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Morse Asset Management’s Wells Fargo WFC Stock Holding History

Morse 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 		$55K Sell
690
-6
-0.9% -$515 0.01% 221
2025
Q4 		$64.9K Buy
696
+1
+0.1% +$87 0.01% 205
2025
Q3 		$58.3K Hold
695
– – 0.01% 194
2025
Q2 		$55.7K Buy
695
+451
+185% +$32.5K 0.01% 198
2025
Q1 		$17.5K Buy
244
+124
+103% +$9.31K ﹤0.01% 220
2024
Q4 		$8.4K Sell
120
-8,494
-99% -$580K ﹤0.01% 257
2024
Q3 		$487K Buy
+8,614
New +$487K 0.11% 130

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morse Asset Management reduced its Wells Fargo (WFC) stake by 0.86% in Q1 2026, selling an estimated $515 and leaving 690 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #221.

Morse Asset Management first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $487K in Q3 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Morse Asset Management held 690 shares of Wells Fargo worth $55K as of Q1 2026.
  • Morse Asset Management sold 6 Wells Fargo shares in Q1 2026, an estimated $515.
  • Wells Fargo made up 0.01% of Morse Asset Management's portfolio in Q1 2026, its #221 holding.
  • Morse Asset Management first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • Morse Asset Management's Wells Fargo position peaked at $487K in Q3 2024.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.