Algert Global’s Wells Fargo WFC Stock Holding History

Algert Global’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	$506K	Buy	6,359 +35	+0.6%	+$3.01K	0.01%	968
2025 Q4	$589K	Buy	6,324 +1,603	+34%	+$139K	0.01%	926
2025 Q3	$396K	Sell	4,721 -3,999	-46%	-$324K	0.01%	952
2025 Q2	$699K	Sell	8,720 -61,002	-87%	-$4.4M	0.01%	874
2025 Q1	$5M	Buy	69,722 +12,793	+22%	+$960K	0.12%	274
2024 Q4	$4M	Sell	56,929 -13,549	-19%	-$925K	0.09%	355
2024 Q3	$3.98M	Buy	+70,478	New	+$3.99M	0.11%	328
2023 Q2	–	Sell	-17,300	Closed	-$647K	–	1286
2023 Q1	$647K	Buy	+17,300	New	+$754K	0.03%	767
2021 Q2	–	Sell	-63,987	Closed	-$2.5M	–	542
2021 Q1	$2.5M	Sell	63,987 -34,998	-35%	-$1.24M	0.8%	9
2020 Q4	$2.99M	Buy	98,985 +6,297	+7%	+$163K	0.85%	9
2020 Q3	$2.18M	Buy	92,688 +39,994	+76%	+$986K	0.69%	29
2020 Q2	$1.35M	Buy	+52,694	New	+$1.44M	0.46%	66

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

Algert Global's WFC Position: Q1 2026 in Review

Algert Global increased its Wells Fargo (WFC) stake by 0.55% in Q1 2026, buying an estimated $3.01K and bringing the position to 6,359 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #968.

Algert Global first reported a position in WFC in Q2 2020 and has held it in 12 quarters since. The position peaked at $5M in Q1 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Algert Global held 6,359 shares of Wells Fargo worth $506K as of Q1 2026.
Algert Global bought 35 Wells Fargo shares in Q1 2026, an estimated $3.01K.
Wells Fargo made up 0.01% of Algert Global's portfolio in Q1 2026, its #968 holding.
Algert Global first reported a position in Wells Fargo in Q2 2020 and has held it in 12 quarters since.
Algert Global's Wells Fargo position peaked at $5M in Q1 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.