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Focused Alpha LLC’s Wells Fargo WFC Stock Holding History

Focused Alpha 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 		$224K Sell
2,812
-26,783
-90% -$2.3M 0.07% 242
2025
Q4 		$2.76M Buy
+29,595
New +$2.57M 0.81% 30

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focused Alpha LLC's WFC Position: Q1 2026 in Review

Focused Alpha LLC reduced its Wells Fargo (WFC) stake by 90% in Q1 2026, selling an estimated $2.3M and leaving 2,812 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #242.

Focused Alpha LLC first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.76M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Focused Alpha LLC held 2,812 shares of Wells Fargo worth $224K as of Q1 2026.
  • Focused Alpha LLC sold 26,783 Wells Fargo shares in Q1 2026, an estimated $2.3M.
  • Wells Fargo made up 0.07% of Focused Alpha LLC's portfolio in Q1 2026, its #242 holding.
  • Focused Alpha LLC first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Focused Alpha LLC's Wells Fargo position peaked at $2.76M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Focused Alpha LLC's 13F filing for Q1 2026, filed 12 May 2026.