Peak Asset Management’s Wells Fargo WFC Stock Holding History

Peak Asset 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
2022 Q1	–	Sell	-100	Closed	-$5K	–	143
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	141
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	137
2021 Q2	$5K	Sell	100 -100	-50%	-$4.46K	﹤0.01%	141
2021 Q1	$8K	Hold	200	–	–	﹤0.01%	152
2020 Q4	$6K	Buy	+200	New	+$5.18K	﹤0.01%	149

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 $3.38T AUM 44.17% 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

Peak Asset Management's WFC Position: Q2 2026 in Review

Peak Asset Management increased its Wells Fargo (WFC) stake by 97% in Q2 2026, buying an estimated $1.15M and bringing the position to 29,178 shares worth $2.41M. The position accounts for 0.35% of the portfolio, ranked #52.

Peak Asset Management first reported a position in WFC in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.25M in Q4 2017. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Peak Asset Management held 29,178 shares of Wells Fargo worth $2.41M as of Q2 2026.
Peak Asset Management bought 14,332 Wells Fargo shares in Q2 2026, an estimated $1.15M.
Wells Fargo made up 0.35% of Peak Asset Management's portfolio in Q2 2026, its #52 holding.
Peak Asset Management first reported a position in Wells Fargo in Q4 2014 and has held it in 47 quarters since.
Peak Asset Management's Wells Fargo position peaked at $6.25M in Q4 2017.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.