FCH
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Freestone Capital Holdings’s Wells Fargo WFC Stock Holding History

Freestone Capital Holdings’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 		$111K Buy
+1,400
New +$120K ﹤0.01% 540

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

Freestone Capital Holdings's WFC Position: Q1 2026 in Review

Freestone Capital Holdings increased its Wells Fargo (WFC) stake by 4.4% in Q1 2026, buying an estimated $636K and bringing the position to 174,539 shares worth $13.9M. The position accounts for 0.42% of the portfolio, ranked #40.

Freestone Capital Holdings first reported a position in WFC in Q3 2013 and has held it in 44 quarters since. The position peaked at $15.6M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Freestone Capital Holdings held 174,539 shares of Wells Fargo worth $13.9M as of Q1 2026.
  • Freestone Capital Holdings bought 7,404 Wells Fargo shares in Q1 2026, an estimated $636K.
  • Wells Fargo made up 0.42% of Freestone Capital Holdings's portfolio in Q1 2026, its #40 holding.
  • Freestone Capital Holdings first reported a position in Wells Fargo in Q3 2013 and has held it in 44 quarters since.
  • Freestone Capital Holdings's Wells Fargo position peaked at $15.6M in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.