Plato Investment Management’s Wells Fargo WFC Stock Holding History

Plato Investment 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 Q2	$6.15M	Buy	74,817 +1,286	+2%	+$103K	0.35%	57
2026 Q1	$5.86M	Sell	73,531 -1,885	-2%	-$162K	0.39%	53
2025 Q4	$7.06M	Buy	75,416 +3,487	+5%	+$303K	0.46%	43
2025 Q3	$5.98M	Hold	71,929	–	–	0.41%	47
2025 Q2	$5.74M	Buy	71,929 +357	+0.5%	+$25.7K	0.43%	44
2025 Q1	$5.19M	Sell	71,572 -11,354	-14%	-$852K	0.44%	44
2024 Q4	$5.85M	Buy	82,926 +8,361	+11%	+$571K	0.43%	47
2024 Q3	$4.21M	Buy	74,565 +2,119	+3%	+$120K	0.34%	70
2024 Q2	$4.3M	Buy	72,446 +6,956	+11%	+$411K	0.4%	57
2024 Q1	$3.8M	Buy	65,490 +61,714	+1,634%	+$3.23M	0.39%	62
2023 Q4	$186K	Buy	+3,776	New	+$163K	0.23%	104

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

Plato Investment Management's WFC Position: Q2 2026 in Review

Plato Investment Management increased its Wells Fargo (WFC) stake by 1.7% in Q2 2026, buying an estimated $103K and bringing the position to 74,817 shares worth $6.15M. The position accounts for 0.35% of the portfolio, ranked #57.

Plato Investment Management first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.06M in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Plato Investment Management held 74,817 shares of Wells Fargo worth $6.15M as of Q2 2026.
Plato Investment Management bought 1,286 Wells Fargo shares in Q2 2026, an estimated $103K.
Wells Fargo made up 0.35% of Plato Investment Management's portfolio in Q2 2026, its #57 holding.
Plato Investment Management first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Wells Fargo position peaked at $7.06M in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.