Wealth Effects’s Wells Fargo WFC Stock Holding History

Wealth Effects’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	$217K	Hold	2,625	–	–	0.06%	232
2026 Q1	$209K	Buy	+2,625	New	+$225K	0.07%	214
2024 Q1	–	Sell	-5,243	Closed	-$258K	–	238
2023 Q4	$258K	Sell	5,243 -2,000	-28%	-$86.3K	0.1%	175
2023 Q3	$296K	Buy	7,243 +310	+4%	+$13.4K	0.15%	134
2023 Q2	$296K	Sell	6,933 -165	-2%	-$6.64K	0.13%	134
2023 Q1	$265K	Sell	7,098 -75	-1%	-$3.27K	0.14%	146
2022 Q4	$296K	Sell	7,173 -811	-10%	-$35.9K	0.17%	132
2022 Q3	$321K	Buy	7,984 +95	+1%	+$4.08K	0.2%	112
2022 Q2	$309K	Buy	7,889 +815	+12%	+$35.8K	0.19%	118
2022 Q1	$343K	Buy	7,074 +425	+6%	+$22.7K	0.16%	129
2021 Q4	$319K	Buy	+6,649	New	+$327K	0.13%	141

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

Wealth Effects's WFC Position: Q2 2026 in Review

Wealth Effects held its Wells Fargo (WFC) position steady in Q2 2026 at 2,625 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #232.

Wealth Effects first reported a position in WFC in Q4 2021 and has held it in 11 quarters since. The position peaked at $343K in Q1 2022. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wealth Effects held 2,625 shares of Wells Fargo worth $217K as of Q2 2026.
Wealth Effects left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.06% of Wealth Effects's portfolio in Q2 2026, its #232 holding.
Wealth Effects first reported a position in Wells Fargo in Q4 2021 and has held it in 11 quarters since.
Wealth Effects's Wells Fargo position peaked at $343K in Q1 2022.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.