PCA
WFC icon

Pallas Capital Advisors’s Wells Fargo WFC Stock Holding History

Pallas Capital Advisors’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 		$4.42M Buy
53,450
+8,778
+20% +$705K 0.14% 129
2026
Q1 		$3.56M Buy
44,672
+3,019
+7% +$259K 0.13% 132
2025
Q4 		$3.88M Buy
41,653
+344
+0.8% +$29.9K 0.13% 135
2025
Q3 		$3.46M Buy
41,309
+302
+0.7% +$24.5K 0.13% 129
2025
Q2 		$3.29M Sell
41,007
-936
-2% -$67.5K 0.13% 130
2025
Q1 		$3.01M Buy
41,943
+2,349
+6% +$176K 0.13% 145
2024
Q4 		$2.78M Sell
39,594
-782
-2% -$53.4K 0.12% 133
2024
Q3 		$2.64M Buy
40,376
+2,459
+6% +$139K 0.11% 135
2024
Q2 		$2.25M Sell
37,917
-1,861
-5% -$110K 0.1% 146
2024
Q1 		$2.31M Buy
39,778
+276
+0.7% +$14.4K 0.1% 147
2023
Q4 		$1.94M Buy
+39,502
New +$1.7M 0.1% 143
2022
Q2 		– Sell
-5,013
Closed -$232K – 248
2022
Q1 		$232K Sell
5,013
-1,410
-22% -$75.5K 0.03% 220
2021
Q4 		$345K Buy
6,423
+392
+6% +$19.3K 0.04% 232
2021
Q3 		$314K Buy
+6,031
New +$279K 0.03% 300

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

Pallas Capital Advisors's WFC Position: Q2 2026 in Review

Pallas Capital Advisors increased its Wells Fargo (WFC) stake by 20% in Q2 2026, buying an estimated $705K and bringing the position to 53,450 shares worth $4.42M. The position accounts for 0.14% of the portfolio, ranked #129.

Pallas Capital Advisors first reported a position in WFC in Q3 2021 and has held it in 14 quarters since. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Pallas Capital Advisors held 53,450 shares of Wells Fargo worth $4.42M as of Q2 2026.
  • Pallas Capital Advisors bought 8,778 Wells Fargo shares in Q2 2026, an estimated $705K.
  • Wells Fargo made up 0.14% of Pallas Capital Advisors's portfolio in Q2 2026, its #129 holding.
  • Pallas Capital Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 14 quarters since.
  • 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.