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InceptionR’s Wells Fargo WFC Stock Holding History

InceptionR’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 		$324K Sell
3,922
-15,639
-80% -$1.26M 0.08% 445
2026
Q1 		$1.56M Buy
+19,561
New +$1.68M 0.37% 54
2025
Q3 		– Sell
-14,115
Closed -$1.13M – 963
2025
Q2 		$1.13M Buy
+14,115
New +$1.02M 0.26% 124
2025
Q1 		– Sell
-12,837
Closed -$902K – 866
2024
Q4 		$902K Buy
12,837
+6,515
+103% +$445K 0.2% 187
2024
Q3 		$357K Sell
6,322
-26,094
-80% -$1.48M 0.09% 413
2024
Q2 		$1.93M Buy
32,416
+5,167
+19% +$305K 0.54% 1
2024
Q1 		$1.58M Buy
+27,249
New +$1.43M 0.41% 41
2023
Q1 		– Sell
-19,317
Closed -$798K – 606
2022
Q4 		$798K Buy
+19,317
New +$855K 0.42% 65

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 $3.38T AUM 44.17% 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

InceptionR's WFC Position: Q2 2026 in Review

InceptionR reduced its Wells Fargo (WFC) stake by 80% in Q2 2026, selling an estimated $1.26M and leaving 3,922 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #445.

InceptionR first reported a position in WFC in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.93M in Q2 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • InceptionR held 3,922 shares of Wells Fargo worth $324K as of Q2 2026.
  • InceptionR sold 15,639 Wells Fargo shares in Q2 2026, an estimated $1.26M.
  • Wells Fargo made up 0.08% of InceptionR's portfolio in Q2 2026, its #445 holding.
  • InceptionR first reported a position in Wells Fargo in Q4 2022 and has held it in 8 quarters since.
  • InceptionR's Wells Fargo position peaked at $1.93M in Q2 2024.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.