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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
Q2 		$1.58M Buy
+19,100
New +$1.53M 1.11% 15
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
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 $3.37T AUM 44.26% 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

iSAM Funds (UK)'s WFC Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in Wells Fargo (WFC) in Q2 2026: 19,100 shares worth $1.58M. The stake represents 1.11% of the portfolio and ranks #15 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in WFC as recently as Q4 2025.

iSAM Funds (UK) first reported a position in WFC in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q2 2024. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • iSAM Funds (UK) held 19,100 shares of Wells Fargo worth $1.58M as of Q2 2026.
  • Wells Fargo was a new iSAM Funds (UK) position in Q2 2026.
  • Wells Fargo made up 1.11% of iSAM Funds (UK)'s portfolio in Q2 2026, its #15 holding.
  • iSAM Funds (UK) first reported a position in Wells Fargo in Q1 2023 and has held it in 11 quarters since.
  • iSAM Funds (UK)'s Wells Fargo position peaked at $1.98M in Q2 2024.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.