Opinicus Capital
WFC icon

Opinicus Capital’s Wells Fargo WFC Stock Holding History

Opinicus 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
Q3 		$861K Sell
10,761
-151
-1% -$13.1K 0.46% 52
2026
Q2 		$902K Sell
10,912
-199
-2% -$16K 0.48% 52
2026
Q1 		$885K Buy
11,111
+391
+4% +$33.6K 0.62% 49
2025
Q4 		$999K Buy
10,720
+11
+0.1% +$955 0.7% 44
2025
Q3 		$898K Buy
10,709
+467
+5% +$37.9K 0.62% 49
2025
Q2 		$821K Buy
10,242
+955
+10% +$68.9K 0.62% 51
2025
Q1 		$667K Buy
+9,287
New +$697K 0.59% 51

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Opinicus Capital's WFC Position: Q3 2026 in Review

Opinicus Capital reduced its Wells Fargo (WFC) stake by 1.4% in Q3 2026, selling an estimated $13.1K and leaving 10,761 shares worth $861K. The position accounts for 0.46% of the portfolio, ranked #52.

Opinicus Capital first reported a position in WFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $999K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Opinicus Capital held 10,761 shares of Wells Fargo worth $861K as of Q3 2026.
  • Opinicus Capital sold 151 Wells Fargo shares in Q3 2026, an estimated $13.1K.
  • Wells Fargo made up 0.46% of Opinicus Capital's portfolio in Q3 2026, its #52 holding.
  • Opinicus Capital first reported a position in Wells Fargo in Q1 2025 and has held it in 7 quarters since.
  • Opinicus Capital's Wells Fargo position peaked at $999K in Q4 2025.
  • 2,126 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.