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 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 $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

Hourglass Capital's WFC Position: Q1 2026 in Review

Hourglass Capital opened a new position in Wells Fargo (WFC) in Q1 2026: 3,000 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings. This is a return to the name: Hourglass Capital previously reported a position in WFC as recently as Q3 2024.

Hourglass Capital first reported a position in WFC in Q4 2016 and has held it in 11 quarters since. The position peaked at $297K in Q2 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Hourglass Capital held 3,000 shares of Wells Fargo worth $239K as of Q1 2026.
Wells Fargo was a new Hourglass Capital position in Q1 2026.
Wells Fargo made up 0.05% of Hourglass Capital's portfolio in Q1 2026, its #120 holding.
Hourglass Capital first reported a position in Wells Fargo in Q4 2016 and has held it in 11 quarters since.
Hourglass Capital's Wells Fargo position peaked at $297K in Q2 2024.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Hourglass Capital's 13F filing for Q1 2026, filed 4 May 2026.