Hamilton Capital’s Wells Fargo WFC Stock Holding History

Hamilton Capital’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	$261K	Buy	3,259 +111	+4%	+$9.6K	0.01%	126
2026 Q2	$260K	Buy	+3,148	New	+$253K	0.01%	126
2024 Q1	–	Sell	-4,225	Closed	-$208K	–	156
2023 Q4	$208K	Sell	4,225 -4,120	-49%	-$178K	0.02%	125
2023 Q3	$341K	Buy	8,345 +37	+0.4%	+$1.6K	0.03%	73
2023 Q2	$355K	Sell	8,308 -30	-0.4%	-$1.21K	0.02%	69
2023 Q1	$312K	Buy	8,338 +3,251	+64%	+$142K	0.02%	81
2022 Q4	$210K	Buy	+5,087	New	+$225K	0.01%	133

Other funds holding WFC

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $483B AUM 27.72% 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

Hamilton Capital's WFC Position: Q3 2026 in Review

Hamilton Capital increased its Wells Fargo (WFC) stake by 3.5% in Q3 2026, buying an estimated $9.6K and bringing the position to 3,259 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #126.

Hamilton Capital first reported a position in WFC in Q4 2022 and has held it in 7 quarters since. The position peaked at $355K in Q2 2023. 2,118 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Hamilton Capital held 3,259 shares of Wells Fargo worth $261K as of Q3 2026.
Hamilton Capital bought 111 Wells Fargo shares in Q3 2026, an estimated $9.6K.
Wells Fargo made up 0.01% of Hamilton Capital's portfolio in Q3 2026, its #126 holding.
Hamilton Capital first reported a position in Wells Fargo in Q4 2022 and has held it in 7 quarters since.
Hamilton Capital's Wells Fargo position peaked at $355K in Q2 2023.
2,118 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.