Agate Pass Investment Management’s Wells Fargo WFC Stock Holding History

Agate Pass Investment 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 Q1	–	Sell	-2,300	Closed	-$214K	–	109
2025 Q4	$214K	Buy	+2,300	New	+$200K	0.08%	104
2024 Q1	–	Sell	-4,150	Closed	-$204K	–	99
2023 Q4	$204K	Buy	+4,150	New	+$179K	0.12%	96
2023 Q2	–	Sell	-5,825	Closed	-$218K	–	97
2023 Q1	$218K	Sell	5,825 -300	-5%	-$13.1K	0.14%	92
2022 Q4	$253K	Sell	6,125 -1,425	-19%	-$63.1K	0.18%	87
2022 Q3	$304K	Buy	7,550 +275	+4%	+$11.8K	0.23%	82
2022 Q2	$285K	Sell	7,275 -1,569	-18%	-$68.9K	0.2%	85
2022 Q1	$429K	Sell	8,844 -210	-2%	-$11.2K	0.27%	72
2021 Q4	$434K	Buy	+9,054	New	+$446K	0.27%	74

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

Agate Pass Investment Management's WFC Position: Q1 2026 in Review

Agate Pass Investment Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,300 shares — an estimated $214K sold.

Agate Pass Investment Management first reported a position in WFC in Q4 2021 and held it in 8 quarters. The position peaked at $434K in Q4 2021. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Agate Pass Investment Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Agate Pass Investment Management sold 2,300 Wells Fargo shares in Q1 2026, an estimated $214K.
Agate Pass Investment Management first reported a position in Wells Fargo in Q4 2021 and held it in 8 quarters.
Agate Pass Investment Management's Wells Fargo position peaked at $434K in Q4 2021.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Agate Pass Investment Management's 13F filing for Q1 2026, filed 7 Apr 2026.