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Osbon Capital Management’s Wells Fargo WFC Stock Holding History

Osbon Capital Management’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 		$5.02K Buy
63
+55
+688% +$4.72K ﹤0.01% 362
2025
Q4 		$746 Buy
+8
New +$695 ﹤0.01% 337

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

Osbon Capital Management's WFC Position: Q1 2026 in Review

Osbon Capital Management increased its Wells Fargo (WFC) stake by 688% in Q1 2026, buying an estimated $4.72K and bringing the position to 63 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Osbon Capital Management first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Osbon Capital Management held 63 shares of Wells Fargo worth $5.02K as of Q1 2026.
  • Osbon Capital Management bought 55 Wells Fargo shares in Q1 2026, an estimated $4.72K.
  • Wells Fargo made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #362 holding.
  • Osbon Capital Management first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.