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Virginia Estate & Retirement Planning Advisors’s Wells Fargo WFC Stock Holding History

Virginia Estate & Retirement Planning 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 		$41.1K Hold
497
– – 0.05% 50
2026
Q1 		$39.6K Buy
+497
New +$42.7K 0.07% 32

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 $3.37T AUM 44.26% 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

Virginia Estate & Retirement Planning Advisors's WFC Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Wells Fargo (WFC) position steady in Q2 2026 at 497 shares worth $41.1K. The position accounts for 0.05% of the portfolio, ranked #50.

Virginia Estate & Retirement Planning Advisors first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,838 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 497 shares of Wells Fargo worth $41.1K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.05% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #50 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
  • 2,838 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.