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Annandale Capital’s Wells Fargo WFC Stock Holding History

Annandale Capital’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 		– Sell
-17,164
Closed -$1.6M – 135
2025
Q4 		$1.6M Sell
17,164
-890
-5% -$77.3K 0.19% 71
2025
Q3 		$15.1M Sell
18,054
-389
-2% -$31.5K 0.26% 68
2025
Q2 		$1.48M Buy
18,443
+7
+0% +$505 0.11% 68
2025
Q1 		$1.32M Sell
18,436
-79
-0.4% -$5.93K 0.08% 78
2024
Q4 		$1.3M Buy
18,515
+7
+0% +$478 0.21% 72
2024
Q3 		$1.05M Sell
18,508
-634
-3% -$35.9K 0.15% 78
2024
Q2 		$1.14M Buy
19,142
+234
+1% +$13.8K 0.19% 71
2024
Q1 		$1.1M Buy
18,908
+7
+0% +$366 0.2% 74
2023
Q4 		$930K Sell
18,901
-124
-0.7% -$5.35K 0.18% 80
2023
Q3 		$777K Sell
19,025
-68
-0.4% -$2.94K 0.19% 72
2023
Q2 		$815K Buy
19,093
+87
+0.5% +$3.5K 0.24% 69
2023
Q1 		$710K Buy
19,006
+8
+0% +$349 0.22% 73
2022
Q4 		$784K Buy
18,998
+7
+0% +$310 0.26% 66
2022
Q3 		$764K Buy
18,991
+8,186
+76% +$352K 0.28% 67
2022
Q2 		$423K Buy
10,805
+7
+0.1% +$307 0.17% 92
2022
Q1 		$523K Buy
10,798
+6
+0.1% +$321 0.21% 75
2021
Q4 		$518K Buy
10,792
+4
+0% +$197 0.23% 71
2021
Q3 		$501K Buy
10,788
+6
+0.1% +$278 0.3% 56
2021
Q2 		$488K Buy
10,782
+2
+0% +$89 0.29% 57
2021
Q1 		$421K Sell
10,780
-28
-0.3% -$991 0.3% 44
2020
Q4 		$326K Buy
+10,808
New +$280K 0.27% 41

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Annandale Capital's WFC Position: Q1 2026 in Review

Annandale Capital sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 17,164 shares — an estimated $1.6M sold.

Annandale Capital first reported a position in WFC in Q4 2020 and held it in 21 quarters. The position peaked at $15.1M in Q3 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Annandale Capital reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Annandale Capital sold 17,164 Wells Fargo shares in Q1 2026, an estimated $1.6M.
  • Annandale Capital first reported a position in Wells Fargo in Q4 2020 and held it in 21 quarters.
  • Annandale Capital's Wells Fargo position peaked at $15.1M in Q3 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Annandale Capital's 13F filing for Q1 2026, filed 15 May 2026.