Oak Grove Capital’s Wells Fargo WFC Stock Holding History

Oak Grove 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	–	Sell	-8,000	Closed	-$637K	–	115
2026 Q1	$637K	Sell	8,000 -1,493	-16%	-$128K	0.05%	63
2025 Q4	$885K	Buy	+9,493	New	+$824K	0.1%	49

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 $3.37T AUM 44.26% 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

Oak Grove Capital's WFC Position: Q2 2026 in Review

Oak Grove Capital sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 8,000 shares — an estimated $637K sold.

Oak Grove Capital first reported a position in WFC in Q4 2025 and held it in 2 quarters. The position peaked at $885K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Oak Grove Capital reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Oak Grove Capital sold 8,000 Wells Fargo shares in Q2 2026, an estimated $637K.
Oak Grove Capital first reported a position in Wells Fargo in Q4 2025 and held it in 2 quarters.
Oak Grove Capital's Wells Fargo position peaked at $885K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

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