WestEnd Advisors’s Wells Fargo WFC Stock Holding History

WestEnd Advisors’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	$8.84K	Buy	107 +3	+3%	+$241	﹤0.01%	98
2026 Q1	$8.28K	Hold	104	–	–	﹤0.01%	86
2025 Q4	$9.69K	Buy	104 +31	+42%	+$2.69K	﹤0.01%	86
2025 Q3	$6.12K	Buy	73 +1	+1%	+$81	﹤0.01%	89
2025 Q2	$5.77K	Sell	72 -25	-26%	-$1.8K	﹤0.01%	101
2025 Q1	$6.96K	Buy	97 +64	+194%	+$4.8K	﹤0.01%	85
2024 Q4	$2.32K	Buy	33 +7	+27%	+$478	﹤0.01%	98
2024 Q3	$1.47K	Buy	26 +7	+37%	+$396	﹤0.01%	103
2024 Q2	$1.13K	Buy	19 +5	+36%	+$295	﹤0.01%	114
2024 Q1	$811	Buy	+14	New	+$732	﹤0.01%	123
2022 Q3	–	Sell	-55	Closed	-$2.15K	–	333
2022 Q2	$2.15K	Buy	+55	New	+$2.41K	﹤0.01%	85
2022 Q1	–	Sell	-478,999	Closed	-$25.6M	–	36
2021 Q4	$23M	Buy	+478,999	New	+$23.6M	0.63%	36
2021 Q3	–	Hold	0	–	–	–	36
2021 Q2	–	Hold	0	–	–	–	38
2019 Q4	–	Sell	-30	Closed	-$1.51K	–	81
2019 Q3	$1.51K	Buy	+30	New	+$1.41K	﹤0.01%	65

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

WestEnd Advisors's WFC Position: Q2 2026 in Review

WestEnd Advisors increased its Wells Fargo (WFC) stake by 2.9% in Q2 2026, buying an estimated $241 and bringing the position to 107 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #98.

WestEnd Advisors first reported a position in WFC in Q3 2019 and has held it in 13 quarters since. The position peaked at $23M in Q4 2021. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

WestEnd Advisors held 107 shares of Wells Fargo worth $8.84K as of Q2 2026.
WestEnd Advisors bought 3 Wells Fargo shares in Q2 2026, an estimated $241.
Wells Fargo made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #98 holding.
WestEnd Advisors first reported a position in Wells Fargo in Q3 2019 and has held it in 13 quarters since.
WestEnd Advisors's Wells Fargo position peaked at $23M in Q4 2021.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.