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Battery Global Advisors’s Wells Fargo WFC Stock Holding History

Battery Global Advisors’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 		$79.6K Sell
1,000
-148
-13% -$12.7K 0.04% 66
2025
Q4 		$107K Buy
1,148
+148
+15% +$12.8K 0.05% 57
2025
Q3 		$83.8K Hold
1,000
– – 0.04% 60
2025
Q2 		$80.1K Hold
1,000
– – 0.04% 58
2025
Q1 		$71.8K Hold
1,000
– – 0.04% 61
2024
Q4 		$70.2K Hold
1,000
– – 0.04% 61
2024
Q3 		$56.5K Buy
+1,000
New +$56.6K 0.03% 65

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Battery Global Advisors's WFC Position: Q1 2026 in Review

Battery Global Advisors reduced its Wells Fargo (WFC) stake by 13% in Q1 2026, selling an estimated $12.7K and leaving 1,000 shares worth $79.6K. The position accounts for 0.04% of the portfolio, ranked #66.

Battery Global Advisors first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $107K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Battery Global Advisors held 1,000 shares of Wells Fargo worth $79.6K as of Q1 2026.
  • Battery Global Advisors sold 148 Wells Fargo shares in Q1 2026, an estimated $12.7K.
  • Wells Fargo made up 0.04% of Battery Global Advisors's portfolio in Q1 2026, its #66 holding.
  • Battery Global Advisors first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's Wells Fargo position peaked at $107K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.