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L.J. Altfest & Co’s Wells Fargo WFC Stock Holding History

L.J. Altfest & Co’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 		$623K Sell
7,819
-2,474
-24% -$212K 0.07% 202
2025
Q4 		$959K Buy
10,293
+330
+3% +$28.6K 0.11% 134
2025
Q3 		$835K Sell
9,963
-411
-4% -$33.3K 0.09% 154
2025
Q2 		$831K Buy
10,374
+1,639
+19% +$118K 0.1% 142
2025
Q1 		$627K Buy
8,735
+10
+0.1% +$751 0.08% 177
2024
Q4 		$613K Buy
8,725
+11
+0.1% +$751 0.08% 177
2024
Q3 		$492K Sell
8,714
-487
-5% -$27.5K 0.07% 211
2024
Q2 		$546K Buy
9,201
+88
+1% +$5.2K 0.07% 180
2024
Q1 		$528K Buy
9,113
+587
+7% +$30.7K 0.07% 185
2023
Q4 		$420K Sell
8,526
-1,842
-18% -$79.5K 0.06% 206
2023
Q3 		$424K Sell
10,368
-976
-9% -$42.1K 0.07% 201
2023
Q2 		$484K Buy
11,344
+477
+4% +$19.2K 0.07% 183
2023
Q1 		$406K Buy
10,867
+1,997
+23% +$87K 0.06% 190
2022
Q4 		$366K Sell
8,870
-37
-0.4% -$1.64K 0.06% 189
2022
Q3 		$358K Sell
8,907
-650
-7% -$27.9K 0.07% 183
2022
Q2 		$374K Sell
9,557
-4,511
-32% -$198K 0.07% 177
2022
Q1 		$682K Sell
14,068
-1,958
-12% -$105K 0.12% 126
2021
Q4 		$769K Buy
16,026
+22
+0.1% +$1.08K 0.15% 110
2021
Q3 		$743K Buy
16,004
+41
+0.3% +$1.9K 0.16% 105
2021
Q2 		$723K Sell
15,963
-436
-3% -$19.5K 0.16% 107
2021
Q1 		$641K Buy
16,399
+569
+4% +$20.1K 0.15% 111
2020
Q4 		$478K Buy
15,830
+1,466
+10% +$38K 0.12% 132
2020
Q3 		$338K Buy
14,364
+1,128
+9% +$27.8K 0.09% 158
2020
Q2 		$339K Buy
13,236
+3,208
+32% +$87.8K 0.1% 152
2020
Q1 		$288K Sell
10,028
-60
-0.6% -$2.55K 0.09% 139
2019
Q4 		$543K Sell
10,088
-548
-5% -$28.7K 0.14% 101
2019
Q3 		$536K Sell
10,636
-440
-4% -$20.7K 0.14% 96
2019
Q2 		$524K Sell
11,076
-1,998
-15% -$93.4K 0.14% 103
2019
Q1 		$632K Sell
13,074
-28
-0.2% -$1.38K 0.15% 89
2018
Q4 		$604K Sell
13,102
-754
-5% -$38.6K 0.17% 85
2018
Q3 		$728K Sell
13,856
-48
-0.3% -$2.74K 0.21% 85
2018
Q2 		$771K Sell
13,904
-2,499
-15% -$134K 0.29% 72
2018
Q1 		$860K Sell
16,403
-120
-0.7% -$7.13K 0.37% 63
2017
Q4 		$1M Buy
16,523
+1
+0% +$56 0.38% 60
2017
Q3 		$911K Sell
16,522
-599
-3% -$31.8K 0.44% 60
2017
Q2 		$949K Sell
17,121
-182
-1% -$9.75K 0.57% 55
2017
Q1 		$963K Sell
17,303
-278
-2% -$15.8K 0.38% 60
2016
Q4 		$969K Sell
17,581
-76
-0.4% -$3.82K 0.48% 61
2016
Q3 		$782K Sell
17,657
-104
-0.6% -$4.98K 0.52% 58
2016
Q2 		$841K Buy
17,761
+1
+0% +$49 0.59% 57
2016
Q1 		$859K Buy
17,760
+1
+0% +$49 0.88% 42
2015
Q4 		$965K Buy
17,759
+67
+0.4% +$3.64K 0.94% 42
2015
Q3 		$908K Sell
17,692
-614
-3% -$33.8K 0.9% 41
2015
Q2 		$1.03M Buy
18,306
+854
+5% +$47.6K 0.94% 44
2015
Q1 		$949K Hold
17,452
– – 0.88% 47
2014
Q4 		$957K Sell
17,452
-549
-3% -$29.1K 0.78% 51
2014
Q3 		$938K Buy
18,001
+351
+2% +$18.1K 0.92% 49
2014
Q2 		$927K Sell
17,650
-38
-0.2% -$1.91K 0.91% 50
2014
Q1 		$850K Buy
17,688
+151
+0.9% +$7.03K 0.79% 52
2013
Q4 		$796K Buy
+17,537
New +$757K 0.68% 55

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

L.J. Altfest & Co's WFC Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Wells Fargo (WFC) stake by 24% in Q1 2026, selling an estimated $212K and leaving 7,819 shares worth $623K. The position accounts for 0.07% of the portfolio, ranked #202.

L.J. Altfest & Co first reported a position in WFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.03M in Q2 2015. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • L.J. Altfest & Co held 7,819 shares of Wells Fargo worth $623K as of Q1 2026.
  • L.J. Altfest & Co sold 2,474 Wells Fargo shares in Q1 2026, an estimated $212K.
  • Wells Fargo made up 0.07% of L.J. Altfest & Co's portfolio in Q1 2026, its #202 holding.
  • L.J. Altfest & Co first reported a position in Wells Fargo in Q4 2013 and has held it in 50 quarters since.
  • L.J. Altfest & Co's Wells Fargo position peaked at $1.03M in Q2 2015.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.