Baker Avenue Asset Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-100,000
Closed -$13K 659
2025
Q2
$13K Buy
+100,000
New +$7.21M ﹤0.01% 496

Other funds holding WFC

Baker Avenue Asset Management's WFC Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Wells Fargo (WFC) stake by 14% in Q2 2026, buying an estimated $341K and bringing the position to 35,155 shares worth $2.91M. The position accounts for 0.06% of the portfolio, ranked #194.

Baker Avenue Asset Management first reported a position in WFC in Q3 2015 and has held it in 32 quarters since. The position peaked at $7.62M in Q2 2016. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Baker Avenue Asset Management held 35,155 shares of Wells Fargo worth $2.91M as of Q2 2026.
  • Baker Avenue Asset Management bought 4,249 Wells Fargo shares in Q2 2026, an estimated $341K.
  • Wells Fargo made up 0.06% of Baker Avenue Asset Management's portfolio in Q2 2026, its #194 holding.
  • Baker Avenue Asset Management first reported a position in Wells Fargo in Q3 2015 and has held it in 32 quarters since.
  • Baker Avenue Asset Management's Wells Fargo position peaked at $7.62M in Q2 2016.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.