GI
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GAMMA Investing’s Wells Fargo WFC Stock Holding History

GAMMA Investing’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
Q2 		$5.91M Buy
71,515
+8,969
+14% +$721K 0.22% 67
2026
Q1 		$4.98M Sell
62,546
-505
-0.8% -$43.4K 0.23% 66
2025
Q4 		$5.88M Buy
63,051
+5,765
+10% +$500K 0.3% 48
2025
Q3 		$4.8M Buy
57,286
+3,984
+7% +$323K 0.26% 56
2025
Q2 		$4.27M Buy
53,302
+6,038
+13% +$435K 0.27% 49
2025
Q1 		$3.39M Buy
47,264
+4,786
+11% +$359K 0.25% 71
2024
Q4 		$2.98M Buy
42,478
+4,999
+13% +$341K 0.25% 65
2024
Q3 		$2.12M Buy
37,479
+4,985
+15% +$282K 0.21% 88
2024
Q2 		$1.93M Buy
32,494
+7,753
+31% +$458K 0.26% 58
2024
Q1 		$1.43M Buy
24,741
+4,216
+21% +$221K 0.29% 50
2023
Q4 		$1.03M Buy
+20,525
New +$886K 0.28% 56

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GAMMA Investing's WFC Position: Q2 2026 in Review

GAMMA Investing increased its Wells Fargo (WFC) stake by 14% in Q2 2026, buying an estimated $721K and bringing the position to 71,515 shares worth $5.91M. The position accounts for 0.22% of the portfolio, ranked #67.

GAMMA Investing first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • GAMMA Investing held 71,515 shares of Wells Fargo worth $5.91M as of Q2 2026.
  • GAMMA Investing bought 8,969 Wells Fargo shares in Q2 2026, an estimated $721K.
  • Wells Fargo made up 0.22% of GAMMA Investing's portfolio in Q2 2026, its #67 holding.
  • GAMMA Investing first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.