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Dorato Capital Management’s Wells Fargo WFC Stock Holding History

Dorato Capital 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 		$618K Hold
7,085
– – 0.42% 54
2026
Q1 		$600K Hold
7,085
– – 0.44% 51
2025
Q4 		$632K Buy
+7,085
New +$615K 0.47% 47

Other funds holding WFC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Dorato Capital Management's WFC Position: Q2 2026 in Review

Dorato Capital Management held its Wells Fargo (WFC) position steady in Q2 2026 at 7,085 shares worth $618K. The position accounts for 0.42% of the portfolio, ranked #54.

Dorato Capital Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $632K in Q4 2025. 1,739 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Dorato Capital Management held 7,085 shares of Wells Fargo worth $618K as of Q2 2026.
  • Dorato Capital Management left its Wells Fargo share count unchanged in Q2 2026.
  • Wells Fargo made up 0.42% of Dorato Capital Management's portfolio in Q2 2026, its #54 holding.
  • Dorato Capital Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Wells Fargo position peaked at $632K in Q4 2025.
  • 1,739 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.