Hanlon Investment Management’s Wells Fargo WFC Stock Holding History

Hanlon Investment 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	$317K	Sell	3,830 -9,217	-71%	-$741K	0.17%	173
2026 Q1	$1.04M	Buy	13,047 +592	+5%	+$50.8K	0.57%	46
2025 Q4	$1.16M	Sell	12,455 -802	-6%	-$69.6K	0.64%	38
2025 Q3	$1.11M	Buy	13,257 +1,072	+9%	+$86.9K	0.67%	41
2025 Q2	$976K	Buy	12,185 +9,288	+321%	+$670K	0.7%	38
2025 Q1	$208K	Sell	2,897 -346	-11%	-$26K	0.16%	159
2024 Q4	$228K	Buy	+3,243	New	+$221K	0.06%	167

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

Hanlon Investment Management's WFC Position: Q2 2026 in Review

Hanlon Investment Management reduced its Wells Fargo (WFC) stake by 71% in Q2 2026, selling an estimated $741K and leaving 3,830 shares worth $317K. The position accounts for 0.17% of the portfolio, ranked #173.

Hanlon Investment Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2025. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Hanlon Investment Management held 3,830 shares of Wells Fargo worth $317K as of Q2 2026.
Hanlon Investment Management sold 9,217 Wells Fargo shares in Q2 2026, an estimated $741K.
Wells Fargo made up 0.17% of Hanlon Investment Management's portfolio in Q2 2026, its #173 holding.
Hanlon Investment Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Hanlon Investment Management's Wells Fargo position peaked at $1.16M in Q4 2025.
2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.