Essex LLC’s Wells Fargo WFC Stock Holding History

Essex LLC’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 Q1	–	Sell	-2,486	Closed	-$232K	–	186
2025 Q4	$232K	Buy	+2,486	New	+$216K	0.04%	166

Other funds holding WFC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex LLC's WFC Position: Q1 2026 in Review

Essex LLC sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,486 shares — an estimated $232K sold.

Essex LLC first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 2,807 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Essex LLC reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Essex LLC sold 2,486 Wells Fargo shares in Q1 2026, an estimated $232K.
Essex LLC first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
Essex LLC's Wells Fargo position peaked at $232K in Q4 2025.
2,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Essex LLC's 13F filing for Q1 2026, filed 24 Apr 2026.