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Transcend Capital Advisors’s Wells Fargo WFC Stock Holding History

Transcend Capital Advisors’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 		$4.33M Buy
52,444
+7,159
+16% +$575K 0.29% 61
2026
Q1 		$3.61M Sell
45,285
-55
-0.1% -$4.72K 0.29% 59
2025
Q4 		$4.23M Sell
45,340
-1,632
-3% -$142K 0.33% 54
2025
Q3 		$3.94M Sell
46,972
-351
-0.7% -$28.5K 0.28% 73
2025
Q2 		$3.79M Sell
47,323
-1,181
-2% -$85.2K 0.29% 77
2025
Q1 		$3.48M Sell
48,504
-1,055
-2% -$79.2K 0.25% 100
2024
Q4 		$3.48M Sell
49,559
-2,418
-5% -$165K 0.25% 100
2024
Q3 		$2.94M Sell
51,977
-638
-1% -$36.1K 0.2% 123
2024
Q2 		$3.12M Buy
52,615
+2,252
+4% +$133K 0.23% 110
2024
Q1 		$2.92M Buy
50,363
+1,501
+3% +$78.5K 0.23% 99
2023
Q4 		$2.4M Sell
48,862
-2,738
-5% -$118K 0.21% 112
2023
Q3 		$2.11M Sell
51,600
-19,495
-27% -$842K 0.21% 115
2023
Q2 		$3.03M Sell
71,095
-341
-0.5% -$13.7K 0.29% 82
2023
Q1 		$2.67M Buy
71,436
+1,788
+3% +$77.9K 0.28% 93
2022
Q4 		$2.88M Sell
69,648
-9,232
-12% -$409K 0.31% 78
2022
Q3 		$3.17M Buy
78,880
+1,285
+2% +$55.2K 0.35% 69
2022
Q2 		$3.04M Sell
77,595
-202
-0.3% -$8.86K 0.32% 81
2022
Q1 		$3.77M Buy
77,797
+665
+0.9% +$35.6K 0.34% 72
2021
Q4 		$3.7M Buy
77,132
+11
+0% +$542 0.33% 81
2021
Q3 		$3.9M Sell
77,121
-16,640
-18% -$770K 0.35% 68
2021
Q2 		$4.25M Sell
93,761
-2,676
-3% -$119K 0.61% 39
2021
Q1 		$3.77M Buy
96,437
+5,880
+6% +$208K 0.45% 59
2020
Q4 		$2.73M Buy
90,557
+7,192
+9% +$186K 0.36% 75
2020
Q3 		$1.96M Buy
83,365
+62,492
+299% +$1.54M 0.36% 73
2020
Q2 		$534K Sell
20,873
-27,604
-57% -$755K 0.17% 94
2020
Q1 		$1.39M Sell
48,477
-628
-1% -$26.7K 0.42% 71
2019
Q4 		$2.64M Buy
+49,105
New +$2.57M 0.71% 39

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

Transcend Capital Advisors's WFC Position: Q2 2026 in Review

Transcend Capital Advisors increased its Wells Fargo (WFC) stake by 16% in Q2 2026, buying an estimated $575K and bringing the position to 52,444 shares worth $4.33M. The position accounts for 0.29% of the portfolio, ranked #61.

Transcend Capital Advisors first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Transcend Capital Advisors held 52,444 shares of Wells Fargo worth $4.33M as of Q2 2026.
  • Transcend Capital Advisors bought 7,159 Wells Fargo shares in Q2 2026, an estimated $575K.
  • Wells Fargo made up 0.29% of Transcend Capital Advisors's portfolio in Q2 2026, its #61 holding.
  • Transcend Capital Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.