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Oak Thistle LLC’s Wells Fargo WFC Stock Holding History

Oak Thistle LLC’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 		$5.7M Buy
71,602
+50,569
+240% +$4.34M 0.55% 23
2025
Q4 		$1.96M Buy
21,033
+17,780
+547% +$1.54M 0.27% 118
2025
Q3 		$273K Sell
3,253
-29,734
-90% -$2.41M 0.04% 428
2025
Q2 		$2.64M Buy
+32,987
New +$2.38M 0.39% 63

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 Thistle LLC's WFC Position: Q1 2026 in Review

Oak Thistle LLC increased its Wells Fargo (WFC) stake by 240% in Q1 2026, buying an estimated $4.34M and bringing the position to 71,602 shares worth $5.7M. The position accounts for 0.55% of the portfolio, ranked #23.

Oak Thistle LLC first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Oak Thistle LLC held 71,602 shares of Wells Fargo worth $5.7M as of Q1 2026.
  • Oak Thistle LLC bought 50,569 Wells Fargo shares in Q1 2026, an estimated $4.34M.
  • Wells Fargo made up 0.55% of Oak Thistle LLC's portfolio in Q1 2026, its #23 holding.
  • Oak Thistle LLC first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.