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 Q2	$793K	Sell	9,593 -200	-2%	-$16.1K	﹤0.01%	590
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management's WFC Position: Q2 2026 in Review

AGF Management reduced its Wells Fargo (WFC) stake by 2% in Q2 2026, selling an estimated $16.1K and leaving 9,593 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

AGF Management first reported a position in WFC in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.34M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

AGF Management held 9,593 shares of Wells Fargo worth $793K as of Q2 2026.
AGF Management sold 200 Wells Fargo shares in Q2 2026, an estimated $16.1K.
Wells Fargo made up ﹤0.01% of AGF Management's portfolio in Q2 2026, its #590 holding.
AGF Management first reported a position in Wells Fargo in Q4 2022 and has held it in 11 quarters since.
AGF Management's Wells Fargo position peaked at $2.34M in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.