Regatta Research & Money Management’s Wells Fargo WFC Stock Holding History

Regatta Research & Money 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 Q2	$77.4K	Buy	+938	New	+$75.4K	0.07%	209

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regatta Research & Money Management's WFC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Wells Fargo (WFC) in Q2 2026: 938 shares worth $77.4K. The stake represents 0.07% of the portfolio and ranks #209 among its holdings.

2,333 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Regatta Research & Money Management held 938 shares of Wells Fargo worth $77.4K as of Q2 2026.
Wells Fargo was a new Regatta Research & Money Management position in Q2 2026.
Wells Fargo made up 0.07% of Regatta Research & Money Management's portfolio in Q2 2026, its #209 holding.
2,333 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.