Alethea Capital Management’s Wells Fargo WFC Stock Holding History

Alethea Capital 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	$480K	Buy	+6,030	New	+$518K	0.25%	8
2023 Q2	–	Sell	-15,620	Closed	-$584K	–	72
2023 Q1	$584K	Buy	+15,620	New	+$681K	0.62%	19
2019 Q1	–	Sell	-33,385	Closed	-$1.54M	–	95
2018 Q4	$1.54M	Buy	+33,385	New	+$1.71M	2.24%	10
2018 Q3	–	Sell	-9,783	Closed	-$542K	–	95
2018 Q2	$542K	Buy	+9,783	New	+$524K	0.93%	26

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

Alethea Capital Management's WFC Position: Q1 2026 in Review

Alethea Capital Management opened a new position in Wells Fargo (WFC) in Q1 2026: 6,030 shares worth $480K. The stake represents 0.25% of the portfolio and ranks #8 among its holdings. This is a return to the name: Alethea Capital Management previously reported a position in WFC as recently as Q1 2023.

Alethea Capital Management first reported a position in WFC in Q2 2018 and has held it in 4 quarters since. The position peaked at $1.54M in Q4 2018. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Alethea Capital Management held 6,030 shares of Wells Fargo worth $480K as of Q1 2026.
Wells Fargo was a new Alethea Capital Management position in Q1 2026.
Wells Fargo made up 0.25% of Alethea Capital Management's portfolio in Q1 2026, its #8 holding.
Alethea Capital Management first reported a position in Wells Fargo in Q2 2018 and has held it in 4 quarters since.
Alethea Capital Management's Wells Fargo position peaked at $1.54M in Q4 2018.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Alethea Capital Management's 13F filing for Q1 2026, filed 13 May 2026.