Adapt Investment Managers’s Wells Fargo WFC Stock Holding History

Adapt Investment Managers’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	$4.63M	Sell	56,002 -660	-1%	-$53K	0.04%	118
2026 Q1	$4.51M	Buy	+56,662	New	+$4.87M	0.06%	110

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

Adapt Investment Managers's WFC Position: Q2 2026 in Review

Adapt Investment Managers reduced its Wells Fargo (WFC) stake by 1.2% in Q2 2026, selling an estimated $53K and leaving 56,002 shares worth $4.63M. The position accounts for 0.04% of the portfolio, ranked #118.

Adapt Investment Managers first reported a position in WFC in Q1 2026 and has held it in 2 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Adapt Investment Managers held 56,002 shares of Wells Fargo worth $4.63M as of Q2 2026.
Adapt Investment Managers sold 660 Wells Fargo shares in Q2 2026, an estimated $53K.
Wells Fargo made up 0.04% of Adapt Investment Managers's portfolio in Q2 2026, its #118 holding.
Adapt Investment Managers first reported a position in Wells Fargo in Q1 2026 and has held it in 2 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Adapt Investment Managers's 13F filing for Q2 2026, filed 27 Jul 2026.