Constitution Capital’s Wells Fargo WFC Stock Holding History

Constitution 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 Q3	$240K	Hold	3,000	–	–	0.11%	56
2026 Q2	$248K	Hold	3,000	–	–	0.13%	59
2026 Q1	$239K	Hold	3,000	–	–	0.12%	54
2025 Q4	$280K	Sell	3,000 -2,300	-43%	-$200K	0.13%	55
2025 Q3	$444K	Hold	5,300	–	–	0.21%	45
2025 Q2	$425K	Hold	5,300	–	–	0.22%	44
2025 Q1	$380K	Hold	5,300	–	–	0.21%	47
2024 Q4	$372K	Hold	5,300	–	–	0.21%	43
2024 Q3	$299K	Hold	5,300	–	–	0.16%	46
2024 Q2	$315K	Hold	5,300	–	–	0.17%	53
2024 Q1	$307K	Hold	5,300	–	–	0.17%	52
2023 Q4	$261K	Hold	5,300	–	–	0.16%	52
2023 Q3	$217K	Hold	5,300	–	–	0.15%	56
2023 Q2	$226K	Buy	+5,300	New	+$213K	0.13%	61
2023 Q1	–	Sell	-5,300	Closed	-$219K	–	70
2022 Q4	$219K	Hold	5,300	–	–	0.14%	63
2022 Q3	$213K	Hold	5,300	–	–	0.14%	56
2022 Q2	$208K	Hold	5,300	–	–	0.13%	58
2022 Q1	$257K	Hold	5,300	–	–	0.14%	55
2021 Q4	$254K	Hold	5,300	–	–	0.14%	54
2021 Q3	$246K	Hold	5,300	–	–	0.15%	55
2021 Q2	$240K	Hold	5,300	–	–	0.15%	56
2021 Q1	$207K	Buy	+5,300	New	+$188K	0.14%	62

Other funds holding WFC

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Constitution Capital's WFC Position: Q3 2026 in Review

Constitution Capital held its Wells Fargo (WFC) position steady in Q3 2026 at 3,000 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #56.

Constitution Capital first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $444K in Q3 2025. 1,421 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Constitution Capital held 3,000 shares of Wells Fargo worth $240K as of Q3 2026.
Constitution Capital left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.11% of Constitution Capital's portfolio in Q3 2026, its #56 holding.
Constitution Capital first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
Constitution Capital's Wells Fargo position peaked at $444K in Q3 2025.
1,421 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Constitution Capital's 13F filing for Q3 2026, filed 23 Oct 2026.