Wellington Group’s Wells Fargo WFC Stock Holding History

Wellington Group’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	–	Sell	-1,193	Closed	-$95K	–	381
2026 Q1	$95K	Sell	1,193 -8	-0.7%	-$687	0.03%	199
2025 Q4	$112K	Buy	+1,201	New	+$104K	0.04%	171

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

Wellington Group's WFC Position: Q2 2026 in Review

Wellington Group sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 1,193 shares — an estimated $95K sold.

Wellington Group first reported a position in WFC in Q4 2025 and held it in 2 quarters. The position peaked at $112K in Q4 2025. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wellington Group reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 1,193 Wells Fargo shares in Q2 2026, an estimated $95K.
Wellington Group first reported a position in Wells Fargo in Q4 2025 and held it in 2 quarters.
Wellington Group's Wells Fargo position peaked at $112K in Q4 2025.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.