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 Q2	$1.29M	Buy	15,576 +168	+1%	+$13.5K	0.24%	59
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 $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

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

Aljian Capital Management increased its Wells Fargo (WFC) stake by 1.1% in Q2 2026, buying an estimated $13.5K and bringing the position to 15,576 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #59.

Aljian Capital Management first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Aljian Capital Management held 15,576 shares of Wells Fargo worth $1.29M as of Q2 2026.
Aljian Capital Management bought 168 Wells Fargo shares in Q2 2026, an estimated $13.5K.
Wells Fargo made up 0.24% of Aljian Capital Management's portfolio in Q2 2026, its #59 holding.
Aljian Capital Management first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
Aljian Capital Management's Wells Fargo position peaked at $1.44M in Q4 2025.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.