Blueshift Asset Management’s Wells Fargo WFC Stock Holding History

Blueshift Asset 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 Q1	$696K	Buy	+8,739	New	+$751K	0.21%	129
2025 Q2	–	Sell	-5,169	Closed	-$371K	–	620
2025 Q1	$371K	Buy	+5,169	New	+$388K	0.15%	220
2024 Q4	–	Sell	-3,756	Closed	-$212K	–	525
2024 Q3	$212K	Sell	3,756 -164	-4%	-$9.28K	0.05%	338
2024 Q2	$233K	Buy	+3,920	New	+$231K	0.08%	295
2023 Q2	–	Sell	-6,569	Closed	-$246K	–	487
2023 Q1	$246K	Buy	+6,569	New	+$286K	0.1%	264
2022 Q4	–	Sell	-8,251	Closed	-$332K	–	664
2022 Q3	$332K	Sell	8,251 -16,509	-67%	-$709K	0.07%	384
2022 Q2	$970K	Buy	24,760 +16,762	+210%	+$736K	0.16%	199
2022 Q1	$388K	Sell	7,998 -112,737	-93%	-$6.03M	0.04%	523
2021 Q4	$5.79M	Buy	+120,735	New	+$5.94M	0.51%	35
2021 Q3	–	Sell	-123,166	Closed	-$5.58M	–	1326
2021 Q2	$5.58M	Sell	123,166 -34,961	-22%	-$1.56M	0.31%	89
2021 Q1	$6.18M	Buy	158,127 +120,566	+321%	+$4.27M	0.63%	20
2020 Q4	$1.13M	Sell	37,561 -86,009	-70%	-$2.23M	0.13%	242
2020 Q3	$2.9M	Buy	123,570 +2,924	+2%	+$72.1K	0.4%	66
2020 Q2	$3.09M	Buy	+120,646	New	+$3.3M	0.5%	46
2020 Q1	–	Sell	-10,927	Closed	-$588K	–	712
2019 Q4	$588K	Sell	10,927 -48,953	-82%	-$2.56M	0.07%	407
2019 Q3	$3.02M	Buy	+59,880	New	+$2.82M	0.46%	45
2019 Q2	–	Sell	-57,544	Closed	-$2.78M	–	986
2019 Q1	$2.78M	Sell	57,544 -27,977	-33%	-$1.38M	0.39%	51
2018 Q4	$3.94M	Buy	+85,521	New	+$4.38M	0.73%	8

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

Blueshift Asset Management's WFC Position: Q1 2026 in Review

Blueshift Asset Management opened a new position in Wells Fargo (WFC) in Q1 2026: 8,739 shares worth $696K. The stake represents 0.21% of the portfolio and ranks #129 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in WFC as recently as Q1 2025.

Blueshift Asset Management first reported a position in WFC in Q4 2018 and has held it in 18 quarters since. The position peaked at $6.18M in Q1 2021. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Blueshift Asset Management held 8,739 shares of Wells Fargo worth $696K as of Q1 2026.
Wells Fargo was a new Blueshift Asset Management position in Q1 2026.
Wells Fargo made up 0.21% of Blueshift Asset Management's portfolio in Q1 2026, its #129 holding.
Blueshift Asset Management first reported a position in Wells Fargo in Q4 2018 and has held it in 18 quarters since.
Blueshift Asset Management's Wells Fargo position peaked at $6.18M in Q1 2021.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Blueshift Asset Management's 13F filing for Q1 2026, filed 14 May 2026.