K	Hold	4,522	–	–	0.34%	69
2024 Q3	$253K	Sell	4,522 -195	-4%	-$11K	0.27%	89
2024 Q2	$280K	Buy	4,717 +50	+1%	+$2.95K	0.32%	73
2024 Q1	$271K	Buy	4,667 +77	+2%	+$4.03K	0.34%	74
2023 Q4	$226K	Buy	+4,590	New	+$198K	0.34%	78

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

Talisman Wealth Advisors's WFC Position: Q2 2026 in Review

Talisman Wealth Advisors increased its Wells Fargo (WFC) stake by 0.22% in Q2 2026, buying an estimated $804 and bringing the position to 4,575 shares worth $378K. The position accounts for 0.28% of the portfolio, ranked #73.

Talisman Wealth Advisors first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $432K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Talisman Wealth Advisors held 4,575 shares of Wells Fargo worth $378K as of Q2 2026.
Talisman Wealth Advisors bought 10 Wells Fargo shares in Q2 2026, an estimated $804.
Wells Fargo made up 0.28% of Talisman Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Talisman Wealth Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Talisman Wealth Advisors's Wells Fargo position peaked at $432K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.