Vantus Wealth’s Wells Fargo WFC Stock Holding History

Vantus 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	$432K	Buy	+5,228	New	+$420K	0.23%	131
2025 Q4	$383K	Buy	+4,113	New	+$357K	0.28%	114

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

Vantus Wealth's WFC Position: Q2 2026 in Review

Vantus Wealth opened a new position in Wells Fargo (WFC) in Q2 2026: 5,228 shares worth $432K. The stake represents 0.23% of the portfolio and ranks #131 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in WFC as recently as Q4 2025.

Vantus Wealth first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. 2,865 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Vantus Wealth held 5,228 shares of Wells Fargo worth $432K as of Q2 2026.
Wells Fargo was a new Vantus Wealth position in Q2 2026.
Wells Fargo made up 0.23% of Vantus Wealth's portfolio in Q2 2026, its #131 holding.
Vantus Wealth first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
2,865 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.