VCI Wealth Management’s Wells Fargo WFC Stock Holding History

VCI Wealth 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	$1.89M	Buy	22,824 +3,781	+20%	+$304K	0.47%	61
2026 Q1	$1.52M	Sell	19,043 -2,701	-12%	-$232K	0.42%	56
2025 Q4	$2.03M	Buy	+21,744	New	+$1.89M	0.56%	45
2024 Q3	–	Sell	-18,889	Closed	-$1.12M	–	125
2024 Q2	$1.12M	Buy	18,889 +4,038	+27%	+$238K	0.55%	46
2024 Q1	$861K	Sell	14,851 -862	-5%	-$45.1K	0.58%	45
2023 Q4	$773K	Buy	+15,713	New	+$678K	0.47%	64

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

VCI Wealth Management's WFC Position: Q2 2026 in Review

VCI Wealth Management increased its Wells Fargo (WFC) stake by 20% in Q2 2026, buying an estimated $304K and bringing the position to 22,824 shares worth $1.89M. The position accounts for 0.47% of the portfolio, ranked #61.

VCI Wealth Management first reported a position in WFC in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.03M in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

VCI Wealth Management held 22,824 shares of Wells Fargo worth $1.89M as of Q2 2026.
VCI Wealth Management bought 3,781 Wells Fargo shares in Q2 2026, an estimated $304K.
Wells Fargo made up 0.47% of VCI Wealth Management's portfolio in Q2 2026, its #61 holding.
VCI Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 6 quarters since.
VCI Wealth Management's Wells Fargo position peaked at $2.03M in Q4 2025.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.