Machina Capital’s Wells Fargo WFC Stock Holding History

Machina 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 Q3	$1.45M	Sell	18,129 -25,386	-58%	-$2.2M	0.2%	171
2026 Q2	$3.6M	Buy	+43,515	New	+$3.5M	0.57%	59
2023 Q2	–	Sell	-14,591	Closed	-$545K	–	542
2023 Q1	$545K	Sell	14,591 -1,208	-8%	-$52.7K	0.48%	57
2022 Q4	$652K	Buy	+15,799	New	+$699K	1.21%	16
2022 Q2	–	Sell	-8,388	Closed	-$406K	–	184
2022 Q1	$406K	Buy	8,388 +3,088	+58%	+$165K	0.89%	38
2021 Q4	$254K	Buy	+5,300	New	+$261K	0.61%	81
2021 Q3	–	Sell	-5,600	Closed	-$254K	–	212
2021 Q2	$254K	Buy	+5,600	New	+$250K	0.43%	123
2020 Q1	–	Sell	-11,809	Closed	-$635K	–	303
2019 Q4	$635K	Buy	+11,809	New	+$618K	0.25%	157
2019 Q2	–	Sell	-60,530	Closed	-$2.92M	–	647
2019 Q1	$2.92M	Buy	+60,530	New	+$2.98M	1.16%	6

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Machina Capital's WFC Position: Q3 2026 in Review

Machina Capital reduced its Wells Fargo (WFC) stake by 58% in Q3 2026, selling an estimated $2.2M and leaving 18,129 shares worth $1.45M. The position accounts for 0.2% of the portfolio, ranked #171.

Machina Capital first reported a position in WFC in Q1 2019 and has held it in 9 quarters since. The position peaked at $3.6M in Q2 2026. 2,268 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Machina Capital held 18,129 shares of Wells Fargo worth $1.45M as of Q3 2026.
Machina Capital sold 25,386 Wells Fargo shares in Q3 2026, an estimated $2.2M.
Wells Fargo made up 0.2% of Machina Capital's portfolio in Q3 2026, its #171 holding.
Machina Capital first reported a position in Wells Fargo in Q1 2019 and has held it in 9 quarters since.
Machina Capital's Wells Fargo position peaked at $3.6M in Q2 2026.
2,268 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Machina Capital's 13F filing for Q3 2026, filed 5 Nov 2026.