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Firetrail Investments’s Wells Fargo WFC Stock Holding History

Firetrail Investments’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 		$3.57M Sell
43,465
-1,100
-2% -$88.4K 1.01% 30
2026
Q1 		$3.55M Buy
44,565
+2,152
+5% +$185K 1.21% 28
2025
Q4 		$3.97M Sell
42,413
-15,382
-27% -$1.34M 1.3% 28
2025
Q3 		$4.81M Buy
+57,795
New +$4.69M 1.2% 28

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Firetrail Investments's WFC Position: Q2 2026 in Review

Firetrail Investments reduced its Wells Fargo (WFC) stake by 2.5% in Q2 2026, selling an estimated $88.4K and leaving 43,465 shares worth $3.57M. The position accounts for 1.01% of the portfolio, ranked #30.

Firetrail Investments first reported a position in WFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.81M in Q3 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Firetrail Investments held 43,465 shares of Wells Fargo worth $3.57M as of Q2 2026.
  • Firetrail Investments sold 1,100 Wells Fargo shares in Q2 2026, an estimated $88.4K.
  • Wells Fargo made up 1.01% of Firetrail Investments's portfolio in Q2 2026, its #30 holding.
  • Firetrail Investments first reported a position in Wells Fargo in Q3 2025 and has held it in 4 quarters since.
  • Firetrail Investments's Wells Fargo position peaked at $4.81M in Q3 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Firetrail Investments's 13F filing for Q2 2026, filed 7 Aug 2026.