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Tidemark’s Wells Fargo WFC Stock Holding History

Tidemark’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 		$58.3K Sell
705
-11
-2% -$884 0.01% 288
2026
Q1 		$57K Buy
716
+334
+87% +$28.7K 0.01% 253
2025
Q4 		$35.6K Sell
382
-17
-4% -$1.48K 0.01% 279
2025
Q3 		$33.5K Buy
399
+42
+12% +$3.41K 0.01% 296
2025
Q2 		$28.6K Buy
357
+62
+21% +$4.47K 0.01% 317
2025
Q1 		$21.2K Sell
295
-28
-9% -$2.1K 0.01% 338
2024
Q4 		$22.7K Buy
323
+81
+33% +$5.53K 0.01% 333
2024
Q3 		$13.7K Sell
242
-53
-18% -$3K 0.01% 395
2024
Q2 		$17.5K Sell
295
-114
-28% -$6.73K 0.01% 342
2024
Q1 		$23.7K Buy
409
+181
+79% +$9.47K 0.01% 316
2023
Q4 		$11.2K Buy
+228
New +$9.84K 0.01% 409

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 $3.37T AUM 44.26% 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

Tidemark's WFC Position: Q2 2026 in Review

Tidemark reduced its Wells Fargo (WFC) stake by 1.5% in Q2 2026, selling an estimated $884 and leaving 705 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #288.

Tidemark first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Tidemark held 705 shares of Wells Fargo worth $58.3K as of Q2 2026.
  • Tidemark sold 11 Wells Fargo shares in Q2 2026, an estimated $884.
  • Wells Fargo made up 0.01% of Tidemark's portfolio in Q2 2026, its #288 holding.
  • Tidemark first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.