Hourglass Capital’s Wells Fargo WFC Stock Holding History

Hourglass 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	$248K	Hold	3,000	–	–	0.05%	122
2026 Q1	$239K	Buy	+3,000	New	+$258K	0.05%	120
2024 Q4	–	Sell	-5,000	Closed	-$282K	–	111
2024 Q3	$282K	Hold	5,000	–	–	0.08%	90
2024 Q2	$297K	Hold	5,000	–	–	0.09%	86
2024 Q1	$290K	Hold	5,000	–	–	0.09%	88
2023 Q4	$246K	Hold	5,000	–	–	0.08%	88
2023 Q3	$204K	Hold	5,000	–	–	0.07%	95
2023 Q2	$213K	Buy	+5,000	New	+$201K	0.07%	94
2021 Q3	–	Sell	-5,000	Closed	-$226K	–	133
2021 Q2	$226K	Buy	+5,000	New	+$223K	0.05%	125
2017 Q3	–	Sell	-3,750	Closed	-$208K	–	107
2017 Q2	$208K	Hold	3,750	–	–	0.05%	101
2017 Q1	$209K	Hold	3,750	–	–	0.05%	107
2016 Q4	$207K	Buy	+3,750	New	+$189K	0.05%	106

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

Hourglass Capital's WFC Position: Q2 2026 in Review

Hourglass Capital held its Wells Fargo (WFC) position steady in Q2 2026 at 3,000 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #122.

Hourglass Capital first reported a position in WFC in Q4 2016 and has held it in 12 quarters since. The position peaked at $297K in Q2 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Hourglass Capital held 3,000 shares of Wells Fargo worth $248K as of Q2 2026.
Hourglass Capital left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.05% of Hourglass Capital's portfolio in Q2 2026, its #122 holding.
Hourglass Capital first reported a position in Wells Fargo in Q4 2016 and has held it in 12 quarters since.
Hourglass Capital's Wells Fargo position peaked at $297K in Q2 2024.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Hourglass Capital's 13F filing for Q2 2026, filed 29 Jul 2026.