Tucker Asset Management’s Wells Fargo WFC Stock Holding History

Tucker Asset 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	$528K	Buy	6,395 +142	+2%	+$11.4K	0.13%	76
2026 Q1	$498K	Sell	6,253 -226	-3%	-$19.4K	0.15%	56
2025 Q4	$604K	Sell	6,479 -544	-8%	-$47.2K	0.18%	35
2025 Q3	$589K	Sell	7,023 -102	-1%	-$8.27K	0.18%	35
2025 Q2	$571K	Buy	7,125 +432	+6%	+$31.1K	0.18%	33
2025 Q1	$480K	Sell	6,693 -1,744	-21%	-$131K	0.16%	34
2024 Q4	$593K	Sell	8,437 -1,628	-16%	-$111K	0.06%	44
2024 Q3	$569K	Buy	10,065 +1,242	+14%	+$70.2K	0.13%	45
2024 Q2	$524K	Sell	8,823 -96	-1%	-$5.67K	0.11%	56
2024 Q1	$517K	Buy	8,919 +1,489	+20%	+$77.9K	0.12%	55
2023 Q4	$366K	Buy	7,430 +703	+10%	+$30.3K	0.09%	86
2023 Q3	$275K	Buy	6,727 +733	+12%	+$31.6K	0.07%	106
2023 Q2	$256K	Sell	5,994 -341	-5%	-$13.7K	0.07%	85
2023 Q1	$237K	Buy	6,335 +847	+15%	+$36.9K	0.07%	72
2022 Q4	$227K	Buy	5,488 +1,010	+23%	+$44.7K	0.07%	43
2022 Q3	$206K	Buy	4,478 +1,145	+34%	+$49.2K	0.07%	37
2022 Q2	$131K	Buy	3,333 +304	+10%	+$13.3K	0.04%	31
2022 Q1	$147K	Buy	3,029 +41	+1%	+$2.19K	0.05%	30
2021 Q4	$144K	Buy	2,988 +411	+16%	+$20.2K	0.05%	31
2021 Q3	$132K	Buy	2,577 +188	+8%	+$8.7K	0.05%	30
2021 Q2	$108K	Buy	2,389 +23	+1%	+$1.03K	0.05%	31
2021 Q1	$92.4K	Buy	2,366 +560	+31%	+$19.8K	0.05%	44
2020 Q4	$54.5K	Buy	+1,806	New	+$46.8K	0.03%	57

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

Tucker Asset Management's WFC Position: Q2 2026 in Review

Tucker Asset Management increased its Wells Fargo (WFC) stake by 2.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 6,395 shares worth $528K. The position accounts for 0.13% of the portfolio, ranked #76.

Tucker Asset Management first reported a position in WFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $604K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Tucker Asset Management held 6,395 shares of Wells Fargo worth $528K as of Q2 2026.
Tucker Asset Management bought 142 Wells Fargo shares in Q2 2026, an estimated $11.4K.
Wells Fargo made up 0.13% of Tucker Asset Management's portfolio in Q2 2026, its #76 holding.
Tucker Asset Management first reported a position in Wells Fargo in Q4 2020 and has held it in 23 quarters since.
Tucker Asset Management's Wells Fargo position peaked at $604K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.