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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital's WFC Position: Q2 2026 in Review

Hamilton Capital opened a new position in Wells Fargo (WFC) in Q2 2026: 3,148 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #126 among its holdings. This is a return to the name: Hamilton Capital previously reported a position in WFC as recently as Q4 2023.

Hamilton Capital first reported a position in WFC in Q4 2022 and has held it in 6 quarters since. The position peaked at $355K in Q2 2023. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Hamilton Capital held 3,148 shares of Wells Fargo worth $260K as of Q2 2026.
Wells Fargo was a new Hamilton Capital position in Q2 2026.
Wells Fargo made up 0.01% of Hamilton Capital's portfolio in Q2 2026, its #126 holding.
Hamilton Capital first reported a position in Wells Fargo in Q4 2022 and has held it in 6 quarters since.
Hamilton Capital's Wells Fargo position peaked at $355K in Q2 2023.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.