Wealth Management Associates’s Wells Fargo WFC Stock Holding History

Wealth Management 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	$366K	Buy	4,428 +4	+0.1%	+$321	0.1%	168
2026 Q1	$352K	Sell	4,424 -594	-12%	-$51K	0.12%	150
2025 Q4	$468K	Buy	5,018 +4	+0.1%	+$347	0.16%	120
2025 Q3	$420K	Sell	5,014 -518	-9%	-$42K	0.15%	128
2025 Q2	$443K	Hold	5,532	–	–	0.17%	114
2025 Q1	$397K	Buy	5,532 +60	+1%	+$4.5K	0.17%	116
2024 Q4	$384K	Buy	5,472 +665	+14%	+$45.4K	0.16%	119
2024 Q3	$272K	Hold	4,807	–	–	0.12%	166
2024 Q2	$286K	Hold	4,807	–	–	0.13%	150
2024 Q1	$286K	Sell	4,807 -299	-6%	-$15.6K	0.13%	150
2023 Q4	$251K	Buy	+5,106	New	+$220K	0.13%	164

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 Management Associates's WFC Position: Q2 2026 in Review

Wealth Management Associates increased its Wells Fargo (WFC) stake by 0.09% in Q2 2026, buying an estimated $321 and bringing the position to 4,428 shares worth $366K. The position accounts for 0.1% of the portfolio, ranked #168.

Wealth Management Associates first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $468K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wealth Management Associates held 4,428 shares of Wells Fargo worth $366K as of Q2 2026.
Wealth Management Associates bought 4 Wells Fargo shares in Q2 2026, an estimated $321.
Wells Fargo made up 0.1% of Wealth Management Associates's portfolio in Q2 2026, its #168 holding.
Wealth Management Associates first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Wealth Management Associates's Wells Fargo position peaked at $468K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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