Aster Capital Management’s Wells Fargo WFC Stock Holding History

Aster 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 Q3	$753K	Buy	9,410 +8,118	+628%	+$702K	0.27%	111
2026 Q2	$107K	Sell	1,292 -8,398	-87%	-$675K	0.02%	488
2026 Q1	$696K	Buy	+9,690	New	+$832K	0.23%	105
2025 Q4	–	Sell	-32,470	Closed	-$2.72M	–	1457
2025 Q3	$2.72M	Buy	32,470 +16,350	+101%	+$1.33M	1.37%	6
2025 Q2	$1.29M	Buy	+16,120	New	+$1.16M	0.29%	80
2025 Q1	–	Sell	-20,787	Closed	-$1.46M	–	1702
2024 Q4	$1.46M	Sell	20,787 -50,558	-71%	-$3.45M	0.56%	33
2024 Q3	$4.03M	Buy	+71,345	New	+$4.03M	0.87%	26

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aster Capital Management's WFC Position: Q3 2026 in Review

Aster Capital Management increased its Wells Fargo (WFC) stake by 628% in Q3 2026, buying an estimated $702K and bringing the position to 9,410 shares worth $753K. The position accounts for 0.27% of the portfolio, ranked #111.

Aster Capital Management first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.03M in Q3 2024. 2,263 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Aster Capital Management held 9,410 shares of Wells Fargo worth $753K as of Q3 2026.
Aster Capital Management bought 8,118 Wells Fargo shares in Q3 2026, an estimated $702K.
Wells Fargo made up 0.27% of Aster Capital Management's portfolio in Q3 2026, its #111 holding.
Aster Capital Management first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
Aster Capital Management's Wells Fargo position peaked at $4.03M in Q3 2024.
2,263 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Aster Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.