Potomac Fund Management’s Wells Fargo WFC Stock Holding History

Potomac Fund 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	$1.97M	Buy	24,750 +616	+3%	+$52.9K	0.07%	32
2025 Q4	$2.25M	Sell	24,134 -2,805	-10%	-$244K	0.08%	29
2025 Q3	$2.26M	Sell	26,939 -1,207	-4%	-$97.9K	0.1%	32
2025 Q2	$2.25M	Sell	28,146 -404	-1%	-$29.1K	0.13%	28
2025 Q1	$1.83M	Buy	28,550 +675	+2%	+$50.7K	0.8%	14
2024 Q4	$1.96M	Buy	+27,875	New	+$1.9M	0.11%	26

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

Potomac Fund Management's WFC Position: Q1 2026 in Review

Potomac Fund Management increased its Wells Fargo (WFC) stake by 2.6% in Q1 2026, buying an estimated $52.9K and bringing the position to 24,750 shares worth $1.97M. The position accounts for 0.07% of the portfolio, ranked #32.

Potomac Fund Management first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Potomac Fund Management held 24,750 shares of Wells Fargo worth $1.97M as of Q1 2026.
Potomac Fund Management bought 616 Wells Fargo shares in Q1 2026, an estimated $52.9K.
Wells Fargo made up 0.07% of Potomac Fund Management's portfolio in Q1 2026, its #32 holding.
Potomac Fund Management first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
Potomac Fund Management's Wells Fargo position peaked at $2.26M in Q3 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.