Alta Advisers’s Wells Fargo WFC Stock Holding History

Alta Advisers’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	$988K	Hold	12,407	–	–	0.36%	40
2025 Q4	$1.16M	Sell	12,407 -4,800	-28%	-$417K	0.42%	33
2025 Q3	$1.44M	Hold	17,207	–	–	0.44%	32
2025 Q2	$1.38M	Hold	17,207	–	–	0.49%	32
2025 Q1	$1.24M	Buy	17,207 +6,200	+56%	+$465K	0.53%	32
2024 Q4	$773K	Buy	11,007 +1,107	+11%	+$75.6K	0.49%	33
2024 Q3	$559K	Hold	9,900	–	–	0.26%	42
2024 Q2	$588K	Hold	9,900	–	–	0.28%	38
2024 Q1	$574K	Hold	9,900	–	–	0.28%	39
2023 Q4	$487K	Hold	9,900	–	–	0.26%	44
2023 Q3	$405K	Hold	9,900	–	–	0.23%	47
2023 Q2	$423K	Hold	9,900	–	–	0.24%	46
2023 Q1	$370K	Hold	9,900	–	–	0.22%	53
2022 Q4	$409K	Hold	9,900	–	–	0.24%	46
2022 Q3	$398K	Buy	+9,900	New	+$425K	0.25%	42

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

Alta Advisers's WFC Position: Q1 2026 in Review

Alta Advisers held its Wells Fargo (WFC) position steady in Q1 2026 at 12,407 shares worth $988K. The position accounts for 0.36% of the portfolio, ranked #40.

Alta Advisers first reported a position in WFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Alta Advisers held 12,407 shares of Wells Fargo worth $988K as of Q1 2026.
Alta Advisers left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.36% of Alta Advisers's portfolio in Q1 2026, its #40 holding.
Alta Advisers first reported a position in Wells Fargo in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Wells Fargo position peaked at $1.44M in Q3 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.