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Allen Capital Group’s Wells Fargo WFC Stock Holding History

Allen Capital Group’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 		$540K Sell
6,789
-303
-4% -$26K 0.05% 191
2025
Q4 		$661K Sell
7,092
-1,254
-15% -$109K 0.06% 166
2025
Q3 		$700K Buy
8,346
+317
+4% +$25.7K 0.07% 157
2025
Q2 		$643K Sell
8,029
-405
-5% -$29.2K 0.07% 154
2025
Q1 		$605K Buy
8,434
+378
+5% +$28.4K 0.07% 141
2024
Q4 		$566K Buy
8,056
+792
+11% +$54.1K 0.07% 142
2024
Q3 		$410K Buy
7,264
+1,064
+17% +$60.2K 0.05% 163
2024
Q2 		$368K Buy
6,200
+133
+2% +$7.85K 0.05% 152
2024
Q1 		$352K Buy
6,067
+756
+14% +$39.6K 0.05% 149
2023
Q4 		$261K Buy
+5,311
New +$229K 0.04% 153
2022
Q4 		– Sell
-5,421
Closed -$218K – 176
2022
Q3 		$218K Hold
5,421
– – 0.05% 148
2022
Q2 		$212K Buy
5,421
+508
+10% +$22.3K 0.04% 150
2022
Q1 		$238K Buy
+4,913
New +$263K 0.05% 150
2020
Q1 		– Sell
-5,015
Closed -$270K – 144
2019
Q4 		$270K Buy
5,015
+121
+2% +$6.34K 0.07% 119
2019
Q3 		$236K Hold
4,894
– – 0.07% 117
2019
Q2 		$232K Sell
4,894
-400
-8% -$18.7K 0.07% 116
2019
Q1 		$256K Hold
5,294
– – 0.08% 107
2018
Q4 		$265K Buy
5,294
+1,195
+29% +$61.2K 0.09% 105
2018
Q3 		$215K Buy
+4,099
New +$234K 0.07% 119

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allen Capital Group's WFC Position: Q1 2026 in Review

Allen Capital Group reduced its Wells Fargo (WFC) stake by 4.3% in Q1 2026, selling an estimated $26K and leaving 6,789 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #191.

Allen Capital Group first reported a position in WFC in Q3 2018 and has held it in 19 quarters since. The position peaked at $700K in Q3 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Allen Capital Group held 6,789 shares of Wells Fargo worth $540K as of Q1 2026.
  • Allen Capital Group sold 303 Wells Fargo shares in Q1 2026, an estimated $26K.
  • Wells Fargo made up 0.05% of Allen Capital Group's portfolio in Q1 2026, its #191 holding.
  • Allen Capital Group first reported a position in Wells Fargo in Q3 2018 and has held it in 19 quarters since.
  • Allen Capital Group's Wells Fargo position peaked at $700K in Q3 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.