Ogorek Anthony Joseph’s Wells Fargo WFC Stock Holding History

Ogorek Anthony Joseph’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	$78K	Sell	985 -224	-19%	-$19.2K	0.02%	124
2025 Q4	$112K	Sell	1,209 -349	-22%	-$30.3K	0.03%	100
2025 Q3	$130K	Sell	1,558 -59	-4%	-$4.78K	0.04%	95
2025 Q2	$129K	Sell	1,617 -434	-21%	-$31.3K	0.04%	88
2025 Q1	$147K	Buy	2,051 +1,909	+1,344%	+$143K	0.05%	79
2024 Q4	$9K	Hold	142	–	–	﹤0.01%	232
2024 Q3	$8K	Buy	+142	New	+$8.03K	﹤0.01%	221
2023 Q3	–	Sell	-138	Closed	-$5.96K	–	284
2023 Q2	$5K	Buy	+138	New	+$5.55K	﹤0.01%	215

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ogorek Anthony Joseph's WFC Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its Wells Fargo (WFC) stake by 19% in Q1 2026, selling an estimated $19.2K and leaving 985 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #124.

Ogorek Anthony Joseph first reported a position in WFC in Q2 2023 and has held it in 8 quarters since. The position peaked at $147K in Q1 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Ogorek Anthony Joseph held 985 shares of Wells Fargo worth $78K as of Q1 2026.
Ogorek Anthony Joseph sold 224 Wells Fargo shares in Q1 2026, an estimated $19.2K.
Wells Fargo made up 0.02% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #124 holding.
Ogorek Anthony Joseph first reported a position in Wells Fargo in Q2 2023 and has held it in 8 quarters since.
Ogorek Anthony Joseph's Wells Fargo position peaked at $147K in Q1 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.