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Tranquilli Financial Advisor’s Wells Fargo WFC Stock Holding History

Tranquilli Financial Advisor’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 		$1.09M Sell
13,135
-249
-2% -$20K 0.58% 50
2026
Q1 		$1.07M Sell
13,384
-1,831
-12% -$157K 0.62% 43
2025
Q4 		$1.42M Sell
15,215
-76
-0.5% -$6.6K 0.82% 34
2025
Q3 		$1.28M Buy
15,291
+87
+0.6% +$7.05K 0.76% 40
2025
Q2 		$1.22M Buy
15,204
+586
+4% +$42.3K 0.75% 40
2025
Q1 		$1.05M Buy
14,618
+415
+3% +$31.2K 0.66% 42
2024
Q4 		$998K Sell
14,203
-1,427
-9% -$97.4K 0.63% 41
2024
Q3 		$883K Buy
15,630
+268
+2% +$15.2K 0.55% 48
2024
Q2 		$931K Buy
15,362
+446
+3% +$26.3K 0.62% 43
2024
Q1 		$865K Buy
14,916
+2,321
+18% +$121K 0.58% 45
2023
Q4 		$620K Buy
12,595
+964
+8% +$41.6K 0.44% 48
2023
Q3 		$475K Buy
11,631
+1,831
+19% +$79.1K 0.34% 55
2023
Q2 		$418K Sell
9,800
-93
-0.9% -$3.74K 0.3% 62
2023
Q1 		$370K Buy
9,893
+899
+10% +$39.2K 0.28% 65
2022
Q4 		$371K Buy
8,994
+1,791
+25% +$79.3K 0.28% 63
2022
Q3 		$290K Buy
7,203
+1,296
+22% +$55.7K 0.23% 53
2022
Q2 		$231K Buy
5,907
+784
+15% +$34.4K 0.18% 59
2022
Q1 		$248K Buy
5,123
+76
+2% +$4.07K 0.18% 72
2021
Q4 		$242K Buy
5,047
+85
+2% +$4.18K 0.17% 74
2021
Q3 		$230K Buy
4,962
+70
+1% +$3.24K 0.17% 70
2021
Q2 		$222K Buy
+4,892
New +$218K 0.17% 75

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

Tranquilli Financial Advisor's WFC Position: Q2 2026 in Review

Tranquilli Financial Advisor reduced its Wells Fargo (WFC) stake by 1.9% in Q2 2026, selling an estimated $20K and leaving 13,135 shares worth $1.09M. The position accounts for 0.58% of the portfolio, ranked #50.

Tranquilli Financial Advisor first reported a position in WFC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.42M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Tranquilli Financial Advisor held 13,135 shares of Wells Fargo worth $1.09M as of Q2 2026.
  • Tranquilli Financial Advisor sold 249 Wells Fargo shares in Q2 2026, an estimated $20K.
  • Wells Fargo made up 0.58% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #50 holding.
  • Tranquilli Financial Advisor first reported a position in Wells Fargo in Q2 2021 and has held it in 21 quarters since.
  • Tranquilli Financial Advisor's Wells Fargo position peaked at $1.42M in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.