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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
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

Peak Asset Management's WFC Position: Q1 2026 in Review

Peak Asset Management reduced its Wells Fargo (WFC) stake by 44% in Q1 2026, selling an estimated $1.02M and leaving 14,846 shares worth $1.18M. The position accounts for 0.21% of the portfolio, ranked #69.

Peak Asset Management first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.25M in Q4 2017. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Peak Asset Management held 14,846 shares of Wells Fargo worth $1.18M as of Q1 2026.
  • Peak Asset Management sold 11,872 Wells Fargo shares in Q1 2026, an estimated $1.02M.
  • Wells Fargo made up 0.21% of Peak Asset Management's portfolio in Q1 2026, its #69 holding.
  • Peak Asset Management first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
  • Peak Asset Management's Wells Fargo position peaked at $6.25M in Q4 2017.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.