Talon Private Wealth’s Wells Fargo WFC Stock Holding History

Talon Private Wealth’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	$3.38M	Buy	40,866 +9,389	+30%	+$755K	0.4%	58
2026 Q1	$2.51M	Buy	+31,477	New	+$2.7M	0.33%	62
2025 Q2	$2.65M	Buy	33,031 +4,486	+16%	+$323K	0.36%	42
2025 Q1	$2.07M	Buy	28,545 +27,744	+3,464%	+$2.08M	0.28%	60
2024 Q4	$56.3K	Buy	801 +683	+579%	+$46.6K	0.01%	146
2024 Q3	$6.67K	Buy	+118	New	+$6.67K	﹤0.01%	219

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 $3.38T AUM 44.17% 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

Talon Private Wealth's WFC Position: Q2 2026 in Review

Talon Private Wealth increased its Wells Fargo (WFC) stake by 30% in Q2 2026, buying an estimated $755K and bringing the position to 40,866 shares worth $3.38M. The position accounts for 0.4% of the portfolio, ranked #58.

Talon Private Wealth first reported a position in WFC in Q3 2024 and has held it in 6 quarters since. 2,888 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Talon Private Wealth held 40,866 shares of Wells Fargo worth $3.38M as of Q2 2026.
Talon Private Wealth bought 9,389 Wells Fargo shares in Q2 2026, an estimated $755K.
Wells Fargo made up 0.4% of Talon Private Wealth's portfolio in Q2 2026, its #58 holding.
Talon Private Wealth first reported a position in Wells Fargo in Q3 2024 and has held it in 6 quarters since.
2,888 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.