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Walsh & Associates’s Wells Fargo WFC Stock Holding History

Walsh & 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 		$253K Sell
3,067
-106
-3% -$8.52K 0.21% 50
2026
Q1 		$253K Buy
3,173
+6
+0.2% +$515 0.25% 43
2025
Q4 		$295K Buy
+3,167
New +$275K 0.29% 43

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

Walsh & Associates's WFC Position: Q2 2026 in Review

Walsh & Associates reduced its Wells Fargo (WFC) stake by 3.3% in Q2 2026, selling an estimated $8.52K and leaving 3,067 shares worth $253K. The position accounts for 0.21% of the portfolio, ranked #50.

Walsh & Associates first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q4 2025. 2,851 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Walsh & Associates held 3,067 shares of Wells Fargo worth $253K as of Q2 2026.
  • Walsh & Associates sold 106 Wells Fargo shares in Q2 2026, an estimated $8.52K.
  • Wells Fargo made up 0.21% of Walsh & Associates's portfolio in Q2 2026, its #50 holding.
  • Walsh & Associates first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Wells Fargo position peaked at $295K in Q4 2025.
  • 2,851 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.