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 Q2	$5.09M	Buy	61,600 +38,807	+170%	+$3.12M	0.29%	91
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Catalyst Funds Management's WFC Position: Q2 2026 in Review

Catalyst Funds Management increased its Wells Fargo (WFC) stake by 170% in Q2 2026, buying an estimated $3.12M and bringing the position to 61,600 shares worth $5.09M. The position accounts for 0.29% of the portfolio, ranked #91.

Catalyst Funds Management first reported a position in WFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.84M in Q4 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Catalyst Funds Management held 61,600 shares of Wells Fargo worth $5.09M as of Q2 2026.
Catalyst Funds Management bought 38,807 Wells Fargo shares in Q2 2026, an estimated $3.12M.
Wells Fargo made up 0.29% of Catalyst Funds Management's portfolio in Q2 2026, its #91 holding.
Catalyst Funds Management first reported a position in Wells Fargo in Q1 2024 and has held it in 9 quarters since.
Catalyst Funds Management's Wells Fargo position peaked at $5.84M in Q4 2024.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.