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Tradition Wealth Management’s Wells Fargo WFC Stock Holding History

Tradition 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 		$2.73M Sell
32,999
-412
-1% -$33.1K 0.17% 126
2026
Q1 		$2.66M Sell
33,411
-520
-2% -$44.7K 0.19% 112
2025
Q4 		$3.16M Buy
33,931
+127
+0.4% +$11K 0.23% 94
2025
Q3 		$2.83M Buy
33,804
+4,193
+14% +$340K 0.21% 97
2025
Q2 		$2.37M Sell
29,611
-809
-3% -$58.3K 0.19% 109
2025
Q1 		$2.18M Buy
30,420
+143
+0.5% +$10.7K 0.19% 103
2024
Q4 		$2.13M Sell
30,277
-176
-0.6% -$12K 0.19% 103
2024
Q3 		$1.72M Sell
30,453
-941
-3% -$53.2K 0.15% 120
2024
Q2 		$1.86M Buy
31,394
+2,577
+9% +$152K 0.18% 108
2024
Q1 		$1.67M Sell
28,817
-112
-0.4% -$5.86K 0.17% 114
2023
Q4 		$1.42M Sell
28,929
-2,063
-7% -$89K 0.15% 114
2023
Q3 		$1.27M Sell
30,992
-68
-0.2% -$2.94K 0.15% 110
2023
Q2 		$1.33M Sell
31,060
-1,098
-3% -$44.2K 0.15% 108
2023
Q1 		$1.2M Buy
32,158
+293
+0.9% +$12.8K 0.15% 106
2022
Q4 		$1.32M Buy
31,865
+34
+0.1% +$1.5K 0.19% 92
2022
Q3 		$1.28M Sell
31,831
-451
-1% -$19.4K 0.19% 89
2022
Q2 		$1.26M Sell
32,282
-1,901
-6% -$83.4K 0.18% 97
2022
Q1 		$1.66M Buy
34,183
+2,627
+8% +$141K 0.21% 99
2021
Q4 		$1.51M Sell
31,556
-195
-0.6% -$9.6K 0.19% 107
2021
Q3 		$1.47M Buy
31,751
+115
+0.4% +$5.32K 0.21% 103
2021
Q2 		$1.43M Buy
31,636
+7
+0% +$313 0.21% 104
2021
Q1 		$1.24M Buy
31,629
+11,935
+61% +$423K 0.21% 97
2020
Q4 		$594K Buy
+19,694
New +$510K 0.12% 130

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

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

Tradition Wealth Management reduced its Wells Fargo (WFC) stake by 1.2% in Q2 2026, selling an estimated $33.1K and leaving 32,999 shares worth $2.73M. The position accounts for 0.17% of the portfolio, ranked #126.

Tradition Wealth Management first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.16M in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Tradition Wealth Management held 32,999 shares of Wells Fargo worth $2.73M as of Q2 2026.
  • Tradition Wealth Management sold 412 Wells Fargo shares in Q2 2026, an estimated $33.1K.
  • Wells Fargo made up 0.17% of Tradition Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Tradition Wealth Management first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Wells Fargo position peaked at $3.16M in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.