Catalyst Funds Management’s Wells Fargo WFC Stock Holding History

Catalyst Funds 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	$1.81M	Buy	22,793 +1,493	+7%	+$128K	0.31%	91
2025 Q4	$1.99M	Sell	21,300 -17,200	-45%	-$1.49M	0.46%	48
2025 Q3	$3.23M	Buy	+38,500	New	+$3.12M	0.49%	39
2025 Q2	–	Sell	-29,160	Closed	-$2.09M	–	718
2025 Q1	$2.09M	Sell	29,160 -53,940	-65%	-$4.05M	0.55%	49
2024 Q4	$5.84M	Buy	83,100 +42,000	+102%	+$2.87M	1.43%	11
2024 Q3	$2.32M	Sell	41,100 -34,400	-46%	-$1.95M	0.51%	27
2024 Q2	$4.48M	Buy	75,500 +50,000	+196%	+$2.95M	1.2%	13
2024 Q1	$1.48M	Buy	+25,500	New	+$1.33M	0.41%	64

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 Funds Management's WFC Position: Q1 2026 in Review

Catalyst Funds Management increased its Wells Fargo (WFC) stake by 7% in Q1 2026, buying an estimated $128K and bringing the position to 22,793 shares worth $1.81M. The position accounts for 0.31% of the portfolio, ranked #91.

Catalyst Funds Management first reported a position in WFC in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.84M in Q4 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Catalyst Funds Management held 22,793 shares of Wells Fargo worth $1.81M as of Q1 2026.
Catalyst Funds Management bought 1,493 Wells Fargo shares in Q1 2026, an estimated $128K.
Wells Fargo made up 0.31% of Catalyst Funds Management's portfolio in Q1 2026, its #91 holding.
Catalyst Funds Management first reported a position in Wells Fargo in Q1 2024 and has held it in 8 quarters since.
Catalyst Funds Management's Wells Fargo position peaked at $5.84M in Q4 2024.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.