Nearwater Capital Markets’s Wells Fargo WFC Stock Holding History

Nearwater Capital Markets’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	–	Sell	-1,004,000	Closed	-$79.9M	–	144
2026 Q1	$79.9M	Buy	+1,004,000	New	+$86.2M	1.89%	16
2025 Q4	–	Sell	-360,000	Closed	-$30.2M	–	179
2025 Q3	$30.2M	Sell	360,000 -140,000	-28%	-$11.4M	0.4%	49
2025 Q2	$40.1M	Sell	500,000 -175,000	-26%	-$12.6M	0.64%	27
2025 Q1	$48.5M	Buy	675,000 +140,000	+26%	+$10.5M	1.38%	15
2024 Q4	$37.6M	Buy	+535,000	New	+$36.5M	1.07%	23

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

Nearwater Capital Markets's WFC Position: Q2 2026 in Review

Nearwater Capital Markets sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 1,004,000 shares — an estimated $79.9M sold.

Nearwater Capital Markets first reported a position in WFC in Q4 2024 and held it in 5 quarters. The position peaked at $79.9M in Q1 2026. 2,882 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Nearwater Capital Markets reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Nearwater Capital Markets sold 1,004,000 Wells Fargo shares in Q2 2026, an estimated $79.9M.
Nearwater Capital Markets first reported a position in Wells Fargo in Q4 2024 and held it in 5 quarters.
Nearwater Capital Markets's Wells Fargo position peaked at $79.9M in Q1 2026.
2,882 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.