G2 Capital Management’s Wells Fargo WFC Stock Holding History

G2 Capital Management’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 Q3	$459K	Hold	5,738	–	–	0.1%	45
2026 Q2	$474K	Hold	5,738	–	–	0.1%	47
2026 Q1	$457K	Sell	5,738 -157	-3%	-$13.5K	0.11%	50
2025 Q4	$549K	Buy	5,895 +33	+0.6%	+$2.86K	0.13%	41
2025 Q3	$491K	Buy	5,862 +210	+4%	+$17K	0.12%	42
2025 Q2	$453K	Hold	5,652	–	–	0.13%	42
2025 Q1	$406K	Buy	5,652 +5	+0.1%	+$375	0.12%	45
2024 Q4	$397K	Hold	5,647	–	–	0.12%	44
2024 Q3	$319K	Hold	5,647	–	–	0.09%	54
2024 Q2	$335K	Hold	5,647	–	–	0.1%	50
2024 Q1	$327K	Hold	5,647	–	–	0.11%	51
2023 Q4	$278K	Buy	+5,647	New	+$244K	0.09%	55

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

G2 Capital Management's WFC Position: Q3 2026 in Review

G2 Capital Management held its Wells Fargo (WFC) position steady in Q3 2026 at 5,738 shares worth $459K. The position accounts for 0.1% of the portfolio, ranked #45.

G2 Capital Management first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $549K in Q4 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

G2 Capital Management held 5,738 shares of Wells Fargo worth $459K as of Q3 2026.
G2 Capital Management left its Wells Fargo share count unchanged in Q3 2026.
Wells Fargo made up 0.1% of G2 Capital Management's portfolio in Q3 2026, its #45 holding.
G2 Capital Management first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
G2 Capital Management's Wells Fargo position peaked at $549K in Q4 2025.
1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on G2 Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.