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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pallas Capital Advisors's WFC Position: Q1 2026 in Review

Pallas Capital Advisors increased its Wells Fargo (WFC) stake by 7.2% in Q1 2026, buying an estimated $259K and bringing the position to 44,672 shares worth $3.56M. The position accounts for 0.13% of the portfolio, ranked #132.

Pallas Capital Advisors first reported a position in WFC in Q3 2021 and has held it in 13 quarters since. The position peaked at $3.88M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Pallas Capital Advisors held 44,672 shares of Wells Fargo worth $3.56M as of Q1 2026.
Pallas Capital Advisors bought 3,019 Wells Fargo shares in Q1 2026, an estimated $259K.
Wells Fargo made up 0.13% of Pallas Capital Advisors's portfolio in Q1 2026, its #132 holding.
Pallas Capital Advisors first reported a position in Wells Fargo in Q3 2021 and has held it in 13 quarters since.
Pallas Capital Advisors's Wells Fargo position peaked at $3.88M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.