Mainstay Capital Management’s Wells Fargo WFC Stock Holding History

Mainstay Capital 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	$1.64M	Buy	20,573 +366	+2%	+$31.4K	0.13%	53
2025 Q4	$1.88M	Buy	20,207 +1,227	+6%	+$107K	0.14%	44
2025 Q3	$1.59M	Sell	18,980 -18,072	-49%	-$1.47M	0.16%	52
2025 Q2	$2.97M	Buy	37,052 +18,853	+104%	+$1.36M	0.15%	56
2025 Q1	$1.31M	Sell	18,199 -1,633	-8%	-$123K	0.18%	49
2024 Q4	$1.39M	Buy	19,832 +4,680	+31%	+$320K	0.21%	46
2024 Q3	$856K	Sell	15,152 -849	-5%	-$48K	0.14%	56
2024 Q2	$950K	Buy	16,001 +1,778	+13%	+$105K	0.17%	52
2024 Q1	$824K	Sell	14,223 -1,884	-12%	-$98.6K	0.16%	56
2023 Q4	$793K	Buy	16,107 +2,981	+23%	+$129K	0.15%	54
2023 Q3	$536K	Sell	13,126 -3,851	-23%	-$166K	0.11%	60
2023 Q2	$725K	Buy	16,977 +550	+3%	+$22.1K	0.13%	57
2023 Q1	$614K	Sell	16,427 -700	-4%	-$30.5K	0.12%	61
2022 Q4	$707K	Buy	17,127 +275	+2%	+$12.2K	0.16%	66
2022 Q3	$678K	Sell	16,852 -50	-0.3%	-$2.15K	0.17%	64
2022 Q2	$662K	Buy	16,902 +215	+1%	+$9.44K	0.15%	63
2022 Q1	$808K	Sell	16,687 -175	-1%	-$9.37K	0.15%	64
2021 Q4	$810K	Buy	+16,862	New	+$830K	0.25%	67
2019 Q2	–	Sell	-18,804	Closed	-$908K	–	108
2019 Q1	$908K	Sell	18,804 -2,780	-13%	-$137K	0.7%	51
2018 Q4	$982K	Buy	21,584 +1,067	+5%	+$54.7K	0.71%	44
2018 Q3	$1.08M	Buy	20,517 +5,032	+32%	+$287K	0.68%	46
2018 Q2	$858K	Buy	15,485 +406	+3%	+$21.8K	0.68%	48
2018 Q1	$790K	Buy	15,079 +1,612	+12%	+$95.8K	0.6%	54
2017 Q4	$817K	Buy	+13,467	New	+$761K	0.68%	39

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

Mainstay Capital Management's WFC Position: Q1 2026 in Review

Mainstay Capital Management increased its Wells Fargo (WFC) stake by 1.8% in Q1 2026, buying an estimated $31.4K and bringing the position to 20,573 shares worth $1.64M. The position accounts for 0.13% of the portfolio, ranked #53.

Mainstay Capital Management first reported a position in WFC in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.97M in Q2 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mainstay Capital Management held 20,573 shares of Wells Fargo worth $1.64M as of Q1 2026.
Mainstay Capital Management bought 366 Wells Fargo shares in Q1 2026, an estimated $31.4K.
Wells Fargo made up 0.13% of Mainstay Capital Management's portfolio in Q1 2026, its #53 holding.
Mainstay Capital Management first reported a position in Wells Fargo in Q4 2017 and has held it in 24 quarters since.
Mainstay Capital Management's Wells Fargo position peaked at $2.97M in Q2 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.