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 Q1	$15.9M	Buy	+200,000	New	+$17.2M	0.21%	81
2025 Q1	–	Sell	-800,000	Closed	-$56.9M	–	119
2024 Q4	$56.9M	Buy	+800,000	New	+$54.6M	1.47%	11

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Adapt Investment Managers's WFC Position: Q1 2026 in Review

Adapt Investment Managers opened a new position in Wells Fargo (WFC) in Q1 2026: 56,662 shares worth $4.51M. The stake represents 0.06% of the portfolio and ranks #110 among its holdings.

2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Adapt Investment Managers held 56,662 shares of Wells Fargo worth $4.51M as of Q1 2026.
Wells Fargo was a new Adapt Investment Managers position in Q1 2026.
Wells Fargo made up 0.06% of Adapt Investment Managers's portfolio in Q1 2026, its #110 holding.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Adapt Investment Managers's 13F filing for Q1 2026, filed 15 May 2026.