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 Q2	$498K	Hold	6,030	–	–	0.21%	27
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 $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

Alethea Capital Management's WFC Position: Q2 2026 in Review

Alethea Capital Management held its Wells Fargo (WFC) position steady in Q2 2026 at 6,030 shares worth $498K. The position accounts for 0.21% of the portfolio, ranked #27.

Alethea Capital Management first reported a position in WFC in Q2 2018 and has held it in 5 quarters since. The position peaked at $1.54M in Q4 2018. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Alethea Capital Management held 6,030 shares of Wells Fargo worth $498K as of Q2 2026.
Alethea Capital Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.21% of Alethea Capital Management's portfolio in Q2 2026, its #27 holding.
Alethea Capital Management first reported a position in Wells Fargo in Q2 2018 and has held it in 5 quarters since.
Alethea Capital Management's Wells Fargo position peaked at $1.54M in Q4 2018.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Alethea Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.