Catalyst Capital Advisors’s Wells Fargo WFC Stock Holding History

Catalyst Capital Advisors’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	-2,021	Closed	-$188K	–	416
2025 Q4	$188K	Sell	2,021 -1,020	-34%	-$88.6K	﹤0.01%	231
2025 Q3	$255K	Sell	3,041 -132	-4%	-$10.7K	0.01%	212
2025 Q2	$254K	Buy	3,173 +1,067	+51%	+$76.9K	0.01%	226
2025 Q1	$151K	Buy	2,106 +655	+45%	+$49.2K	﹤0.01%	259
2024 Q4	$102K	Sell	1,451 -1,373	-49%	-$93.7K	﹤0.01%	293
2024 Q3	$160K	Buy	+2,824	New	+$160K	﹤0.01%	247
2022 Q4	–	Sell	-4,615	Closed	-$186K	–	348
2022 Q3	$186K	Hold	4,615	–	–	0.01%	192
2022 Q2	$181K	Hold	4,615	–	–	0.01%	223
2022 Q1	$224K	Hold	4,615	–	–	0.01%	233
2021 Q4	$221K	Hold	4,615	–	–	0.01%	218
2021 Q3	$214K	Hold	4,615	–	–	0.01%	230
2021 Q2	$209K	Buy	+4,615	New	+$206K	0.01%	243
2018 Q2	–	Sell	-7,400	Closed	-$388K	–	565
2018 Q1	$388K	Buy	+7,400	New	+$440K	0.01%	222
2015 Q4	–	Sell	-265	Closed	-$14K	–	647
2015 Q3	$14K	Buy	265 +75	+39%	+$4.12K	﹤0.01%	462
2015 Q2	$11K	Buy	+190	New	+$10.6K	﹤0.01%	412
2014 Q4	–	Sell	-5,000	Closed	-$259K	–	561
2014 Q3	$259K	Buy	+5,000	New	+$257K	0.03%	271
2014 Q2	–	Sell	-11,385	Closed	-$566K	–	425
2014 Q1	$566K	Buy	+11,385	New	+$530K	0.13%	211

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

Catalyst Capital Advisors's WFC Position: Q1 2026 in Review

Catalyst Capital Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,021 shares — an estimated $188K sold.

Catalyst Capital Advisors first reported a position in WFC in Q1 2014 and held it in 17 quarters. The position peaked at $566K in Q1 2014. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Catalyst Capital Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Catalyst Capital Advisors sold 2,021 Wells Fargo shares in Q1 2026, an estimated $188K.
Catalyst Capital Advisors first reported a position in Wells Fargo in Q1 2014 and held it in 17 quarters.
Catalyst Capital Advisors's Wells Fargo position peaked at $566K in Q1 2014.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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