XF
WFC icon

XML Financial’s Wells Fargo WFC Stock Holding History

XML Financial’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 		$721K Sell
8,725
-391
-4% -$31.4K 0.05% 236
2026
Q1 		$726K Buy
9,116
+246
+3% +$21.1K 0.06% 218
2025
Q4 		$827K Sell
8,870
-3,831
-30% -$333K 0.07% 199
2025
Q3 		$1.06M Sell
12,701
-270
-2% -$21.9K 0.09% 177
2025
Q2 		$1.04M Sell
12,971
-3,388
-21% -$244K 0.09% 177
2025
Q1 		$1.17M Buy
16,359
+129
+0.8% +$9.69K 0.11% 155
2024
Q4 		$1.14M Sell
16,230
-2,444
-13% -$167K 0.1% 159
2024
Q3 		$1.05M Sell
18,674
-1,600
-8% -$90.5K 0.1% 170
2024
Q2 		$1.2M Buy
20,274
+85
+0.4% +$5.02K 0.12% 146
2024
Q1 		$1.17M Sell
20,189
-99
-0.5% -$5.18K 0.12% 152
2023
Q4 		$999K Buy
20,288
+1,210
+6% +$52.2K 0.11% 162
2023
Q3 		$780K Buy
19,078
+1,158
+6% +$50K 0.09% 173
2023
Q2 		$765K Buy
17,920
+273
+2% +$11K 0.09% 180
2023
Q1 		$652K Sell
17,647
-1,442
-8% -$62.9K 0.08% 187
2022
Q4 		$788K Buy
19,089
+1,598
+9% +$70.7K 0.1% 171
2022
Q3 		$703K Buy
17,491
+900
+5% +$38.7K 0.1% 169
2022
Q2 		$650K Sell
16,591
-628
-4% -$27.6K 0.15% 122
2022
Q1 		$834K Buy
17,219
+70
+0.4% +$3.75K 0.1% 167
2021
Q4 		$823K Buy
17,149
+490
+3% +$24.1K 0.1% 166
2021
Q3 		$773K Sell
16,659
-27
-0.2% -$1.25K 0.1% 163
2021
Q2 		$756K Sell
16,686
-29
-0.2% -$1.29K 0.17% 108
2021
Q1 		$653K Sell
16,715
-1,178
-7% -$41.7K 0.16% 111
2020
Q4 		$540K Buy
17,893
+262
+1% +$6.78K 0.14% 124
2020
Q3 		$415K Sell
17,631
-6,968
-28% -$172K 0.13% 123
2020
Q2 		$630K Buy
24,599
+10,244
+71% +$280K 0.22% 90
2020
Q1 		$412K Buy
14,355
+6,262
+77% +$266K 0.18% 100
2019
Q4 		$435K Buy
+8,093
New +$424K 0.16% 107

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

XML Financial's WFC Position: Q2 2026 in Review

XML Financial reduced its Wells Fargo (WFC) stake by 4.3% in Q2 2026, selling an estimated $31.4K and leaving 8,725 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #236.

XML Financial first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q2 2024. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • XML Financial held 8,725 shares of Wells Fargo worth $721K as of Q2 2026.
  • XML Financial sold 391 Wells Fargo shares in Q2 2026, an estimated $31.4K.
  • Wells Fargo made up 0.05% of XML Financial's portfolio in Q2 2026, its #236 holding.
  • XML Financial first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Wells Fargo position peaked at $1.2M in Q2 2024.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.