Eagle Strategies
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Eagle Strategies’s Wells Fargo WFC Stock Holding History

Eagle Strategies’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 		– Sell
-2,466
Closed -$204K – 281
2026
Q2 		$204K Buy
+2,466
New +$198K 0.02% 270
2024
Q2 		– Sell
-9,293
Closed -$539K – 337
2024
Q1 		$539K Buy
+9,293
New +$486K 0.12% 153

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Eagle Strategies's WFC Position: Q3 2026 in Review

Eagle Strategies sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 2,466 shares — an estimated $204K sold.

Eagle Strategies first reported a position in WFC in Q1 2024 and held it in 2 quarters. The position peaked at $539K in Q1 2024. 1,776 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Eagle Strategies reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Eagle Strategies sold 2,466 Wells Fargo shares in Q3 2026, an estimated $204K.
  • Eagle Strategies first reported a position in Wells Fargo in Q1 2024 and held it in 2 quarters.
  • Eagle Strategies's Wells Fargo position peaked at $539K in Q1 2024.
  • 1,776 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.