Ossiam’s Wells Fargo WFC Stock Holding History

Ossiam’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	$15.7M	Buy	+190,536	New	+$15.3M	0.21%	78
2025 Q4	–	Sell	-14,394	Closed	-$1.21M	–	710
2025 Q3	$1.21M	Buy	+14,394	New	+$1.17M	0.02%	428
2023 Q2	–	Sell	-4,500	Closed	-$168K	–	722
2023 Q1	$168K	Buy	+4,500	New	+$196K	﹤0.01%	503
2022 Q2	–	Sell	-700,000	Closed	-$33.9M	–	489
2022 Q1	$33.9M	Buy	700,000 +175,000	+33%	+$9.37M	0.89%	28
2021 Q4	$25.2M	Sell	525,000 -25,000	-5%	-$1.23M	0.66%	37
2021 Q3	$25.5M	Buy	+550,000	New	+$25.5M	0.72%	30
2021 Q2	–	Sell	-551,000	Closed	-$21.5M	–	494
2021 Q1	$21.5M	Buy	551,000 +347,436	+171%	+$12.3M	0.67%	37
2020 Q4	$6.14M	Sell	203,564 -225,179	-53%	-$5.83M	0.21%	94
2020 Q3	$10.1M	Buy	428,743 +84,159	+24%	+$2.07M	0.42%	40
2020 Q2	$8.82M	Buy	+344,584	New	+$9.43M	0.56%	37
2019 Q4	–	Sell	-1,000,000	Closed	-$50.4M	–	516
2019 Q3	$50.4M	Buy	+1,000,000	New	+$47.1M	3.52%	4

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ossiam's WFC Position: Q2 2026 in Review

Ossiam opened a new position in Wells Fargo (WFC) in Q2 2026: 190,536 shares worth $15.7M. The stake represents 0.21% of the portfolio and ranks #78 among its holdings. This is a return to the name: Ossiam previously reported a position in WFC as recently as Q3 2025.

Ossiam first reported a position in WFC in Q3 2019 and has held it in 11 quarters since. The position peaked at $50.4M in Q3 2019. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Ossiam held 190,536 shares of Wells Fargo worth $15.7M as of Q2 2026.
Wells Fargo was a new Ossiam position in Q2 2026.
Wells Fargo made up 0.21% of Ossiam's portfolio in Q2 2026, its #78 holding.
Ossiam first reported a position in Wells Fargo in Q3 2019 and has held it in 11 quarters since.
Ossiam's Wells Fargo position peaked at $50.4M in Q3 2019.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.