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Ategra Capital Management’s Wells Fargo WFC Stock Holding History

Ategra 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
Q2 		$11.9M Hold
144,410
– – 5.37% 6
2026
Q1 		$11.5M Buy
144,410
+138,410
+2,307% +$11.9M 5.71% 7
2025
Q4 		$559K Buy
+6,000
New +$521K 0.27% 27
2025
Q1 		– Sell
-153,825
Closed -$11.5M – 25
2024
Q4 		$10.8M Sell
153,825
-42,900
-22% -$2.93M 7.15% 8
2024
Q3 		$11.1M Buy
196,725
+79,768
+68% +$4.51M 7.89% 5
2024
Q2 		$6.95M Sell
116,957
-100,256
-46% -$5.92M 5.82% 8
2024
Q1 		$12.6M Sell
217,213
-41,025
-16% -$2.15M 5.68% 4
2023
Q4 		$12.7M Sell
258,238
-8,816
-3% -$380K 5.59% 4
2023
Q3 		$10.9M Sell
267,054
-3,784
-1% -$163K 5.92% 2
2023
Q2 		$11.6M Sell
270,838
-3,287
-1% -$132K 6.21% 2
2023
Q1 		$10.2M Sell
274,125
-8,110
-3% -$353K 5.62% 3
2022
Q4 		$11.7M Sell
282,235
-12,077
-4% -$535K 5.89% 3
2022
Q3 		$11.8M Sell
294,312
-3,555
-1% -$153K 6.11% 3
2022
Q2 		$11.7M Sell
297,867
-1,777
-0.6% -$78K 5.96% 3
2022
Q1 		$14.5M Buy
299,644
+94,296
+46% +$5.05M 6.37% 2
2021
Q4 		$9.85M Sell
205,348
-2,002
-1% -$98.6K 4.28% 4
2021
Q3 		$9.62M Buy
207,350
+45,125
+28% +$2.09M 4.59% 4
2021
Q2 		$7.35M Buy
162,225
+61,791
+62% +$2.76M 3.56% 7
2021
Q1 		$3.92M Buy
+100,434
New +$3.56M 2.17% 13
2020
Q3 		– Sell
-11,229
Closed -$287K – 90
2020
Q2 		$287K Sell
11,229
-66,346
-86% -$1.82M 0.27% 68
2020
Q1 		$2.23M Buy
77,575
+47,470
+158% +$2.02M 2.61% 10
2019
Q4 		$1.62M Buy
30,105
+20,091
+201% +$1.05M 1.36% 18
2019
Q3 		$505K Buy
10,014
+3,232
+48% +$152K 0.46% 46
2019
Q2 		$321K Sell
6,782
-481
-7% -$22.5K 0.3% 75
2019
Q1 		$351K Buy
+7,263
New +$357K 0.34% 64

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ategra Capital Management's WFC Position: Q2 2026 in Review

Ategra Capital Management held its Wells Fargo (WFC) position steady in Q2 2026 at 144,410 shares worth $11.9M. The position accounts for 5.37% of the portfolio, ranked #6.

Ategra Capital Management first reported a position in WFC in Q1 2019 and has held it in 25 quarters since. The position peaked at $14.5M in Q1 2022. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Ategra Capital Management held 144,410 shares of Wells Fargo worth $11.9M as of Q2 2026.
  • Ategra Capital Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 5.37% of Ategra Capital Management's portfolio in Q2 2026, its #6 holding.
  • Ategra Capital Management first reported a position in Wells Fargo in Q1 2019 and has held it in 25 quarters since.
  • Ategra Capital Management's Wells Fargo position peaked at $14.5M in Q1 2022.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ategra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.