Holocene Advisors’s Wells Fargo WFC Stock Holding History

Holocene Advisors’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	$220M	Buy	+2,663,586	New	+$214M	0.5%	48
2025 Q2	–	Sell	-3,157,091	Closed	-$227M	–	895
2025 Q1	$227M	Buy	3,157,091 +1,992,218	+171%	+$150M	0.66%	41
2024 Q4	$81.8M	Buy	+1,164,873	New	+$79.5M	0.26%	112
2024 Q3	–	Sell	-771,527	Closed	-$45.8M	–	876
2024 Q2	$45.8M	Buy	771,527 +291,674	+61%	+$17.2M	0.19%	142
2024 Q1	$27.8M	Buy	+479,853	New	+$25.1M	0.1%	196
2023 Q1	–	Sell	-1,589,694	Closed	-$65.6M	–	898
2022 Q4	$65.6M	Buy	1,589,694 +153,956	+11%	+$6.81M	0.4%	87
2022 Q3	$57.7M	Buy	1,435,738 +176,319	+14%	+$7.58M	0.37%	92
2022 Q2	$49.3M	Buy	1,259,419 +404,991	+47%	+$17.8M	0.3%	109
2022 Q1	$41.4M	Buy	854,428 +171,686	+25%	+$9.19M	0.22%	139
2021 Q4	$32.8M	Sell	682,742 -90,816	-12%	-$4.47M	0.17%	154
2021 Q3	$35.9M	Sell	773,558 -41,301	-5%	-$1.91M	0.2%	151
2021 Q2	$36.9M	Buy	814,859 +736,525	+940%	+$32.9M	0.21%	145
2021 Q1	$3.06M	Sell	78,334 -6,125	-7%	-$217K	0.02%	495
2020 Q4	$2.55M	Sell	84,459 -732,610	-90%	-$19M	0.02%	369
2020 Q3	$19.2M	Sell	817,069 -240,886	-23%	-$5.94M	0.15%	177
2020 Q2	$27.1M	Buy	+1,057,955	New	+$28.9M	0.24%	123
2019 Q3	–	Sell	-26,990	Closed	-$1.28M	–	866
2019 Q2	$1.28M	Buy	+26,990	New	+$1.26M	0.02%	248
2019 Q1	–	Sell	-235,386	Closed	-$10.8M	–	818
2018 Q4	$10.8M	Sell	235,386 -40,857	-15%	-$2.09M	0.17%	94
2018 Q3	$14.5M	Buy	+276,243	New	+$15.8M	0.23%	92
2018 Q1	–	Sell	-11,255	Closed	-$683K	–	743
2017 Q4	$683K	Buy	+11,255	New	+$636K	0.02%	317

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

Holocene Advisors's WFC Position: Q2 2026 in Review

Holocene Advisors opened a new position in Wells Fargo (WFC) in Q2 2026: 2,663,586 shares worth $220M. The stake represents 0.5% of the portfolio and ranks #48 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in WFC as recently as Q1 2025.

Holocene Advisors first reported a position in WFC in Q4 2017 and has held it in 20 quarters since. The position peaked at $227M in Q1 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Holocene Advisors held 2,663,586 shares of Wells Fargo worth $220M as of Q2 2026.
Wells Fargo was a new Holocene Advisors position in Q2 2026.
Wells Fargo made up 0.5% of Holocene Advisors's portfolio in Q2 2026, its #48 holding.
Holocene Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 20 quarters since.
Holocene Advisors's Wells Fargo position peaked at $227M in Q1 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.