Tradewinds LLC’s Wells Fargo WFC Stock Holding History

Tradewinds LLC’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	$1.47M	Buy	18,071 +7,531	+71%	+$605K	0.33%	61
2026 Q1	$852K	Buy	10,540 +2,013	+24%	+$173K	0.27%	60
2025 Q4	$795K	Sell	8,527 -110	-1%	-$9.55K	0.19%	87
2025 Q3	$724K	Buy	+8,637	New	+$700K	0.18%	94
2025 Q2	–	Sell	-8,656	Closed	-$621K	–	264
2025 Q1	$621K	Buy	8,656 +86	+1%	+$6.46K	0.18%	103
2024 Q4	$684K	Sell	8,570 -204	-2%	-$13.9K	0.19%	96
2024 Q3	$496K	Sell	8,774 -303	-3%	-$17.1K	0.15%	111
2024 Q2	$539K	Buy	+9,077	New	+$536K	0.17%	105

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

Tradewinds LLC's WFC Position: Q2 2026 in Review

Tradewinds LLC increased its Wells Fargo (WFC) stake by 71% in Q2 2026, buying an estimated $605K and bringing the position to 18,071 shares worth $1.47M. The position accounts for 0.33% of the portfolio, ranked #61.

Tradewinds LLC first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Tradewinds LLC held 18,071 shares of Wells Fargo worth $1.47M as of Q2 2026.
Tradewinds LLC bought 7,531 Wells Fargo shares in Q2 2026, an estimated $605K.
Wells Fargo made up 0.33% of Tradewinds LLC's portfolio in Q2 2026, its #61 holding.
Tradewinds LLC first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.