USA Financial Formulas’s Wells Fargo WFC Stock Holding History

USA Financial Formulas’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	–	Sell	-10	Closed	-$796	–	537
2026 Q1	$796	Hold	10	–	–	﹤0.01%	351
2025 Q4	$932	Buy	+10	New	+$868	﹤0.01%	302
2025 Q1	–	Sell	-11,462	Closed	-$805K	–	373
2024 Q4	$805K	Buy	+11,462	New	+$783K	0.13%	80
2024 Q3	–	Sell	-18,815	Closed	-$1.12M	–	370
2024 Q2	$1.12M	Buy	+18,815	New	+$1.11M	0.18%	45
2024 Q1	–	Sell	-28	Closed	-$1.38K	–	426
2023 Q4	$1.38K	Buy	28 +3	+12%	+$129	﹤0.01%	316
2023 Q3	$1.02K	Hold	25	–	–	﹤0.01%	397
2023 Q2	$1.07K	Hold	25	–	–	﹤0.01%	364
2023 Q1	$935	Buy	+25	New	+$1.09K	﹤0.01%	300
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	284
2022 Q2	$1K	Sell	22 -15,869	-100%	-$696K	﹤0.01%	312
2022 Q1	$770K	Buy	15,891 +14,242	+864%	+$762K	0.82%	59
2021 Q4	$79K	Sell	1,649 -19,040	-92%	-$937K	0.07%	142
2021 Q3	$960K	Buy	20,689 +19,539	+1,699%	+$904K	0.86%	58
2021 Q2	$52K	Buy	+1,150	New	+$51.4K	0.04%	219

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

USA Financial Formulas's WFC Position: Q2 2026 in Review

USA Financial Formulas sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 10 shares — an estimated $796 sold.

USA Financial Formulas first reported a position in WFC in Q2 2021 and held it in 14 quarters. The position peaked at $1.12M in Q2 2024. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

USA Financial Formulas reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
USA Financial Formulas sold 10 Wells Fargo shares in Q2 2026, an estimated $796.
USA Financial Formulas first reported a position in Wells Fargo in Q2 2021 and held it in 14 quarters.
USA Financial Formulas's Wells Fargo position peaked at $1.12M in Q2 2024.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.