iSAM Funds (UK)’s Wells Fargo WFC Stock Holding History

iSAM Funds (UK)’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	–	Sell	-13,567	Closed	-$1.26M	–	466
2025 Q4	$1.26M	Sell	13,567 -759	-5%	-$65.9K	0.45%	72
2025 Q3	$1.2M	Buy	14,326 +8,449	+144%	+$685K	0.25%	125
2025 Q2	$471K	Sell	5,877 -793	-12%	-$57.2K	0.1%	283
2025 Q1	$479K	Sell	6,670 -2,189	-25%	-$164K	0.24%	143
2024 Q4	$622K	Sell	8,859 -6,211	-41%	-$424K	0.46%	71
2024 Q3	$851K	Sell	15,070 -18,312	-55%	-$1.04M	0.48%	66
2024 Q2	$1.98M	Buy	+33,382	New	+$1.97M	1.49%	4
2023 Q4	–	Sell	-23,987	Closed	-$980K	–	360
2023 Q3	$980K	Buy	23,987 +9,810	+69%	+$424K	0.62%	56
2023 Q2	$605K	Sell	14,177 -5,492	-28%	-$221K	0.54%	67
2023 Q1	$735K	Buy	+19,669	New	+$857K	0.94%	31

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

iSAM Funds (UK)'s WFC Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 13,567 shares — an estimated $1.26M sold.

iSAM Funds (UK) first reported a position in WFC in Q1 2023 and held it in 10 quarters. The position peaked at $1.98M in Q2 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

iSAM Funds (UK) reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
iSAM Funds (UK) sold 13,567 Wells Fargo shares in Q1 2026, an estimated $1.26M.
iSAM Funds (UK) first reported a position in Wells Fargo in Q1 2023 and held it in 10 quarters.
iSAM Funds (UK)'s Wells Fargo position peaked at $1.98M in Q2 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.