Annis Gardner Whiting Capital Advisors’s Wells Fargo WFC Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$2.35M	Buy	29,500 +792	+3%	+$68K	0.38%	42
2025 Q4	$2.68M	Buy	28,708 +371	+1%	+$32.2K	0.51%	27
2025 Q3	$2.38M	Buy	28,337 +14,285	+102%	+$1.16M	0.49%	32
2025 Q2	$1.13M	Buy	14,052 +248	+2%	+$17.9K	0.39%	52
2025 Q1	$991K	Sell	13,804 -23,025	-63%	-$1.73M	0.42%	52
2024 Q4	$2.59M	Sell	36,829 -1,245	-3%	-$85K	0.72%	18
2024 Q3	$2.15M	Buy	38,074 +2,433	+7%	+$138K	0.61%	23
2024 Q2	$2.12M	Buy	35,641 +12,268	+52%	+$724K	0.6%	20
2024 Q1	$1.35M	Buy	23,373 +3,084	+15%	+$161K	0.49%	30
2023 Q4	$999K	Buy	20,289 +2,174	+12%	+$93.8K	0.44%	35
2023 Q3	$740K	Buy	+18,115	New	+$782K	0.39%	44

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

Annis Gardner Whiting Capital Advisors's WFC Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Wells Fargo (WFC) stake by 2.8% in Q1 2026, buying an estimated $68K and bringing the position to 29,500 shares worth $2.35M. The position accounts for 0.38% of the portfolio, ranked #42.

Annis Gardner Whiting Capital Advisors first reported a position in WFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.68M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 29,500 shares of Wells Fargo worth $2.35M as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 792 Wells Fargo shares in Q1 2026, an estimated $68K.
Wells Fargo made up 0.38% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #42 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Wells Fargo in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Wells Fargo position peaked at $2.68M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.