AGF Management’s Wells Fargo WFC Stock Holding History

AGF 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	$780K	Sell	9,793 -15,306	-61%	-$1.31M	﹤0.01%	572
2025 Q4	$2.34M	Sell	25,099 -142	-0.6%	-$12.3K	0.01%	461
2025 Q3	$2.12M	Buy	25,241 +14,908	+144%	+$1.21M	0.01%	484
2025 Q2	$828K	Sell	10,333 -119	-1%	-$8.58K	﹤0.01%	559
2025 Q1	$750K	Buy	10,452 +32	+0.3%	+$2.4K	﹤0.01%	564
2024 Q4	$732K	Buy	+10,420	New	+$711K	﹤0.01%	595
2024 Q2	–	Sell	-7,463	Closed	-$433K	–	762
2024 Q1	$433K	Sell	7,463 -6,893	-48%	-$361K	﹤0.01%	646
2023 Q4	$707K	Buy	14,356 +3,780	+36%	+$163K	﹤0.01%	599
2023 Q3	$432K	Buy	+10,576	New	+$457K	﹤0.01%	652
2023 Q1	–	Sell	-21,733	Closed	-$897K	–	827
2022 Q4	$897K	Buy	+21,733	New	+$962K	0.01%	605

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

AGF Management's WFC Position: Q1 2026 in Review

AGF Management reduced its Wells Fargo (WFC) stake by 61% in Q1 2026, selling an estimated $1.31M and leaving 9,793 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

AGF Management first reported a position in WFC in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.34M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

AGF Management held 9,793 shares of Wells Fargo worth $780K as of Q1 2026.
AGF Management sold 15,306 Wells Fargo shares in Q1 2026, an estimated $1.31M.
Wells Fargo made up ﹤0.01% of AGF Management's portfolio in Q1 2026, its #572 holding.
AGF Management first reported a position in Wells Fargo in Q4 2022 and has held it in 10 quarters since.
AGF Management's Wells Fargo position peaked at $2.34M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.