von Borstel & Associates’s Wells Fargo WFC Stock Holding History

von Borstel & Associates’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	$247K	Buy	2,994 +21	+0.7%	+$1.69K	0.05%	36
2026 Q1	$236K	Buy	2,973 +23	+0.8%	+$1.98K	0.05%	34
2025 Q4	$274K	Sell	2,950 -6,181	-68%	-$537K	0.06%	35
2025 Q3	$785K	Buy	9,131 +6,181	+210%	+$501K	0.12%	72
2025 Q2	$228K	Buy	2,950 +32	+1%	+$2.31K	0.06%	39
2025 Q1	$209K	Sell	2,918 -32	-1%	-$2.4K	0.06%	36
2024 Q4	$207K	Buy	+2,950	New	+$201K	0.08%	38

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

von Borstel & Associates's WFC Position: Q2 2026 in Review

von Borstel & Associates increased its Wells Fargo (WFC) stake by 0.71% in Q2 2026, buying an estimated $1.69K and bringing the position to 2,994 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #36.

von Borstel & Associates first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $785K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

von Borstel & Associates held 2,994 shares of Wells Fargo worth $247K as of Q2 2026.
von Borstel & Associates bought 21 Wells Fargo shares in Q2 2026, an estimated $1.69K.
Wells Fargo made up 0.05% of von Borstel & Associates's portfolio in Q2 2026, its #36 holding.
von Borstel & Associates first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
von Borstel & Associates's Wells Fargo position peaked at $785K in Q3 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.