Broadwater Capital’s Wells Fargo WFC Stock Holding History

Broadwater Capital’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 Q2	$11K	Hold	133	–	–	0.01%	156
2026 Q1	$12.4K	Hold	133	–	–	0.01%	153
2025 Q4	$12.4K	Hold	133	–	–	0.01%	153
2025 Q3	$11.1K	Sell	133 -10,523	-99%	-$853K	0.01%	161
2025 Q2	$10.7M	Buy	10,656 +10,523	+7,912%	+$759K	0.01%	163
2025 Q1	$9.55K	Hold	133	–	–	0.01%	160
2024 Q4	$9.34K	Hold	133	–	–	0.01%	174
2024 Q3	$7.51K	Hold	133	–	–	0.01%	184
2024 Q2	$7.9K	Hold	133	–	–	0.01%	181
2024 Q1	$7.71K	Hold	133	–	–	0.01%	182
2023 Q4	$6.55K	Buy	+133	New	+$5.74K	0.01%	181

Other funds holding WFC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Broadwater Capital's WFC Position: Q2 2026 in Review

Broadwater Capital held its Wells Fargo (WFC) position steady in Q2 2026 at 133 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #156.

Broadwater Capital first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q2 2025. 1,622 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Broadwater Capital held 133 shares of Wells Fargo worth $11K as of Q2 2026.
Broadwater Capital left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.01% of Broadwater Capital's portfolio in Q2 2026, its #156 holding.
Broadwater Capital first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Wells Fargo position peaked at $10.7M in Q2 2025.
1,622 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.