Mount Capital’s Wells Fargo WFC Stock Holding History

Mount 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 Q1	$34.3M	Hold	431,246	–	–	13.83%	2
2025 Q4	$40.2M	Hold	431,246	–	–	16.24%	2
2025 Q3	$36.1M	Hold	431,246	–	–	12.97%	3
2025 Q2	$34.6M	Sell	431,246 -200,930	-32%	-$14.5M	11.14%	3
2025 Q1	$45.4M	Hold	632,176	–	–	14.63%	1
2024 Q4	$44.4M	Sell	632,176 -72,900	-10%	-$4.98M	15.75%	1
2024 Q3	$42.2M	Sell	705,076 -60,500	-8%	-$3.42M	14.79%	1
2024 Q2	$45.5M	Hold	765,576	–	–	18.22%	1
2024 Q1	$44.4M	Hold	765,576	–	–	18.71%	1
2023 Q4	$37.7M	Sell	765,576 -147,900	-16%	-$6.38M	16.31%	1
2023 Q3	$37.3M	Sell	913,476 -20,000	-2%	-$863K	15.98%	1
2023 Q2	$39.8M	Sell	933,476 -151,800	-14%	-$6.11M	15.47%	1
2023 Q1	$40.6M	Hold	1,085,276	–	–	16.02%	1
2022 Q4	$44.8M	Sell	1,085,276 -77,100	-7%	-$3.41M	17.33%	1
2022 Q3	$46.8M	Hold	1,162,376	–	–	19.9%	1
2022 Q2	$45.5M	Hold	1,162,376	–	–	16.01%	1
2022 Q1	$56.3M	Sell	1,162,376 -100,200	-8%	-$5.36M	16.38%	1
2021 Q4	$60.6M	Buy	+1,262,576	New	+$62.2M	16.75%	1

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

Mount Capital's WFC Position: Q1 2026 in Review

Mount Capital held its Wells Fargo (WFC) position steady in Q1 2026 at 431,246 shares worth $34.3M. The position accounts for 13.83% of the portfolio, ranked #2.

Mount Capital first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $60.6M in Q4 2021. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Mount Capital held 431,246 shares of Wells Fargo worth $34.3M as of Q1 2026.
Mount Capital left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 13.83% of Mount Capital's portfolio in Q1 2026, its #2 holding.
Mount Capital first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
Mount Capital's Wells Fargo position peaked at $60.6M in Q4 2021.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mount Capital's 13F filing for Q1 2026, filed 14 May 2026.