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 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

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Nearwater Capital Markets's WFC Position: Q1 2026 in Review

Nearwater Capital Markets opened a new position in Wells Fargo (WFC) in Q1 2026: 1,004,000 shares worth $79.9M. The stake represents 1.89% of the portfolio and ranks #16 among its holdings. This is a return to the name: Nearwater Capital Markets previously reported a position in WFC as recently as Q3 2025.

Nearwater Capital Markets first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. 2,810 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Nearwater Capital Markets held 1,004,000 shares of Wells Fargo worth $79.9M as of Q1 2026.
Wells Fargo was a new Nearwater Capital Markets position in Q1 2026.
Wells Fargo made up 1.89% of Nearwater Capital Markets's portfolio in Q1 2026, its #16 holding.
Nearwater Capital Markets first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
2,810 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.