FPL
WFC icon

Fortress Private Ledger’s Wells Fargo WFC Stock Holding History

Fortress Private Ledger’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 		$265K Sell
3,331
-13,908
-81% -$1.19M 0.08% 198
2025
Q4 		$1.61M Buy
17,239
+3,561
+26% +$309K 0.53% 38
2025
Q3 		$1.15M Buy
13,678
+893
+7% +$72.4K 0.42% 53
2025
Q2 		$1.02M Buy
12,785
+4,003
+46% +$289K 0.47% 52
2025
Q1 		$630K Buy
8,782
+586
+7% +$44K 0.35% 62
2024
Q4 		$576K Buy
+8,196
New +$560K 0.35% 60

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

Fortress Private Ledger's WFC Position: Q1 2026 in Review

Fortress Private Ledger reduced its Wells Fargo (WFC) stake by 81% in Q1 2026, selling an estimated $1.19M and leaving 3,331 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #198.

Fortress Private Ledger first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Fortress Private Ledger held 3,331 shares of Wells Fargo worth $265K as of Q1 2026.
  • Fortress Private Ledger sold 13,908 Wells Fargo shares in Q1 2026, an estimated $1.19M.
  • Wells Fargo made up 0.08% of Fortress Private Ledger's portfolio in Q1 2026, its #198 holding.
  • Fortress Private Ledger first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Fortress Private Ledger's Wells Fargo position peaked at $1.61M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.