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 Q1	$457K	Sell	5,738 -157	-3%	-$13.5K	0.11%	50
2025 Q4	$549K	Buy	5,895 +33	+0.6%	+$2.87K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

G2 Capital Management's WFC Position: Q1 2026 in Review

G2 Capital Management reduced its Wells Fargo (WFC) stake by 2.7% in Q1 2026, selling an estimated $13.5K and leaving 5,738 shares worth $457K. The position accounts for 0.11% of the portfolio, ranked #50.

G2 Capital Management first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $549K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

G2 Capital Management held 5,738 shares of Wells Fargo worth $457K as of Q1 2026.
G2 Capital Management sold 157 Wells Fargo shares in Q1 2026, an estimated $13.5K.
Wells Fargo made up 0.11% of G2 Capital Management's portfolio in Q1 2026, its #50 holding.
G2 Capital Management first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
G2 Capital Management's Wells Fargo position peaked at $549K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on G2 Capital Management's 13F filing for Q1 2026, filed 12 May 2026.