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 Q2	$3.32M	Buy	40,206 +20,123	+100%	+$1.62M	0.06%	236
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 $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

AlphaCore Capital's WFC Position: Q2 2026 in Review

AlphaCore Capital increased its Wells Fargo (WFC) stake by 100% in Q2 2026, buying an estimated $1.62M and bringing the position to 40,206 shares worth $3.32M. The position accounts for 0.06% of the portfolio, ranked #236.

AlphaCore Capital first reported a position in WFC in Q1 2020 and has held it in 21 quarters since. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

AlphaCore Capital held 40,206 shares of Wells Fargo worth $3.32M as of Q2 2026.
AlphaCore Capital bought 20,123 Wells Fargo shares in Q2 2026, an estimated $1.62M.
Wells Fargo made up 0.06% of AlphaCore Capital's portfolio in Q2 2026, its #236 holding.
AlphaCore Capital first reported a position in Wells Fargo in Q1 2020 and has held it in 21 quarters since.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.