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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plato Investment Management's WFC Position: Q1 2026 in Review

Plato Investment Management reduced its Wells Fargo (WFC) stake by 2.5% in Q1 2026, selling an estimated $162K and leaving 73,531 shares worth $5.86M. The position accounts for 0.39% of the portfolio, ranked #53.

Plato Investment Management first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.06M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Plato Investment Management held 73,531 shares of Wells Fargo worth $5.86M as of Q1 2026.
Plato Investment Management sold 1,885 Wells Fargo shares in Q1 2026, an estimated $162K.
Wells Fargo made up 0.39% of Plato Investment Management's portfolio in Q1 2026, its #53 holding.
Plato Investment Management first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Wells Fargo position peaked at $7.06M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.