Eldred Rock Partners’s Wells Fargo WFC Stock Holding History

Eldred Rock 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	$11.3M	Buy	136,226 +8,358	+7%	+$672K	2.42%	23
2026 Q1	$10.2M	Buy	127,868 +1,466	+1%	+$126K	2.59%	26
2025 Q4	$11.8M	Sell	126,402 -15,780	-11%	-$1.37M	3.06%	17
2025 Q3	$11.9M	Buy	142,182 +15,167	+12%	+$1.23M	2.97%	16
2025 Q2	$10.2M	Sell	127,015 -6,599	-5%	-$476K	3.09%	17
2025 Q1	$9.54M	Sell	133,614 -18,305	-12%	-$1.37M	2.91%	21
2024 Q4	$10.7M	Buy	151,919 +478	+0.3%	+$32.6K	3.67%	12
2024 Q3	$8.55M	Buy	151,441 +5,806	+4%	+$328K	2.86%	21
2024 Q2	$8.65M	Buy	+145,635	New	+$8.6M	3.61%	16

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eldred Rock Partners's WFC Position: Q2 2026 in Review

Eldred Rock Partners increased its Wells Fargo (WFC) stake by 6.5% in Q2 2026, buying an estimated $672K and bringing the position to 136,226 shares worth $11.3M. The position accounts for 2.42% of the portfolio, ranked #23.

Eldred Rock Partners first reported a position in WFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.9M in Q3 2025. 2,852 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Eldred Rock Partners held 136,226 shares of Wells Fargo worth $11.3M as of Q2 2026.
Eldred Rock Partners bought 8,358 Wells Fargo shares in Q2 2026, an estimated $672K.
Wells Fargo made up 2.42% of Eldred Rock Partners's portfolio in Q2 2026, its #23 holding.
Eldred Rock Partners first reported a position in Wells Fargo in Q2 2024 and has held it in 9 quarters since.
Eldred Rock Partners's Wells Fargo position peaked at $11.9M in Q3 2025.
2,852 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Eldred Rock Partners's 13F filing for Q2 2026, filed 8 Jul 2026.