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AlTi Global’s Wells Fargo WFC Stock Holding History

AlTi Global’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 		$901K Sell
10,906
-476
-4% -$38.3K 0.02% 283
2026
Q1 		$906K Buy
11,382
+1,587
+16% +$136K 0.02% 248
2025
Q4 		$913K Sell
9,795
-168
-2% -$14.6K 0.02% 244
2025
Q3 		$835K Buy
9,963
+5,283
+113% +$428K 0.02% 264
2025
Q2 		$377K Sell
4,680
-752
-14% -$54.2K 0.01% 332
2025
Q1 		$390K Buy
5,432
+172
+3% +$12.9K 0.01% 300
2024
Q4 		$372K Sell
5,260
-2,980
-36% -$203K 0.01% 319
2024
Q3 		$465K Sell
8,240
-11,435
-58% -$647K 0.01% 283
2024
Q2 		$1.17M Buy
19,675
+799
+4% +$47.2K 0.03% 199
2024
Q1 		$1.09M Buy
18,876
+12,171
+182% +$637K 0.03% 189
2023
Q4 		$330K Buy
+6,705
New +$289K 0.01% 280

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 $3.38T AUM 44.17% 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

AlTi Global's WFC Position: Q2 2026 in Review

AlTi Global reduced its Wells Fargo (WFC) stake by 4.2% in Q2 2026, selling an estimated $38.3K and leaving 10,906 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #283.

AlTi Global first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q2 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • AlTi Global held 10,906 shares of Wells Fargo worth $901K as of Q2 2026.
  • AlTi Global sold 476 Wells Fargo shares in Q2 2026, an estimated $38.3K.
  • Wells Fargo made up 0.02% of AlTi Global's portfolio in Q2 2026, its #283 holding.
  • AlTi Global first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Wells Fargo position peaked at $1.17M in Q2 2024.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.