HCM
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Hilton Capital Management’s Wells Fargo WFC Stock Holding History

Hilton Capital 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 		– Sell
-98,541
Closed -$7.84M – 145
2026
Q1 		$7.84M Buy
98,541
+2,609
+3% +$224K 0.59% 40
2025
Q4 		$8.94M Buy
95,932
+24,778
+35% +$2.15M 0.67% 34
2025
Q3 		$5.96M Buy
71,154
+25,519
+56% +$2.07M 0.48% 55
2025
Q2 		$3.66M Buy
+45,635
New +$3.29M 0.29% 71
2025
Q1 		– Sell
-154,936
Closed -$10.9M – 180
2024
Q4 		$10.9M Sell
154,936
-20,263
-12% -$1.38M 0.94% 32
2024
Q3 		$9.9M Buy
175,199
+5,123
+3% +$290K 0.77% 38
2024
Q2 		$10.1M Buy
170,076
+3,726
+2% +$220K 0.85% 35
2024
Q1 		$9.64M Buy
166,350
+619
+0.4% +$32.4K 0.86% 37
2023
Q4 		$8.16M Buy
+165,731
New +$7.15M 0.87% 36
2017
Q2 		– Sell
-4,137
Closed -$230K – 141
2017
Q1 		$230K Sell
4,137
-6,435
-61% -$365K 0.04% 112
2016
Q4 		$583K Sell
10,572
-3,924
-27% -$197K 0.12% 58
2016
Q3 		$642K Buy
+14,496
New +$694K 0.16% 82

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hilton Capital Management's WFC Position: Q2 2026 in Review

Hilton Capital Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 98,541 shares — an estimated $7.84M sold.

Hilton Capital Management first reported a position in WFC in Q3 2016 and held it in 12 quarters. The position peaked at $10.9M in Q4 2024. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Hilton Capital Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Hilton Capital Management sold 98,541 Wells Fargo shares in Q2 2026, an estimated $7.84M.
  • Hilton Capital Management first reported a position in Wells Fargo in Q3 2016 and held it in 12 quarters.
  • Hilton Capital Management's Wells Fargo position peaked at $10.9M in Q4 2024.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.