Osbon Capital Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.31K Sell
40
-23
-37% -$1.85K ﹤0.01% 357
2026
Q1
$5.02K Buy
63
+55
+688% +$4.72K ﹤0.01% 362
2025
Q4
$746 Buy
+8
New +$695 ﹤0.01% 337

Other funds holding WFC

Osbon Capital Management's WFC Position: Q2 2026 in Review

Osbon Capital Management reduced its Wells Fargo (WFC) stake by 37% in Q2 2026, selling an estimated $1.85K and leaving 40 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Osbon Capital Management first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.02K in Q1 2026. 2,874 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Osbon Capital Management held 40 shares of Wells Fargo worth $3.31K as of Q2 2026.
  • Osbon Capital Management sold 23 Wells Fargo shares in Q2 2026, an estimated $1.85K.
  • Wells Fargo made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #357 holding.
  • Osbon Capital Management first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Wells Fargo position peaked at $5.02K in Q1 2026.
  • 2,874 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.