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Piedmont Capital Management (North Carolina)’s Wells Fargo WFC Stock Holding History

Piedmont Capital Management (North Carolina)’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 		$330K Hold
4,140
– – 0.22% 70
2025
Q4 		$386K Buy
+4,140
New +$359K 0.25% 62

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Capital Research Global Investors
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Wellington Management Group
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VPM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Piedmont Capital Management (North Carolina)'s WFC Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) held its Wells Fargo (WFC) position steady in Q1 2026 at 4,140 shares worth $330K. The position accounts for 0.22% of the portfolio, ranked #70.

Piedmont Capital Management (North Carolina) first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $386K in Q4 2025. 2,806 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Piedmont Capital Management (North Carolina) held 4,140 shares of Wells Fargo worth $330K as of Q1 2026.
  • Piedmont Capital Management (North Carolina) left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.22% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #70 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Piedmont Capital Management (North Carolina)'s Wells Fargo position peaked at $386K in Q4 2025.
  • 2,806 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.