Portfolio Design Labs’s Wells Fargo WFC Stock Holding History

Portfolio Design Labs’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	$2.32M	Buy	28,925 +48	+0.2%	+$4.15K	0.37%	59
2026 Q2	$2.39M	Buy	28,877 +1,420	+5%	+$114K	0.39%	55
2026 Q1	$2.19M	Sell	27,457 -3,429	-11%	-$295K	0.39%	48
2025 Q4	$2.88M	Buy	30,886 +288	+0.9%	+$25K	0.47%	37
2025 Q3	$2.56M	Buy	30,598 +16,697	+120%	+$1.35M	0.44%	47
2025 Q2	$1.11M	Sell	13,901 -15,361	-52%	-$1.11M	0.22%	78
2025 Q1	$2.1M	Sell	29,262 -38,896	-57%	-$2.92M	0.43%	71
2024 Q4	$4.79M	Buy	68,158 +11,844	+21%	+$809K	0.98%	22
2024 Q3	$3.18M	Buy	56,314 +16,428	+41%	+$929K	0.89%	28
2024 Q2	$2.37M	Buy	39,886 +4,110	+11%	+$243K	0.73%	58
2024 Q1	$2.07M	Buy	+35,776	New	+$1.87M	0.7%	62

Other funds holding WFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Portfolio Design Labs's WFC Position: Q3 2026 in Review

Portfolio Design Labs increased its Wells Fargo (WFC) stake by 0.17% in Q3 2026, buying an estimated $4.15K and bringing the position to 28,925 shares worth $2.32M. The position accounts for 0.37% of the portfolio, ranked #59.

Portfolio Design Labs first reported a position in WFC in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.79M in Q4 2024. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Portfolio Design Labs held 28,925 shares of Wells Fargo worth $2.32M as of Q3 2026.
Portfolio Design Labs bought 48 Wells Fargo shares in Q3 2026, an estimated $4.15K.
Wells Fargo made up 0.37% of Portfolio Design Labs's portfolio in Q3 2026, its #59 holding.
Portfolio Design Labs first reported a position in Wells Fargo in Q1 2024 and has held it in 11 quarters since.
Portfolio Design Labs's Wells Fargo position peaked at $4.79M in Q4 2024.
1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.