Aft Forsyth & Sober’s Wells Fargo WFC Stock Holding History

Aft Forsyth & Sober’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	$4.08M	Hold	51,200	–	–	1.24%	25
2025 Q4	$4.77M	Hold	51,200	–	–	1.45%	18
2025 Q3	$4.29M	Hold	51,200	–	–	1.33%	18
2025 Q2	$4.1M	Buy	51,200 +800	+2%	+$57.7K	1.38%	16
2025 Q1	$3.62M	Buy	50,400 +400	+0.8%	+$30K	1.26%	18
2024 Q4	$3.51M	Hold	50,000	–	–	1.14%	19
2024 Q3	$2.82M	Hold	50,000	–	–	0.93%	26
2024 Q2	$2.97M	Hold	50,000	–	–	1.02%	24
2024 Q1	$2.9M	Sell	50,000 -1,500	-3%	-$78.5K	1.02%	25
2023 Q4	$2.54M	Hold	51,500	–	–	0.98%	20
2023 Q3	$2.1M	Hold	51,500	–	–	0.89%	27
2023 Q2	$2.2M	Buy	51,500 +1,500	+3%	+$60.4K	0.91%	23
2023 Q1	$1.87M	Sell	50,000 -1,500	-3%	-$65.4K	0.95%	26
2022 Q4	$2.13M	Hold	51,500	–	–	0.96%	21
2022 Q3	$2.07M	Hold	51,500	–	–	1.01%	17
2022 Q2	$2.02M	Hold	51,500	–	–	0.94%	18
2022 Q1	$2.5M	Hold	51,500	–	–	0.98%	15
2021 Q4	$2.47M	Hold	51,500	–	–	0.87%	20
2021 Q3	$2.39M	Buy	51,500 +500	+1%	+$23.1K	0.9%	18
2021 Q2	$2.31M	Hold	51,000	–	–	0.87%	21
2021 Q1	$1.99M	Buy	51,000 +34,200	+204%	+$1.21M	0.82%	23
2020 Q4	$507K	Buy	+16,800	New	+$435K	0.39%	45

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

Aft Forsyth & Sober's WFC Position: Q1 2026 in Review

Aft Forsyth & Sober held its Wells Fargo (WFC) position steady in Q1 2026 at 51,200 shares worth $4.08M. The position accounts for 1.24% of the portfolio, ranked #25.

Aft Forsyth & Sober first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.77M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Aft Forsyth & Sober held 51,200 shares of Wells Fargo worth $4.08M as of Q1 2026.
Aft Forsyth & Sober left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 1.24% of Aft Forsyth & Sober's portfolio in Q1 2026, its #25 holding.
Aft Forsyth & Sober first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
Aft Forsyth & Sober's Wells Fargo position peaked at $4.77M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.