Vermillion Wealth Management’s Wells Fargo WFC Stock Holding History

Vermillion 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	$685K	Sell	8,288 -233	-3%	-$18.7K	0.16%	68
2026 Q1	$678K	Buy	8,521 +38	+0.4%	+$3.26K	0.27%	44
2025 Q4	$791K	Buy	8,483 +240	+3%	+$20.8K	0.32%	43
2025 Q3	$691K	Buy	8,243 +142	+2%	+$11.5K	0.19%	64
2025 Q2	$649K	Buy	8,101 +21	+0.3%	+$1.51K	0.31%	40
2025 Q1	$580K	Buy	8,080 +33	+0.4%	+$2.48K	0.17%	65
2024 Q4	$565K	Buy	+8,047	New	+$549K	0.29%	40

Other funds holding WFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Wells Fargo (WFC) stake by 2.7% in Q2 2026, selling an estimated $18.7K and leaving 8,288 shares worth $685K. The position accounts for 0.16% of the portfolio, ranked #68.

Vermillion Wealth Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $791K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Vermillion Wealth Management held 8,288 shares of Wells Fargo worth $685K as of Q2 2026.
Vermillion Wealth Management sold 233 Wells Fargo shares in Q2 2026, an estimated $18.7K.
Wells Fargo made up 0.16% of Vermillion Wealth Management's portfolio in Q2 2026, its #68 holding.
Vermillion Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Wells Fargo position peaked at $791K in Q4 2025.
1,054 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.