Mark Asset Management’s Wells Fargo WFC Stock Holding History

Mark 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
2023 Q2	–	Sell	-75,000	Closed	-$2.8M	–	55
2023 Q1	$2.8M	Buy	+75,000	New	+$3.27M	0.51%	41

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

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

Mark Asset Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 118,683 shares — an estimated $11.1M sold.

Mark Asset Management first reported a position in WFC in Q3 2019 and held it in 14 quarters. The position peaked at $16.5M in Q1 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mark Asset Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Mark Asset Management sold 118,683 Wells Fargo shares in Q1 2026, an estimated $11.1M.
Mark Asset Management first reported a position in Wells Fargo in Q3 2019 and held it in 14 quarters.
Mark Asset Management's Wells Fargo position peaked at $16.5M in Q1 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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