Hobart Private Capital’s Wells Fargo WFC Stock Holding History

Hobart Private 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 Q1	–	Sell	-2,480	Closed	-$231K	–	146
2025 Q4	$231K	Buy	+2,480	New	+$215K	0.05%	120
2022 Q2	–	Sell	-5,481	Closed	-$266K	–	44
2022 Q1	$266K	Hold	5,481	–	–	0.1%	34
2021 Q4	$263K	Sell	5,481 -290	-5%	-$14.3K	0.1%	36
2021 Q3	$268K	Sell	5,771 -32	-0.6%	-$1.48K	0.11%	86
2021 Q2	$263K	Sell	5,803 -29	-0.5%	-$1.29K	0.11%	111
2021 Q1	$228K	Buy	+5,832	New	+$206K	0.09%	125

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hobart Private Capital's WFC Position: Q1 2026 in Review

Hobart Private Capital sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,480 shares — an estimated $231K sold.

Hobart Private Capital first reported a position in WFC in Q1 2021 and held it in 6 quarters. The position peaked at $268K in Q3 2021. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Hobart Private Capital reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Hobart Private Capital sold 2,480 Wells Fargo shares in Q1 2026, an estimated $231K.
Hobart Private Capital first reported a position in Wells Fargo in Q1 2021 and held it in 6 quarters.
Hobart Private Capital's Wells Fargo position peaked at $268K in Q3 2021.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Hobart Private Capital's 13F filing for Q1 2026, filed 7 Apr 2026.