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Boreal Capital Management’s Wells Fargo WFC Stock Holding History

Boreal 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
Q1 		$29K Hold
364
– – 0.02% 225
2025
Q4 		$33.9K Hold
364
– – 0.03% 228
2025
Q3 		$30.5K Buy
364
+174
+92% +$14.1K 0.02% 244
2025
Q2 		$15.2K Buy
+190
New +$13.7K 0.01% 302

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

Boreal Capital Management's WFC Position: Q1 2026 in Review

Boreal Capital Management held its Wells Fargo (WFC) position steady in Q1 2026 at 364 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #225.

Boreal Capital Management first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.9K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Boreal Capital Management held 364 shares of Wells Fargo worth $29K as of Q1 2026.
  • Boreal Capital Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.02% of Boreal Capital Management's portfolio in Q1 2026, its #225 holding.
  • Boreal Capital Management first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Wells Fargo position peaked at $33.9K in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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