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
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 $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

Altshuler Shaham's WFC Position: Q4 2025 in Review

Altshuler Shaham sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 1,723,180 shares — an estimated $144M sold.

Altshuler Shaham first reported a position in WFC in Q3 2019 and held it in 15 quarters. The position peaked at $414M in Q2 2022. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Altshuler Shaham reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Altshuler Shaham sold 1,723,180 Wells Fargo shares in Q4 2025, an estimated $144M.
Altshuler Shaham first reported a position in Wells Fargo in Q3 2019 and held it in 15 quarters.
Altshuler Shaham's Wells Fargo position peaked at $414M in Q2 2022.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Altshuler Shaham's 13F filing for Q4 2025, filed 17 Feb 2026.