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Veridan Wealth’s Wells Fargo WFC Stock Holding History

Veridan 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 		$11.4M Buy
137,751
+686
+0.5% +$55.1K 3.87% 2
2026
Q1 		$10.9M Hold
137,065
– – 4.04% 2
2025
Q4 		$12.8M Hold
137,065
– – 4.29% 2
2025
Q3 		$11.5M Buy
+137,065
New +$11.1M 3.96% 2
2025
Q1 		$9.84M Sell
137,072
-32
-0% -$2.4K 4.45% 2
2024
Q4 		$10.7M Buy
+137,104
New +$9.36M 5.02% 2
2024
Q2 		$11M Buy
+137,065
New +$8.09M 4.41% 2

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 $3.38T AUM 44.17% 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

Veridan Wealth's WFC Position: Q2 2026 in Review

Veridan Wealth increased its Wells Fargo (WFC) stake by 0.5% in Q2 2026, buying an estimated $55.1K and bringing the position to 137,751 shares worth $11.4M. The position accounts for 3.87% of the portfolio, ranked #2.

Veridan Wealth first reported a position in WFC in Q2 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Veridan Wealth held 137,751 shares of Wells Fargo worth $11.4M as of Q2 2026.
  • Veridan Wealth bought 686 Wells Fargo shares in Q2 2026, an estimated $55.1K.
  • Wells Fargo made up 3.87% of Veridan Wealth's portfolio in Q2 2026, its #2 holding.
  • Veridan Wealth first reported a position in Wells Fargo in Q2 2024 and has held it in 7 quarters since.
  • Veridan Wealth's Wells Fargo position peaked at $12.8M in Q4 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.