WFA of San Diego’s Wells Fargo WFC Stock Holding History

WFA of San Diego’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	-1,218	Closed	-$97K	–	380
2026 Q1	$97K	Hold	1,218	–	–	0.08%	131
2025 Q4	$114K	Sell	1,218 -242	-17%	-$21K	0.08%	127
2025 Q3	$122K	Hold	1,460	–	–	0.08%	125
2025 Q2	$117K	Buy	+1,460	New	+$105K	0.09%	127
2024 Q3	$82.5K	Hold	1,460	–	–	0.07%	140
2024 Q2	$86.7K	Buy	+1,460	New	+$86.2K	0.08%	129
2023 Q3	$80K	Buy	1,957 +1,639	+515%	+$70.8K	0.08%	134
2023 Q2	$13.6K	Buy	+318	New	+$12.8K	0.01%	263
2023 Q1	–	Sell	-1,900	Closed	-$78.5K	–	434
2022 Q4	$78.5K	Buy	+1,900	New	+$84.1K	0.06%	151
2022 Q3	–	Sell	-1,000	Closed	-$39K	–	401
2022 Q2	$39K	Buy	+1,000	New	+$43.9K	0.03%	176
2020 Q3	–	Sell	-8,561	Closed	-$420K	–	245
2020 Q2	$420K	Buy	+8,561	New	+$234K	0.1%	174

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 $3.38T AUM 44.17% 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

WFA of San Diego's WFC Position: Q2 2026 in Review

WFA of San Diego sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 1,218 shares — an estimated $97K sold.

WFA of San Diego first reported a position in WFC in Q2 2020 and held it in 11 quarters. The position peaked at $420K in Q2 2020. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

WFA of San Diego reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 1,218 Wells Fargo shares in Q2 2026, an estimated $97K.
WFA of San Diego first reported a position in Wells Fargo in Q2 2020 and held it in 11 quarters.
WFA of San Diego's Wells Fargo position peaked at $420K in Q2 2020.
2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.