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OpenArc Corporate Advisory’s Wells Fargo WFC Stock Holding History

OpenArc Corporate Advisory’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 		$16.4M Sell
198,135
-9,508
-5% -$764K 0.19% 87
2026
Q1 		$16.5M Buy
207,643
+21,811
+12% +$1.87M 0.24% 73
2025
Q4 		$17.3M Buy
+185,832
New +$16.1M 0.29% 55

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OpenArc Corporate Advisory's WFC Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its Wells Fargo (WFC) stake by 4.6% in Q2 2026, selling an estimated $764K and leaving 198,135 shares worth $16.4M. The position accounts for 0.19% of the portfolio, ranked #87.

OpenArc Corporate Advisory first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.3M in Q4 2025. 2,859 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • OpenArc Corporate Advisory held 198,135 shares of Wells Fargo worth $16.4M as of Q2 2026.
  • OpenArc Corporate Advisory sold 9,508 Wells Fargo shares in Q2 2026, an estimated $764K.
  • Wells Fargo made up 0.19% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #87 holding.
  • OpenArc Corporate Advisory first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • OpenArc Corporate Advisory's Wells Fargo position peaked at $17.3M in Q4 2025.
  • 2,859 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.