Aspen Grove Capital’s Wells Fargo WFC Stock Holding History

Aspen Grove 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	$2.99M	Sell	37,594 -10	-0%	-$859	0.58%	34
2025 Q4	$3.5M	Sell	37,604 -71	-0.2%	-$6.16K	0.61%	31
2025 Q3	$3.16M	Sell	37,675 -774	-2%	-$62.8K	0.53%	32
2025 Q2	$3.08M	Buy	38,449 +1,242	+3%	+$89.5K	0.52%	31
2025 Q1	$2.67M	Sell	37,207 -147	-0.4%	-$11K	0.51%	35
2024 Q4	$2.62M	Sell	37,354 -185	-0.5%	-$12.6K	0.56%	34
2024 Q3	$2.12M	Sell	37,539 -1	-0%	-$57	0.47%	37
2024 Q2	$2.23M	Sell	37,540 -87	-0.2%	-$5.14K	0.52%	33
2024 Q1	$2.18M	Sell	37,627 -19,240	-34%	-$1.01M	0.62%	31
2023 Q4	$2.8M	Sell	56,867 -1,491	-3%	-$64.3K	0.85%	23
2023 Q3	$2.38M	Sell	58,358 -21,988	-27%	-$949K	0.89%	23
2023 Q2	$3.43M	Buy	80,346 +4,219	+6%	+$170K	1.11%	20
2023 Q1	$2.85M	Sell	76,127 -3,040	-4%	-$133K	1.24%	19
2022 Q4	$3.27M	Buy	+79,167	New	+$3.5M	1.51%	14

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

Aspen Grove Capital's WFC Position: Q1 2026 in Review

Aspen Grove Capital reduced its Wells Fargo (WFC) stake by 0.03% in Q1 2026, selling an estimated $859 and leaving 37,594 shares worth $2.99M. The position accounts for 0.58% of the portfolio, ranked #34.

Aspen Grove Capital first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.5M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Aspen Grove Capital held 37,594 shares of Wells Fargo worth $2.99M as of Q1 2026.
Aspen Grove Capital sold 10 Wells Fargo shares in Q1 2026, an estimated $859.
Wells Fargo made up 0.58% of Aspen Grove Capital's portfolio in Q1 2026, its #34 holding.
Aspen Grove Capital first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Aspen Grove Capital's Wells Fargo position peaked at $3.5M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.