Elm Partners Management’s Wells Fargo WFC Stock Holding History

Elm Partners 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	–	Sell	-2,707	Closed	-$216K	–	171
2026 Q1	$216K	Buy	+2,707	New	+$233K	0.01%	156

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 $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

Elm Partners Management's WFC Position: Q2 2026 in Review

Elm Partners Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 2,707 shares — an estimated $216K sold.

Elm Partners Management first reported a position in WFC in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 2,895 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Elm Partners Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Elm Partners Management sold 2,707 Wells Fargo shares in Q2 2026, an estimated $216K.
Elm Partners Management first reported a position in Wells Fargo in Q1 2026 and held it in 1 quarter.
Elm Partners Management's Wells Fargo position peaked at $216K in Q1 2026.
2,895 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.