Alpha Family Trust’s Wells Fargo WFC Stock Holding History

Alpha Family Trust’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	$575K	Hold	7,220	–	–	0.28%	59
2025 Q4	$673K	Hold	7,220	–	–	0.31%	57
2025 Q3	$605K	Hold	7,220	–	–	0.28%	66
2025 Q2	$578K	Hold	7,220	–	–	0.29%	66
2025 Q1	$518K	Hold	7,220	–	–	0.3%	64
2024 Q4	$507K	Hold	7,220	–	–	0.28%	55
2024 Q3	$408K	Hold	7,220	–	–	0.23%	77
2024 Q2	$429K	Hold	7,220	–	–	0.25%	66
2024 Q1	$418K	Hold	7,220	–	–	0.25%	68
2023 Q4	$355K	Hold	7,220	–	–	0.24%	79
2023 Q3	$295K	Hold	7,220	–	–	0.22%	85
2023 Q2	$308K	Sell	7,220 -1,145	-14%	-$46.1K	0.22%	77
2023 Q1	$313K	Sell	8,365 -820	-9%	-$35.7K	0.25%	78
2022 Q4	$379K	Buy	9,185 +2,000	+28%	+$88.5K	0.34%	58
2022 Q3	$289K	Buy	+7,185	New	+$309K	0.22%	32

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

Alpha Family Trust's WFC Position: Q1 2026 in Review

Alpha Family Trust held its Wells Fargo (WFC) position steady in Q1 2026 at 7,220 shares worth $575K. The position accounts for 0.28% of the portfolio, ranked #59.

Alpha Family Trust first reported a position in WFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $673K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Alpha Family Trust held 7,220 shares of Wells Fargo worth $575K as of Q1 2026.
Alpha Family Trust left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.28% of Alpha Family Trust's portfolio in Q1 2026, its #59 holding.
Alpha Family Trust first reported a position in Wells Fargo in Q3 2022 and has held it in 15 quarters since.
Alpha Family Trust's Wells Fargo position peaked at $673K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.