Vision Retirement’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41.3K Sell
500
-13
-3% -$1.04K 0.01% 251
2026
Q1
$40.8K Buy
513
+13
+3% +$1.12K 0.01% 240
2025
Q4
$46.6K Buy
+500
New +$43.4K 0.01% 240

Other funds holding WFC

Vision Retirement's WFC Position: Q2 2026 in Review

Vision Retirement reduced its Wells Fargo (WFC) stake by 2.5% in Q2 2026, selling an estimated $1.04K and leaving 500 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #251.

Vision Retirement first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.6K in Q4 2025. 2,741 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Vision Retirement held 500 shares of Wells Fargo worth $41.3K as of Q2 2026.
  • Vision Retirement sold 13 Wells Fargo shares in Q2 2026, an estimated $1.04K.
  • Wells Fargo made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #251 holding.
  • Vision Retirement first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Wells Fargo position peaked at $46.6K in Q4 2025.
  • 2,741 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.