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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Grove Capital's WFC Position: Q1 2026 in Review

Oak Grove Capital reduced its Wells Fargo (WFC) stake by 16% in Q1 2026, selling an estimated $128K and leaving 8,000 shares worth $637K. The position accounts for 0.05% of the portfolio, ranked #63.

Oak Grove Capital first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $885K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Oak Grove Capital held 8,000 shares of Wells Fargo worth $637K as of Q1 2026.
  • Oak Grove Capital sold 1,493 Wells Fargo shares in Q1 2026, an estimated $128K.
  • Wells Fargo made up 0.05% of Oak Grove Capital's portfolio in Q1 2026, its #63 holding.
  • Oak Grove Capital first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Oak Grove Capital's Wells Fargo position peaked at $885K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.