Inscription Capital’s Wells Fargo WFC Stock Holding History

Inscription 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	$541K	Sell	6,802 -1,180	-15%	-$101K	0.06%	336
2025 Q4	$744K	Buy	7,982 +2,291	+40%	+$199K	0.08%	264
2025 Q3	$477K	Buy	5,691 +407	+8%	+$33K	0.05%	369
2025 Q2	$423K	Sell	5,284 -106	-2%	-$7.64K	0.06%	261
2025 Q1	$312K	Buy	+5,390	New	+$405K	0.05%	240
2024 Q3	$318K	Buy	5,635 +245	+5%	+$13.9K	0.05%	259
2024 Q2	$320K	Hold	5,390	–	–	0.05%	241
2024 Q1	$312K	Buy	+5,390	New	+$282K	0.05%	240
2022 Q3	–	Sell	-5,404	Closed	-$212K	–	252
2022 Q2	$212K	Buy	+5,404	New	+$237K	0.04%	233
2021 Q3	–	Sell	-21,374	Closed	-$968K	–	402
2021 Q2	$968K	Buy	+21,374	New	+$954K	0.11%	133
2020 Q1	–	Sell	-4,212	Closed	-$227K	–	161
2019 Q4	$227K	Hold	4,212	–	–	0.1%	137
2019 Q3	$212K	Buy	+4,212	New	+$198K	0.12%	135

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

Inscription Capital's WFC Position: Q1 2026 in Review

Inscription Capital reduced its Wells Fargo (WFC) stake by 15% in Q1 2026, selling an estimated $101K and leaving 6,802 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #336.

Inscription Capital first reported a position in WFC in Q3 2019 and has held it in 12 quarters since. The position peaked at $968K in Q2 2021. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Inscription Capital held 6,802 shares of Wells Fargo worth $541K as of Q1 2026.
Inscription Capital sold 1,180 Wells Fargo shares in Q1 2026, an estimated $101K.
Wells Fargo made up 0.06% of Inscription Capital's portfolio in Q1 2026, its #336 holding.
Inscription Capital first reported a position in Wells Fargo in Q3 2019 and has held it in 12 quarters since.
Inscription Capital's Wells Fargo position peaked at $968K in Q2 2021.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.