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Bramshill Investments’s Wells Fargo WFC Stock Holding History

Bramshill Investments’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 		– Sell
-4,000
Closed -$373K – 190
2025
Q4 		$373K Buy
+4,000
New +$347K 0.02% 135
2018
Q4 		– Sell
-10,984
Closed -$577K – 226
2018
Q3 		$577K Buy
10,984
+389
+4% +$22.2K 0.15% 90
2018
Q2 		$587K Buy
+10,595
New +$568K 0.23% 79

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

Bramshill Investments's WFC Position: Q1 2026 in Review

Bramshill Investments sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 4,000 shares — an estimated $373K sold.

Bramshill Investments first reported a position in WFC in Q2 2018 and held it in 3 quarters. The position peaked at $587K in Q2 2018. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Bramshill Investments reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Bramshill Investments sold 4,000 Wells Fargo shares in Q1 2026, an estimated $373K.
  • Bramshill Investments first reported a position in Wells Fargo in Q2 2018 and held it in 3 quarters.
  • Bramshill Investments's Wells Fargo position peaked at $587K in Q2 2018.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.