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 Q1	$8.9M	Buy	+13,400	New	+$1.15M	0.16%	51

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.