Verity Asset Management’s Wells Fargo WFC Stock Holding History

Verity 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	$282K	Buy	+3,407	New	+$274K	0.11%	192
2020 Q2	–	Sell	-10,563	Closed	-$303K	–	148
2020 Q1	$303K	Buy	10,563 +3,008	+40%	+$128K	0.38%	84
2019 Q4	$406K	Buy	7,555 +797	+12%	+$41.7K	0.4%	80
2019 Q3	$340K	Buy	6,758 +1,004	+17%	+$47.3K	0.36%	89
2019 Q2	$272K	Buy	5,754 +1,526	+36%	+$71.4K	0.31%	95
2019 Q1	$204K	Buy	+4,228	New	+$208K	0.24%	107
2018 Q4	–	Sell	-4,679	Closed	-$246K	–	150
2018 Q3	$246K	Sell	4,679 -1,050	-18%	-$60K	0.24%	105
2018 Q2	$318K	Sell	5,729 -90	-2%	-$4.82K	0.29%	72
2018 Q1	$305K	Sell	5,819 -645	-10%	-$38.3K	0.28%	68
2017 Q4	$402K	Buy	6,464 +1,215	+23%	+$68.6K	0.3%	55
2017 Q3	$291K	Sell	5,249 -1,205	-19%	-$64K	0.22%	83
2017 Q2	$358K	Buy	6,454 +500	+8%	+$26.8K	0.27%	61
2017 Q1	$331K	Buy	+5,954	New	+$338K	0.27%	65
2016 Q3	$231K	Buy	5,226 +991	+23%	+$47.4K	0.22%	93
2016 Q2	$200K	Buy	+4,235	New	+$206K	0.2%	99

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

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

Verity Asset Management opened a new position in Wells Fargo (WFC) in Q2 2026: 3,407 shares worth $282K. The stake represents 0.11% of the portfolio and ranks #192 among its holdings. This is a return to the name: Verity Asset Management previously reported a position in WFC as recently as Q1 2020.

Verity Asset Management first reported a position in WFC in Q2 2016 and has held it in 15 quarters since. The position peaked at $406K in Q4 2019. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Verity Asset Management held 3,407 shares of Wells Fargo worth $282K as of Q2 2026.
Wells Fargo was a new Verity Asset Management position in Q2 2026.
Wells Fargo made up 0.11% of Verity Asset Management's portfolio in Q2 2026, its #192 holding.
Verity Asset Management first reported a position in Wells Fargo in Q2 2016 and has held it in 15 quarters since.
Verity Asset Management's Wells Fargo position peaked at $406K in Q4 2019.
2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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