WI
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WBI Investments’s Wells Fargo WFC Stock Holding History

WBI Investments’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 		$236K Hold
2,856
– – 0.06% 276
2026
Q1 		$227K Sell
2,856
-16
-0.6% -$1.37K 0.06% 265
2025
Q4 		$268K Buy
2,872
+4
+0.1% +$347 0.07% 264
2025
Q3 		$240K Buy
+2,868
New +$233K 0.06% 277
2020
Q3 		– Sell
-13,603
Closed -$348K – 153
2020
Q2 		$348K Buy
13,603
+2,198
+19% +$60.1K 0.06% 87
2020
Q1 		$327K Sell
11,405
-1,583
-12% -$67.3K 0.06% 68
2019
Q4 		$699K Sell
12,988
-3,837
-23% -$201K 0.07% 142
2019
Q3 		$849K Buy
+16,825
New +$793K 0.08% 138
2018
Q1 		– Sell
-56,241
Closed -$3.41M – 335
2017
Q4 		$3.41M Buy
+56,241
New +$3.18M 0.16% 106

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

WBI Investments's WFC Position: Q2 2026 in Review

WBI Investments held its Wells Fargo (WFC) position steady in Q2 2026 at 2,856 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #276.

WBI Investments first reported a position in WFC in Q4 2017 and has held it in 9 quarters since. The position peaked at $3.41M in Q4 2017. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • WBI Investments held 2,856 shares of Wells Fargo worth $236K as of Q2 2026.
  • WBI Investments left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.06% of WBI Investments's portfolio in Q2 2026, its #276 holding.
  • WBI Investments first reported a position in Wells Fargo in Q4 2017 and has held it in 9 quarters since.
  • WBI Investments's Wells Fargo position peaked at $3.41M in Q4 2017.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.