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West Family Investments’s Wells Fargo WFC Stock Holding History

West Family 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 		$827K Buy
10,007
+265
+3% +$21.3K 0.24% 81
2026
Q1 		$776K Sell
9,742
-6,537
-40% -$561K 0.27% 69
2025
Q4 		$1.52M Hold
16,279
– – 0.36% 55
2025
Q3 		$1.36M Sell
16,279
-442
-3% -$35.8K 0.3% 67
2025
Q2 		$1.34M Buy
16,721
+6,390
+62% +$461K 0.35% 59
2025
Q1 		$742K Sell
10,331
-180
-2% -$13.5K 0.28% 75
2024
Q4 		$738K Sell
10,511
-147
-1% -$10K 0.26% 78
2024
Q3 		$602K Buy
10,658
+1,163
+12% +$65.8K 0.21% 104
2024
Q2 		$564K Hold
9,495
– – 0.17% 101
2024
Q1 		$550K Hold
9,495
– – 0.17% 107
2023
Q4 		$467K Buy
9,495
+97
+1% +$4.19K 0.16% 99
2023
Q3 		$384K Hold
9,398
– – 0.13% 121
2023
Q2 		$401K Buy
9,398
+3,795
+68% +$153K 0.16% 117
2023
Q1 		$209K Buy
+5,603
New +$244K 0.08% 169
2022
Q3 		– Sell
-8,164
Closed -$320K – 266
2022
Q2 		$320K Sell
8,164
-3,227
-28% -$142K 0.13% 141
2022
Q1 		$552K Buy
11,391
+1,080
+10% +$57.8K 0.16% 100
2021
Q4 		$495K Sell
10,311
-2,841
-22% -$140K 0.14% 127
2021
Q3 		$610K Buy
13,152
+1,867
+17% +$86.4K 0.16% 120
2021
Q2 		$511K Buy
+11,285
New +$504K 0.14% 130
2017
Q4 		– Sell
-25,000
Closed -$1.38M – 94
2017
Q3 		$1.38M Hold
25,000
– – 0.17% 53
2017
Q2 		$1.39M Buy
+25,000
New +$1.34M 0.3% 60

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

West Family Investments's WFC Position: Q2 2026 in Review

West Family Investments increased its Wells Fargo (WFC) stake by 2.7% in Q2 2026, buying an estimated $21.3K and bringing the position to 10,007 shares worth $827K. The position accounts for 0.24% of the portfolio, ranked #81.

West Family Investments first reported a position in WFC in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.52M in Q4 2025. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • West Family Investments held 10,007 shares of Wells Fargo worth $827K as of Q2 2026.
  • West Family Investments bought 265 Wells Fargo shares in Q2 2026, an estimated $21.3K.
  • Wells Fargo made up 0.24% of West Family Investments's portfolio in Q2 2026, its #81 holding.
  • West Family Investments first reported a position in Wells Fargo in Q2 2017 and has held it in 21 quarters since.
  • West Family Investments's Wells Fargo position peaked at $1.52M in Q4 2025.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.