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	$16.5M	Hold	200,000	–	–	0.13%	86
2026 Q1	$15.9M	Buy	+200,000	New	+$17.2M	0.21%	80
2025 Q1	–	Sell	-400,000	Closed	-$28.4M	–	118
2024 Q4	$28.4M	Buy	+400,000	New	+$27.3M	0.73%	33

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 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. 947 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.
947 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.