AlphaCore Capital’s Wells Fargo WFC Stock Holding History

AlphaCore Capital’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	$1.6M	Sell	20,083 -2,337	-10%	-$201K	0.04%	292
2025 Q4	$2.09M	Buy	22,420 +3,910	+21%	+$339K	0.05%	264
2025 Q3	$1.55M	Buy	18,510 +4,343	+31%	+$352K	0.05%	226
2025 Q2	$1.14M	Buy	14,167 +3,384	+31%	+$244K	0.04%	235
2025 Q1	$774K	Buy	10,783 +3,040	+39%	+$228K	0.07%	199
2024 Q4	$544K	Buy	7,743 +66	+0.9%	+$4.51K	0.12%	115
2024 Q3	$434K	Sell	7,677 -76	-1%	-$4.3K	0.1%	123
2024 Q2	$460K	Sell	7,753 -76	-1%	-$4.49K	0.11%	112
2024 Q1	$454K	Buy	7,829 +275	+4%	+$14.4K	0.12%	100
2023 Q4	$372K	Buy	7,554 +12	+0.2%	+$518	0.05%	174
2023 Q3	$308K	Sell	7,542 -386	-5%	-$16.7K	0.05%	181
2023 Q2	$338K	Buy	7,928 +2,128	+37%	+$85.7K	0.05%	163
2023 Q1	$217K	Buy	5,800 +740	+15%	+$32.3K	0.06%	125
2022 Q4	$209K	Sell	5,060 -4	-0.1%	-$177	0.08%	77
2022 Q3	$204K	Buy	5,064 +654	+15%	+$28.1K	0.09%	64
2022 Q2	$173K	Sell	4,410 -100	-2%	-$4.39K	0.08%	74
2022 Q1	$219K	Buy	+4,510	New	+$241K	0.09%	69
2020 Q4	–	Sell	-212	Closed	-$5K	–	61
2020 Q3	$5K	Hold	212	–	–	﹤0.01%	51
2020 Q2	$5K	Sell	212 -100	-32%	-$2.74K	0.01%	61
2020 Q1	$9K	Buy	+312	New	+$13.3K	0.01%	229

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

AlphaCore Capital's WFC Position: Q1 2026 in Review

AlphaCore Capital reduced its Wells Fargo (WFC) stake by 10% in Q1 2026, selling an estimated $201K and leaving 20,083 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #292.

AlphaCore Capital first reported a position in WFC in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.09M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

AlphaCore Capital held 20,083 shares of Wells Fargo worth $1.6M as of Q1 2026.
AlphaCore Capital sold 2,337 Wells Fargo shares in Q1 2026, an estimated $201K.
Wells Fargo made up 0.04% of AlphaCore Capital's portfolio in Q1 2026, its #292 holding.
AlphaCore Capital first reported a position in Wells Fargo in Q1 2020 and has held it in 20 quarters since.
AlphaCore Capital's Wells Fargo position peaked at $2.09M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.