Peninsula Asset Management
WFC icon

Peninsula Asset Management’s Wells Fargo WFC Stock Holding History

Peninsula 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
2026
Q3 		$308K Hold
3,851
– – 0.15% 46
2026
Q2 		$318K Hold
3,851
– – 0.15% 47
2026
Q1 		$307K Buy
+3,851
New +$331K 0.16% 49

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Nuveen
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Dimensional Fund Advisors
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Bank of New York Mellon
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Deutsche Bank
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Victory Capital Management
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Amundi
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Boston Partners
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Peninsula Asset Management's WFC Position: Q3 2026 in Review

Peninsula Asset Management held its Wells Fargo (WFC) position steady in Q3 2026 at 3,851 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #46.

Peninsula Asset Management first reported a position in WFC in Q1 2026 and has held it in 3 quarters since. The position peaked at $318K in Q2 2026. 1,991 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Peninsula Asset Management held 3,851 shares of Wells Fargo worth $308K as of Q3 2026.
  • Peninsula Asset Management left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.15% of Peninsula Asset Management's portfolio in Q3 2026, its #46 holding.
  • Peninsula Asset Management first reported a position in Wells Fargo in Q1 2026 and has held it in 3 quarters since.
  • Peninsula Asset Management's Wells Fargo position peaked at $318K in Q2 2026.
  • 1,991 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Peninsula Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.