JB Capital’s Wells Fargo WFC Stock Holding History

JB 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	$216K	Sell	2,716 -45	-2%	-$3.87K	0.01%	246
2025 Q4	$257K	Buy	2,761 +20	+0.7%	+$1.74K	0.01%	226
2025 Q3	$230K	Sell	2,741 -60	-2%	-$4.87K	0.01%	235
2025 Q2	$224K	Buy	2,801 +10	+0.4%	+$721	0.01%	229
2025 Q1	$200K	Buy	+2,791	New	+$210K	0.01%	216
2022 Q4	–	Sell	-68,294	Closed	-$2.75M	–	173
2022 Q3	$2.75M	Buy	68,294 +8,618	+14%	+$370K	0.3%	56
2022 Q2	$2.34M	Buy	59,676 +6,142	+11%	+$270K	0.25%	52
2022 Q1	$2.6M	Buy	53,534 +1,589	+3%	+$85K	0.25%	46
2021 Q4	$2.49M	Buy	51,945 +1,820	+4%	+$89.6K	0.24%	52
2021 Q3	$2.33M	Buy	+50,125	New	+$2.32M	0.3%	49

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

JB Capital's WFC Position: Q1 2026 in Review

JB Capital reduced its Wells Fargo (WFC) stake by 1.6% in Q1 2026, selling an estimated $3.87K and leaving 2,716 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #246.

JB Capital first reported a position in WFC in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.75M in Q3 2022. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

JB Capital held 2,716 shares of Wells Fargo worth $216K as of Q1 2026.
JB Capital sold 45 Wells Fargo shares in Q1 2026, an estimated $3.87K.
Wells Fargo made up 0.01% of JB Capital's portfolio in Q1 2026, its #246 holding.
JB Capital first reported a position in Wells Fargo in Q3 2021 and has held it in 10 quarters since.
JB Capital's Wells Fargo position peaked at $2.75M in Q3 2022.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.