L2 Asset Management’s Wells Fargo WFC Stock Holding History

L2 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	$1.35M	Sell	16,931 -22,146	-57%	-$1.9M	0.13%	137
2025 Q4	$3.64M	Sell	39,077 -16,270	-29%	-$1.41M	0.49%	62
2025 Q3	$4.64M	Sell	55,347 -24,344	-31%	-$1.97M	0.67%	46
2025 Q2	$6.38M	Buy	79,691 +7,291	+10%	+$526K	1.04%	22
2025 Q1	$5.2M	Buy	72,400 +17,198	+31%	+$1.29M	1.06%	28
2024 Q4	$3.88M	Buy	55,202 +4,578	+9%	+$313K	0.84%	39
2024 Q3	$2.86M	Buy	50,624 +30,918	+157%	+$1.75M	0.78%	43
2024 Q2	$1.17M	Buy	19,706 +722	+4%	+$42.6K	0.35%	65
2024 Q1	$1.1M	Buy	18,984 +4,960	+35%	+$260K	0.36%	67
2023 Q4	$690K	Buy	14,024 +12,611	+892%	+$544K	0.28%	82
2023 Q3	$450K	Sell	1,413 -8,474	-86%	-$366K	0.21%	93
2023 Q2	$422K	Buy	9,887 +795	+9%	+$32K	0.21%	94
2023 Q1	$340K	Buy	9,092 +390	+4%	+$17K	0.19%	104
2022 Q4	$359K	Buy	8,702 +1,116	+15%	+$49.4K	0.22%	92
2022 Q3	$305K	Buy	7,586 +940	+14%	+$40.4K	0.21%	94
2022 Q2	$260K	Sell	6,646 -222	-3%	-$9.74K	0.19%	105
2022 Q1	$333K	Buy	6,868 +1,106	+19%	+$59.2K	0.19%	104
2021 Q4	$276K	Buy	+5,762	New	+$284K	0.19%	96

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

L2 Asset Management's WFC Position: Q1 2026 in Review

L2 Asset Management reduced its Wells Fargo (WFC) stake by 57% in Q1 2026, selling an estimated $1.9M and leaving 16,931 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #137.

L2 Asset Management first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.38M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

L2 Asset Management held 16,931 shares of Wells Fargo worth $1.35M as of Q1 2026.
L2 Asset Management sold 22,146 Wells Fargo shares in Q1 2026, an estimated $1.9M.
Wells Fargo made up 0.13% of L2 Asset Management's portfolio in Q1 2026, its #137 holding.
L2 Asset Management first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
L2 Asset Management's Wells Fargo position peaked at $6.38M in Q2 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.