Wilkinson Global Asset Management’s Wells Fargo WFC Stock Holding History

Wilkinson Global 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	$2.51M	Hold	30,400	–	–	0.2%	32
2026 Q1	$2.42M	Sell	30,400 -750	-2%	-$64.4K	0.18%	30
2025 Q4	$2.9M	Buy	31,150 +750	+2%	+$65.1K	0.2%	30
2025 Q3	$2.55M	Hold	30,400	–	–	0.16%	33
2025 Q2	$2.44M	Hold	30,400	–	–	0.15%	34
2025 Q1	$2.18M	Hold	30,400	–	–	0.14%	37
2024 Q4	$2.14M	Hold	30,400	–	–	0.13%	37
2024 Q3	$1.72M	Hold	30,400	–	–	0.1%	40
2024 Q2	$1.81M	Hold	30,400	–	–	0.11%	38
2024 Q1	$1.76M	Hold	30,400	–	–	0.11%	38
2023 Q4	$1.5M	Hold	30,400	–	–	0.1%	38
2023 Q3	$1.24M	Hold	30,400	–	–	0.1%	39
2023 Q2	$1.3M	Hold	30,400	–	–	0.1%	38
2023 Q1	$1.14M	Hold	30,400	–	–	0.09%	41
2022 Q4	$1.26M	Hold	30,400	–	–	0.1%	38
2022 Q3	$1.22M	Hold	30,400	–	–	0.11%	38
2022 Q2	$1.19M	Hold	30,400	–	–	0.1%	40
2022 Q1	$1.47M	Sell	30,400 -200	-0.7%	-$10.7K	0.09%	47
2021 Q4	$1.47M	Hold	30,600	–	–	0.08%	49
2021 Q3	$1.42M	Hold	30,600	–	–	0.09%	48
2021 Q2	$1.39M	Hold	30,600	–	–	0.08%	50
2021 Q1	$1.2M	Buy	+30,600	New	+$1.08M	0.08%	52

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

Wilkinson Global Asset Management's WFC Position: Q2 2026 in Review

Wilkinson Global Asset Management held its Wells Fargo (WFC) position steady in Q2 2026 at 30,400 shares worth $2.51M. The position accounts for 0.2% of the portfolio, ranked #32.

Wilkinson Global Asset Management first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.9M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Wilkinson Global Asset Management held 30,400 shares of Wells Fargo worth $2.51M as of Q2 2026.
Wilkinson Global Asset Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.2% of Wilkinson Global Asset Management's portfolio in Q2 2026, its #32 holding.
Wilkinson Global Asset Management first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
Wilkinson Global Asset Management's Wells Fargo position peaked at $2.9M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.