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Alteri Wealth’s Wells Fargo WFC Stock Holding History

Alteri Wealth’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 		$1.15M Sell
13,951
-2,867
-17% -$230K 0.32% 77
2026
Q1 		$1.34M Buy
16,818
+449
+3% +$38.6K 0.43% 46
2025
Q4 		$1.53M Buy
16,369
+7
+0% +$608 0.49% 35
2025
Q3 		$1.37M Buy
16,362
+348
+2% +$28.2K 0.47% 42
2025
Q2 		$1.28M Buy
16,014
+3,575
+29% +$258K 0.5% 41
2025
Q1 		$893K Buy
12,439
+5,053
+68% +$379K 0.39% 63
2024
Q4 		$519K Buy
+7,386
New +$504K 0.14% 115

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alteri Wealth's WFC Position: Q2 2026 in Review

Alteri Wealth reduced its Wells Fargo (WFC) stake by 17% in Q2 2026, selling an estimated $230K and leaving 13,951 shares worth $1.15M. The position accounts for 0.32% of the portfolio, ranked #77.

Alteri Wealth first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2025. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Alteri Wealth held 13,951 shares of Wells Fargo worth $1.15M as of Q2 2026.
  • Alteri Wealth sold 2,867 Wells Fargo shares in Q2 2026, an estimated $230K.
  • Wells Fargo made up 0.32% of Alteri Wealth's portfolio in Q2 2026, its #77 holding.
  • Alteri Wealth first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Wells Fargo position peaked at $1.53M in Q4 2025.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.