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TopTier Wealth Management’s Wells Fargo WFC Stock Holding History

TopTier Wealth Management’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 		$201K Buy
2,437
+22
+0.9% +$1.77K 0.12% 131
2026
Q1 		$192K Sell
2,415
-11
-0.5% -$945 0.12% 130
2025
Q4 		$226K Buy
+2,426
New +$211K 0.15% 115

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

TopTier Wealth Management's WFC Position: Q2 2026 in Review

TopTier Wealth Management increased its Wells Fargo (WFC) stake by 0.91% in Q2 2026, buying an estimated $1.77K and bringing the position to 2,437 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #131.

TopTier Wealth Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 2,864 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • TopTier Wealth Management held 2,437 shares of Wells Fargo worth $201K as of Q2 2026.
  • TopTier Wealth Management bought 22 Wells Fargo shares in Q2 2026, an estimated $1.77K.
  • Wells Fargo made up 0.12% of TopTier Wealth Management's portfolio in Q2 2026, its #131 holding.
  • TopTier Wealth Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • TopTier Wealth Management's Wells Fargo position peaked at $226K in Q4 2025.
  • 2,864 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.