Generali Investments Management’s Wells Fargo WFC Stock Holding History

Generali Investments 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 Q2	$555K	Buy	6,713 +863	+15%	+$69.4K	0.12%	102
2026 Q1	$466K	Sell	5,850 -12,271	-68%	-$1.05M	0.11%	113
2025 Q4	$1.69M	Buy	18,121 +4,748	+36%	+$412K	0.34%	57
2025 Q3	$1.12M	Sell	13,373 -8,424	-39%	-$683K	0.23%	75
2025 Q2	$1.74M	Hold	21,797	–	–	0.39%	61
2025 Q1	$1.56M	Buy	21,797 +4,641	+27%	+$348K	0.45%	61
2024 Q4	$1.21M	Buy	+17,156	New	+$1.17M	0.31%	69

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Generali Investments Management's WFC Position: Q2 2026 in Review

Generali Investments Management increased its Wells Fargo (WFC) stake by 15% in Q2 2026, buying an estimated $69.4K and bringing the position to 6,713 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #102.

Generali Investments Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Generali Investments Management held 6,713 shares of Wells Fargo worth $555K as of Q2 2026.
Generali Investments Management bought 863 Wells Fargo shares in Q2 2026, an estimated $69.4K.
Wells Fargo made up 0.12% of Generali Investments Management's portfolio in Q2 2026, its #102 holding.
Generali Investments Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Generali Investments Management's Wells Fargo position peaked at $1.74M in Q2 2025.
1,003 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.