VestGen Advisors’s Wells Fargo WFC Stock Holding History

VestGen Advisors’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	$2.38M	Buy	28,821 +3,553	+14%	+$286K	0.07%	270
2026 Q1	$1.9M	Buy	25,268 +7,178	+40%	+$617K	0.05%	312
2025 Q4	$1.69M	Sell	18,090 -1,018	-5%	-$88.4K	0.07%	258
2025 Q3	$1.6M	Sell	19,108 -509	-3%	-$41.3K	0.05%	288
2025 Q2	$1.56M	Buy	19,617 +1,737	+10%	+$125K	0.06%	255
2025 Q1	$1.28M	Buy	+17,880	New	+$1.34M	0.06%	275

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

VestGen Advisors's WFC Position: Q2 2026 in Review

VestGen Advisors increased its Wells Fargo (WFC) stake by 14% in Q2 2026, buying an estimated $286K and bringing the position to 28,821 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #270.

VestGen Advisors first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

VestGen Advisors held 28,821 shares of Wells Fargo worth $2.38M as of Q2 2026.
VestGen Advisors bought 3,553 Wells Fargo shares in Q2 2026, an estimated $286K.
Wells Fargo made up 0.07% of VestGen Advisors's portfolio in Q2 2026, its #270 holding.
VestGen Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.