Weinberger Asset Management’s Wells Fargo WFC Stock Holding History

Weinberger Asset Management’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	$334K	Sell	3,860 -60	-2%	-$4.82K	0.11%	73
2026 Q1	$312K	Sell	3,920 -114	-3%	-$9.79K	0.12%	79
2025 Q4	$376K	Sell	4,034 -365	-8%	-$31.7K	0.14%	73
2025 Q3	$369K	Buy	4,399 +178	+4%	+$14.4K	0.13%	70
2025 Q2	$338K	Sell	4,221 -50	-1%	-$3.6K	0.13%	73
2025 Q1	$307K	Sell	4,271 -140	-3%	-$10.5K	0.13%	70
2024 Q4	$310K	Sell	4,411 -1,091	-20%	-$74.5K	0.13%	70
2024 Q3	$311K	Buy	5,502 +32	+0.6%	+$1.81K	0.13%	69
2024 Q2	$325K	Buy	5,470 +28	+0.5%	+$1.65K	0.15%	67
2024 Q1	$315K	Buy	5,442 +27	+0.5%	+$1.41K	0.15%	70
2023 Q4	$267K	Buy	5,415 +109	+2%	+$4.7K	0.14%	74
2023 Q3	$217K	Sell	5,306 -473	-8%	-$20.4K	0.12%	74
2023 Q2	$247K	Buy	5,779 +55	+1%	+$2.21K	0.14%	73
2023 Q1	$214K	Buy	5,724 +13	+0.2%	+$567	0.12%	73
2022 Q4	$236K	Sell	5,711 -1,179	-17%	-$52.2K	0.15%	69
2022 Q3	$277K	Sell	6,890 -1,787	-21%	-$76.8K	0.19%	60
2022 Q2	$340K	Buy	+8,677	New	+$381K	0.22%	58

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

Weinberger Asset Management's WFC Position: Q2 2026 in Review

Weinberger Asset Management reduced its Wells Fargo (WFC) stake by 1.5% in Q2 2026, selling an estimated $4.82K and leaving 3,860 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #73.

Weinberger Asset Management first reported a position in WFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $376K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Weinberger Asset Management held 3,860 shares of Wells Fargo worth $334K as of Q2 2026.
Weinberger Asset Management sold 60 Wells Fargo shares in Q2 2026, an estimated $4.82K.
Wells Fargo made up 0.11% of Weinberger Asset Management's portfolio in Q2 2026, its #73 holding.
Weinberger Asset Management first reported a position in Wells Fargo in Q2 2022 and has held it in 17 quarters since.
Weinberger Asset Management's Wells Fargo position peaked at $376K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.