Caldwell Sutter Capital’s Wells Fargo WFC Stock Holding History

Caldwell Sutter 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 Q1	$362K	Sell	4,547 -149	-3%	-$12.8K	0.15%	149
2025 Q4	$438K	Sell	4,696 -224	-5%	-$19.4K	0.19%	131
2025 Q3	$412K	Buy	4,920 +551	+13%	+$44.7K	0.18%	135
2025 Q2	$350K	Sell	4,369 -148	-3%	-$10.7K	0.16%	141
2025 Q1	$324K	Sell	4,517 -138	-3%	-$10.4K	0.15%	148
2024 Q4	$327K	Buy	4,655 +1	+0%	+$68	0.15%	146
2024 Q3	$263K	Sell	4,654 -29	-0.6%	-$1.64K	0.12%	167
2024 Q2	$278K	Sell	4,683 -394	-8%	-$23.3K	0.14%	155
2024 Q1	$294K	Sell	5,077 -173	-3%	-$9.05K	0.14%	153
2023 Q4	$258K	Buy	5,250 +124	+2%	+$5.35K	0.13%	154
2023 Q3	$209K	Buy	5,126 +92	+2%	+$3.97K	0.12%	166
2023 Q2	$215K	Buy	5,034 +2,223	+79%	+$89.5K	0.11%	168
2023 Q1	$105K	Buy	+2,811	New	+$123K	0.08%	183

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

Caldwell Sutter Capital's WFC Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Wells Fargo (WFC) stake by 3.2% in Q1 2026, selling an estimated $12.8K and leaving 4,547 shares worth $362K. The position accounts for 0.15% of the portfolio, ranked #149.

Caldwell Sutter Capital first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $438K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Caldwell Sutter Capital held 4,547 shares of Wells Fargo worth $362K as of Q1 2026.
Caldwell Sutter Capital sold 149 Wells Fargo shares in Q1 2026, an estimated $12.8K.
Wells Fargo made up 0.15% of Caldwell Sutter Capital's portfolio in Q1 2026, its #149 holding.
Caldwell Sutter Capital first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Wells Fargo position peaked at $438K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.