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 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 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

AlTi Global's WFC Position: Q1 2026 in Review

AlTi Global increased its Wells Fargo (WFC) stake by 16% in Q1 2026, buying an estimated $136K and bringing the position to 11,382 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #248.

AlTi Global first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

AlTi Global held 11,382 shares of Wells Fargo worth $906K as of Q1 2026.
AlTi Global bought 1,587 Wells Fargo shares in Q1 2026, an estimated $136K.
Wells Fargo made up 0.02% of AlTi Global's portfolio in Q1 2026, its #248 holding.
AlTi Global first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
AlTi Global's Wells Fargo position peaked at $1.17M in Q2 2024.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.