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Trajan Wealth’s Wells Fargo WFC Stock Holding History

Trajan 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 		$14.5M Buy
175,819
+15,468
+10% +$1.24M 0.55% 49
2026
Q1 		$12.8M Buy
160,351
+24,562
+18% +$2.11M 0.52% 52
2025
Q4 		$12.7M Buy
135,789
+17,292
+15% +$1.5M 0.53% 51
2025
Q3 		$9.93M Buy
118,497
+26,812
+29% +$2.17M 0.43% 54
2025
Q2 		$7.35M Buy
91,685
+14,720
+19% +$1.06M 0.36% 57
2025
Q1 		$5.53M Buy
76,965
+9,275
+14% +$696K 0.3% 61
2024
Q4 		$4.75M Buy
67,690
+6,852
+11% +$468K 0.26% 76
2024
Q3 		$3.44M Buy
60,838
+8,358
+16% +$473K 0.2% 97
2024
Q2 		$3.12M Buy
52,480
+5,051
+11% +$298K 0.2% 95
2024
Q1 		$2.75M Buy
+47,429
New +$2.48M 0.19% 99

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

Trajan Wealth's WFC Position: Q2 2026 in Review

Trajan Wealth increased its Wells Fargo (WFC) stake by 9.6% in Q2 2026, buying an estimated $1.24M and bringing the position to 175,819 shares worth $14.5M. The position accounts for 0.55% of the portfolio, ranked #49.

Trajan Wealth first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Trajan Wealth held 175,819 shares of Wells Fargo worth $14.5M as of Q2 2026.
  • Trajan Wealth bought 15,468 Wells Fargo shares in Q2 2026, an estimated $1.24M.
  • Wells Fargo made up 0.55% of Trajan Wealth's portfolio in Q2 2026, its #49 holding.
  • Trajan Wealth first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.