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Vivid Wealth Management’s Wells Fargo WFC Stock Holding History

Vivid 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 		$1.39M Buy
16,789
+39
+0.2% +$3.13K 0.49% 58
2026
Q1 		$1.33M Buy
16,750
+37
+0.2% +$3.18K 0.54% 55
2025
Q4 		$1.56M Sell
16,713
-24
-0.1% -$2.08K 0.61% 54
2025
Q3 		$1.4M Sell
16,737
-506
-3% -$41K 0.56% 54
2025
Q2 		$1.38M Buy
17,243
+133
+0.8% +$9.59K 0.61% 52
2025
Q1 		$1.23M Buy
17,110
+198
+1% +$14.9K 0.61% 51
2024
Q4 		$1.19M Buy
16,912
+325
+2% +$22.2K 0.6% 47
2024
Q3 		$937K Buy
16,587
+48
+0.3% +$2.71K 0.49% 47
2024
Q2 		$982K Buy
16,539
+2,824
+21% +$167K 0.55% 47
2024
Q1 		$795K Buy
13,715
+393
+3% +$20.6K 0.5% 36
2023
Q4 		$656K Buy
+13,322
New +$575K 0.45% 41

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

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

Vivid Wealth Management increased its Wells Fargo (WFC) stake by 0.23% in Q2 2026, buying an estimated $3.13K and bringing the position to 16,789 shares worth $1.39M. The position accounts for 0.49% of the portfolio, ranked #58.

Vivid Wealth Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Vivid Wealth Management held 16,789 shares of Wells Fargo worth $1.39M as of Q2 2026.
  • Vivid Wealth Management bought 39 Wells Fargo shares in Q2 2026, an estimated $3.13K.
  • Wells Fargo made up 0.49% of Vivid Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Vivid Wealth Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Vivid Wealth Management's Wells Fargo position peaked at $1.56M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.