Aquatic Capital Management’s Wells Fargo WFC Stock Holding History

Aquatic Capital Management’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	$9.61M	Buy	+120,744	New	+$10.4M	0.28%	92
2024 Q4	–	Sell	-536,767	Closed	-$30.3M	–	1647
2024 Q3	$30.3M	Sell	536,767 -109,833	-17%	-$6.21M	0.79%	21
2024 Q2	$38.4M	Buy	+646,600	New	+$38.2M	1.42%	8
2023 Q4	–	Sell	-185,900	Closed	-$7.6M	–	1667
2023 Q3	$7.6M	Buy	+185,900	New	+$8.03M	0.32%	84
2023 Q2	–	Sell	-177,000	Closed	-$6.62M	–	1779
2023 Q1	$6.62M	Buy	177,000 +121,700	+220%	+$5.3M	0.41%	62
2022 Q4	$2.28M	Buy	+55,300	New	+$2.45M	0.17%	145

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

Aquatic Capital Management's WFC Position: Q1 2026 in Review

Aquatic Capital Management opened a new position in Wells Fargo (WFC) in Q1 2026: 120,744 shares worth $9.61M. The stake represents 0.28% of the portfolio and ranks #92 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in WFC as recently as Q3 2024.

Aquatic Capital Management first reported a position in WFC in Q4 2022 and has held it in 6 quarters since. The position peaked at $38.4M in Q2 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Aquatic Capital Management held 120,744 shares of Wells Fargo worth $9.61M as of Q1 2026.
Wells Fargo was a new Aquatic Capital Management position in Q1 2026.
Wells Fargo made up 0.28% of Aquatic Capital Management's portfolio in Q1 2026, its #92 holding.
Aquatic Capital Management first reported a position in Wells Fargo in Q4 2022 and has held it in 6 quarters since.
Aquatic Capital Management's Wells Fargo position peaked at $38.4M in Q2 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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