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 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 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

InceptionR's WFC Position: Q1 2026 in Review

InceptionR opened a new position in Wells Fargo (WFC) in Q1 2026: 19,561 shares worth $1.56M. The stake represents 0.37% of the portfolio and ranks #54 among its holdings. This is a return to the name: InceptionR previously reported a position in WFC as recently as Q2 2025.

InceptionR first reported a position in WFC in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.93M in Q2 2024. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

InceptionR held 19,561 shares of Wells Fargo worth $1.56M as of Q1 2026.
Wells Fargo was a new InceptionR position in Q1 2026.
Wells Fargo made up 0.37% of InceptionR's portfolio in Q1 2026, its #54 holding.
InceptionR first reported a position in Wells Fargo in Q4 2022 and has held it in 7 quarters since.
InceptionR's Wells Fargo position peaked at $1.93M in Q2 2024.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.