Vision Financial Markets’s Wells Fargo WFC Stock Holding History

Vision Financial Markets’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	$74K	Hold	890	–	–	0.06%	116
2026 Q1	$70.8K	Buy	890 +1	+0.1%	+$86	0.07%	105
2025 Q4	$82.8K	Buy	889 +1	+0.1%	+$87	0.08%	90
2025 Q3	$74.4K	Hold	888	–	–	0.06%	110
2025 Q2	$71.1K	Buy	888 +1	+0.1%	+$72	0.07%	112
2025 Q1	$63.6K	Buy	887 +121	+16%	+$9.09K	0.07%	100
2024 Q4	$53.8K	Buy	+766	New	+$52.3K	0.06%	107

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

Vision Financial Markets's WFC Position: Q2 2026 in Review

Vision Financial Markets held its Wells Fargo (WFC) position steady in Q2 2026 at 890 shares worth $74K. The position accounts for 0.06% of the portfolio, ranked #116.

Vision Financial Markets first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $82.8K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Vision Financial Markets held 890 shares of Wells Fargo worth $74K as of Q2 2026.
Vision Financial Markets left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.06% of Vision Financial Markets's portfolio in Q2 2026, its #116 holding.
Vision Financial Markets first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Wells Fargo position peaked at $82.8K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.