COWA LLC’s Wells Fargo WFC Stock Holding History

COWA LLC’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	$565K	Sell	7,102 -70	-1%	-$6.01K	0.15%	100
2025 Q4	$668K	Buy	7,172 +29	+0.4%	+$2.52K	0.2%	82
2025 Q3	$599K	Sell	7,143 -480	-6%	-$38.9K	0.2%	83
2025 Q2	$611K	Buy	7,623 +823	+12%	+$59.3K	0.23%	74
2025 Q1	$488K	Hold	6,800	–	–	0.21%	85
2024 Q4	$478K	Hold	6,800	–	–	0.22%	82
2024 Q3	$384K	Sell	6,800 -500	-7%	-$28.3K	0.18%	91
2024 Q2	$434K	Sell	7,300 -100	-1%	-$5.9K	0.23%	80
2024 Q1	$429K	Hold	7,400	–	–	0.25%	81
2023 Q4	$364K	Hold	7,400	–	–	0.23%	78
2023 Q3	$302K	Hold	7,400	–	–	0.2%	82
2023 Q2	$316K	Hold	7,400	–	–	0.21%	84
2023 Q1	$277K	Hold	7,400	–	–	0.23%	88
2022 Q4	$306K	Buy	7,400 +600	+9%	+$26.6K	0.19%	95
2022 Q3	$273K	Sell	6,800 -2,500	-27%	-$107K	0.18%	92
2022 Q2	$364K	Hold	9,300	–	–	0.21%	90
2022 Q1	$451K	Hold	9,300	–	–	0.22%	81
2021 Q4	$446K	Sell	9,300 -264	-3%	-$13K	0.22%	74
2021 Q3	$444K	Sell	9,564 -300	-3%	-$13.9K	0.25%	73
2021 Q2	$448K	Sell	9,864 -2,700	-21%	-$121K	0.28%	64
2021 Q1	$508K	Buy	12,564 +564	+5%	+$20K	0.3%	61
2020 Q4	$408K	Buy	+12,000	New	+$311K	0.31%	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

COWA LLC's WFC Position: Q1 2026 in Review

COWA LLC reduced its Wells Fargo (WFC) stake by 0.98% in Q1 2026, selling an estimated $6.01K and leaving 7,102 shares worth $565K. The position accounts for 0.15% of the portfolio, ranked #100.

COWA LLC first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $668K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

COWA LLC held 7,102 shares of Wells Fargo worth $565K as of Q1 2026.
COWA LLC sold 70 Wells Fargo shares in Q1 2026, an estimated $6.01K.
Wells Fargo made up 0.15% of COWA LLC's portfolio in Q1 2026, its #100 holding.
COWA LLC first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
COWA LLC's Wells Fargo position peaked at $668K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.