AlphaCore Capital
WFC icon

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
Q3 		$3.67M Buy
45,844
+5,638
+14% +$488K 0.06% 246
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

AlphaCore Capital's WFC Position: Q3 2026 in Review

AlphaCore Capital increased its Wells Fargo (WFC) stake by 14% in Q3 2026, buying an estimated $488K and bringing the position to 45,844 shares worth $3.67M. The position accounts for 0.06% of the portfolio, ranked #246.

AlphaCore Capital first reported a position in WFC in Q1 2020 and has held it in 22 quarters since. 1,870 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • AlphaCore Capital held 45,844 shares of Wells Fargo worth $3.67M as of Q3 2026.
  • AlphaCore Capital bought 5,638 Wells Fargo shares in Q3 2026, an estimated $488K.
  • Wells Fargo made up 0.06% of AlphaCore Capital's portfolio in Q3 2026, its #246 holding.
  • AlphaCore Capital first reported a position in Wells Fargo in Q1 2020 and has held it in 22 quarters since.
  • 1,870 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.