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Yukon Wealth Management’s Wells Fargo WFC Stock Holding History

Yukon Wealth 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 		$276K Buy
+3,343
New +$269K 0.08% 112
2025
Q4 		– Sell
-3,287
Closed -$276K – 130
2025
Q3 		$276K Buy
3,287
+108
+3% +$8.76K 0.09% 104
2025
Q2 		$255K Buy
3,179
+132
+4% +$9.52K 0.09% 102
2025
Q1 		$219K Buy
+3,047
New +$229K 0.09% 99

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

Yukon Wealth Management's WFC Position: Q2 2026 in Review

Yukon Wealth Management opened a new position in Wells Fargo (WFC) in Q2 2026: 3,343 shares worth $276K. The stake represents 0.08% of the portfolio and ranks #112 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in WFC as recently as Q3 2025.

Yukon Wealth Management first reported a position in WFC in Q1 2025 and has held it in 4 quarters since. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Yukon Wealth Management held 3,343 shares of Wells Fargo worth $276K as of Q2 2026.
  • Wells Fargo was a new Yukon Wealth Management position in Q2 2026.
  • Wells Fargo made up 0.08% of Yukon Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Yukon Wealth Management first reported a position in Wells Fargo in Q1 2025 and has held it in 4 quarters since.
  • 2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.