Aljian Capital Management’s Wells Fargo WFC Stock Holding History

Aljian 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	$1.23M	Sell	15,408 -63	-0.4%	-$5.41K	0.25%	55
2025 Q4	$1.44M	Sell	15,471 -375	-2%	-$32.6K	0.29%	46
2025 Q3	$1.33M	Buy	15,846 +270	+2%	+$21.9K	0.27%	49
2025 Q2	$1.25M	Buy	15,576 +1,217	+8%	+$87.7K	0.27%	50
2025 Q1	$1.03M	Buy	14,359 +371	+3%	+$27.9K	0.25%	53
2024 Q4	$982K	Buy	13,988 +4,913	+54%	+$335K	0.21%	48
2024 Q3	$513K	Buy	+9,075	New	+$513K	0.12%	78

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

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

Aljian Capital Management reduced its Wells Fargo (WFC) stake by 0.41% in Q1 2026, selling an estimated $5.41K and leaving 15,408 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #55.

Aljian Capital Management first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Aljian Capital Management held 15,408 shares of Wells Fargo worth $1.23M as of Q1 2026.
Aljian Capital Management sold 63 Wells Fargo shares in Q1 2026, an estimated $5.41K.
Wells Fargo made up 0.25% of Aljian Capital Management's portfolio in Q1 2026, its #55 holding.
Aljian Capital Management first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
Aljian Capital Management's Wells Fargo position peaked at $1.44M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.