Kagan Cocozza Asset Management’s Wells Fargo WFC Stock Holding History

Kagan Cocozza Asset Management’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	$630K	Sell	7,918 -290	-4%	-$24.9K	0.44%	39
2025 Q4	$765K	Sell	8,208 -72	-0.9%	-$6.25K	0.54%	31
2025 Q3	$694K	Sell	8,280 -676	-8%	-$54.8K	0.53%	37
2025 Q2	$718K	Buy	8,956 +50	+0.6%	+$3.6K	0.55%	35
2025 Q1	$639K	Sell	8,906 -1,134	-11%	-$85.1K	0.52%	39
2024 Q4	$705K	Buy	+10,040	New	+$685K	0.59%	37

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

Kagan Cocozza Asset Management's WFC Position: Q1 2026 in Review

Kagan Cocozza Asset Management reduced its Wells Fargo (WFC) stake by 3.5% in Q1 2026, selling an estimated $24.9K and leaving 7,918 shares worth $630K. The position accounts for 0.44% of the portfolio, ranked #39.

Kagan Cocozza Asset Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $765K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Kagan Cocozza Asset Management held 7,918 shares of Wells Fargo worth $630K as of Q1 2026.
Kagan Cocozza Asset Management sold 290 Wells Fargo shares in Q1 2026, an estimated $24.9K.
Wells Fargo made up 0.44% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #39 holding.
Kagan Cocozza Asset Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Kagan Cocozza Asset Management's Wells Fargo position peaked at $765K in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.