Altshuler Shaham’s Wells Fargo WFC Stock Holding History

Altshuler Shaham’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	$135M	Buy	+1,630,000	New	+$131M	1.68%	18
2025 Q4	–	Sell	-1,723,180	Closed	-$144M	–	471
2025 Q3	$144M	Buy	1,723,180 +180	+0%	+$14.6K	2.39%	15
2025 Q2	$138M	Buy	+1,723,000	New	+$124M	4.38%	9
2023 Q4	–	Sell	-3,276,652	Closed	-$134M	–	320
2023 Q3	$134M	Buy	3,276,652 +67,907	+2%	+$2.93M	3.63%	10
2023 Q2	$137M	Sell	3,208,745 -4,314,388	-57%	-$174M	2.41%	14
2023 Q1	$281M	Buy	7,523,133 +1,312,990	+21%	+$57.2M	6.15%	8
2022 Q4	$256M	Buy	6,210,143 +4,148,680	+201%	+$184M	10.26%	5
2022 Q3	$83.5M	Sell	2,061,463 -8,500,684	-80%	-$365M	2.05%	11
2022 Q2	$414M	Buy	10,562,147 +10,487,147	+13,983%	+$460M	6.19%	5
2022 Q1	$3.63M	Sell	75,000 -4,881,089	-98%	-$261M	0.03%	94
2021 Q4	$238M	Sell	4,956,089 -601,325	-11%	-$29.6M	2.03%	11
2021 Q3	$309M	Buy	5,557,414 +5,556,662	+738,918%	+$257M	2.26%	19
2021 Q2	$34K	Buy	+752	New	+$33.6K	﹤0.01%	511
2020 Q2	–	Sell	-6	Closed	–	–	587
2020 Q1	$0	Hold	6	–	–	﹤0.01%	627
2019 Q4	$0	Hold	6	–	–	﹤0.01%	635
2019 Q3	$0	Buy	+6	New	+$283	﹤0.01%	573

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altshuler Shaham's WFC Position: Q2 2026 in Review

Altshuler Shaham opened a new position in Wells Fargo (WFC) in Q2 2026: 1,630,000 shares worth $135M. The stake represents 1.68% of the portfolio and ranks #18 among its holdings. This is a return to the name: Altshuler Shaham previously reported a position in WFC as recently as Q3 2025.

Altshuler Shaham first reported a position in WFC in Q3 2019 and has held it in 16 quarters since. The position peaked at $414M in Q2 2022. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Altshuler Shaham held 1,630,000 shares of Wells Fargo worth $135M as of Q2 2026.
Wells Fargo was a new Altshuler Shaham position in Q2 2026.
Wells Fargo made up 1.68% of Altshuler Shaham's portfolio in Q2 2026, its #18 holding.
Altshuler Shaham first reported a position in Wells Fargo in Q3 2019 and has held it in 16 quarters since.
Altshuler Shaham's Wells Fargo position peaked at $414M in Q2 2022.
2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.