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Panoramic Capital Partners’s Wells Fargo WFC Stock Holding History

Panoramic Capital Partners’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 		$239K Sell
3,006
-25
-0.8% -$2.15K 0.15% 52
2025
Q4 		$282K Buy
3,031
+70
+2% +$6.08K 0.17% 43
2025
Q3 		$248K Buy
2,961
+36
+1% +$2.92K 0.16% 51
2025
Q2 		$245K Buy
+2,925
New +$211K 0.17% 51

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

Panoramic Capital Partners's WFC Position: Q1 2026 in Review

Panoramic Capital Partners reduced its Wells Fargo (WFC) stake by 0.82% in Q1 2026, selling an estimated $2.15K and leaving 3,006 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #52.

Panoramic Capital Partners first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Panoramic Capital Partners held 3,006 shares of Wells Fargo worth $239K as of Q1 2026.
  • Panoramic Capital Partners sold 25 Wells Fargo shares in Q1 2026, an estimated $2.15K.
  • Wells Fargo made up 0.15% of Panoramic Capital Partners's portfolio in Q1 2026, its #52 holding.
  • Panoramic Capital Partners first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • Panoramic Capital Partners's Wells Fargo position peaked at $282K in Q4 2025.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.