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 Q3	$130M	Hold	1,630,000	–	–	1.85%	14
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	$3.64M	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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Altshuler Shaham's WFC Position: Q3 2026 in Review

Altshuler Shaham held its Wells Fargo (WFC) position steady in Q3 2026 at 1,630,000 shares worth $130M. The position accounts for 1.85% of the portfolio, ranked #14.

Altshuler Shaham first reported a position in WFC in Q3 2019 and has held it in 17 quarters since. The position peaked at $414M in Q2 2022. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Altshuler Shaham held 1,630,000 shares of Wells Fargo worth $130M as of Q3 2026.
Altshuler Shaham left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 1.85% of Altshuler Shaham's portfolio in Q3 2026, its #14 holding.
Altshuler Shaham first reported a position in Wells Fargo in Q3 2019 and has held it in 17 quarters since.
Altshuler Shaham's Wells Fargo position peaked at $414M in Q2 2022.
2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Altshuler Shaham's 13F filing for Q3 2026, filed 12 Nov 2026.