ACG
WFC icon

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
Q2 		$572K Buy
6,926
+137
+2% +$11K 0.05% 195
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allen Capital Group's WFC Position: Q2 2026 in Review

Allen Capital Group increased its Wells Fargo (WFC) stake by 2% in Q2 2026, buying an estimated $11K and bringing the position to 6,926 shares worth $572K. The position accounts for 0.05% of the portfolio, ranked #195.

Allen Capital Group first reported a position in WFC in Q3 2018 and has held it in 20 quarters since. The position peaked at $700K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Allen Capital Group held 6,926 shares of Wells Fargo worth $572K as of Q2 2026.
  • Allen Capital Group bought 137 Wells Fargo shares in Q2 2026, an estimated $11K.
  • Wells Fargo made up 0.05% of Allen Capital Group's portfolio in Q2 2026, its #195 holding.
  • Allen Capital Group first reported a position in Wells Fargo in Q3 2018 and has held it in 20 quarters since.
  • Allen Capital Group's Wells Fargo position peaked at $700K in Q3 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.