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Easterly Investment Partners’s Wells Fargo WFC Stock Holding History

Easterly Investment Partners’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 		$5.45M Buy
+66,000
New +$5.3M 0.28% 79
2025
Q1 		– Sell
-30,873
Closed -$2.17M – 214
2024
Q4 		$2.17M Sell
30,873
-8,000
-21% -$546K 0.17% 112
2024
Q3 		$2.2M Sell
38,873
-4,710
-11% -$266K 0.18% 107
2024
Q2 		$2.59M Sell
43,583
-726
-2% -$42.9K 0.23% 97
2024
Q1 		$2.57M Sell
44,309
-1,915
-4% -$100K 0.2% 107
2023
Q4 		$2.28M Sell
46,224
-309
-0.7% -$13.3K 0.24% 93
2023
Q3 		$1.9M Sell
46,533
-27,957
-38% -$1.21M 0.21% 101
2023
Q2 		$3.18M Sell
74,490
-2,830
-4% -$114K 0.28% 90
2023
Q1 		$2.89M Sell
77,320
-35
-0% -$1.53K 0.25% 94
2022
Q4 		$3.19M Sell
77,355
-1,367
-2% -$60.5K 0.28% 85
2022
Q3 		$3.17M Sell
78,722
-272
-0.3% -$11.7K 0.3% 81
2022
Q2 		$3.09M Sell
78,994
-244,264
-76% -$10.7M 0.28% 89
2022
Q1 		$15.7M Buy
323,258
+47,880
+17% +$2.56M 1.19% 26
2021
Q4 		$13.2M Buy
275,378
+158,369
+135% +$7.8M 0.96% 47
2021
Q3 		$5.43M Buy
+117,009
New +$5.42M 0.37% 74

Other funds holding WFC

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Easterly Investment Partners's WFC Position: Q2 2026 in Review

Easterly Investment Partners opened a new position in Wells Fargo (WFC) in Q2 2026: 66,000 shares worth $5.45M. The stake represents 0.28% of the portfolio and ranks #79 among its holdings. This is a return to the name: Easterly Investment Partners previously reported a position in WFC as recently as Q4 2024.

Easterly Investment Partners first reported a position in WFC in Q3 2021 and has held it in 15 quarters since. The position peaked at $15.7M in Q1 2022. 1,169 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Easterly Investment Partners held 66,000 shares of Wells Fargo worth $5.45M as of Q2 2026.
  • Wells Fargo was a new Easterly Investment Partners position in Q2 2026.
  • Wells Fargo made up 0.28% of Easterly Investment Partners's portfolio in Q2 2026, its #79 holding.
  • Easterly Investment Partners first reported a position in Wells Fargo in Q3 2021 and has held it in 15 quarters since.
  • Easterly Investment Partners's Wells Fargo position peaked at $15.7M in Q1 2022.
  • 1,169 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.