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 Q2	$35.6M	Hold	431,246	–	–	13.45%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Capital's WFC Position: Q2 2026 in Review

Mount Capital held its Wells Fargo (WFC) position steady in Q2 2026 at 431,246 shares worth $35.6M. The position accounts for 13.45% of the portfolio, ranked #2.

Mount Capital first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $60.6M in Q4 2021. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Mount Capital held 431,246 shares of Wells Fargo worth $35.6M as of Q2 2026.
Mount Capital left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 13.45% of Mount Capital's portfolio in Q2 2026, its #2 holding.
Mount Capital first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
Mount Capital's Wells Fargo position peaked at $60.6M in Q4 2021.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Mount Capital's 13F filing for Q2 2026, filed 13 Aug 2026.