Prelude Capital Management’s Wells Fargo WFC Stock Holding History

Prelude Capital 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
2024 Q2	–	Sell	-4,000	Closed	-$232K	–	1526
2024 Q1	$232K	Buy	+4,000	New	+$209K	0.01%	1036
2022 Q1	–	Sell	-62,600	Closed	-$3M	–	2278
2021 Q4	$3M	Sell	62,600 -300	-0.5%	-$14.8K	0.08%	204
2021 Q3	$2.92M	Buy	62,900 +300	+0.5%	+$13.9K	0.07%	199
2021 Q2	$2.38M	Sell	62,600 -2,000	-3%	-$89.3K	0.07%	242
2021 Q1	$2.52M	Sell	64,600 -140,200	-68%	-$4.96M	0.07%	270
2020 Q4	$6.18M	Buy	+204,800	New	+$5.3M	0.16%	76
2020 Q3	–	Sell	-8,200	Closed	-$210K	–	2407
2020 Q2	$210K	Buy	8,200 +8,000	+4,000%	+$219K	0.01%	726
2020 Q1	$6K	Sell	200 -1,000	-83%	-$42.5K	﹤0.01%	1215
2019 Q4	$65K	Buy	+1,200	New	+$62.9K	﹤0.01%	1258
2019 Q2	–	Sell	-5,200	Closed	-$251K	–	2189
2019 Q1	$251K	Buy	+5,200	New	+$256K	0.01%	641
2018 Q2	–	Sell	-26,700	Closed	-$1.4M	–	1971
2018 Q1	$1.4M	Buy	+26,700	New	+$1.59M	0.1%	201
2017 Q4	–	Sell	-6,800	Closed	-$375K	–	1753
2017 Q3	$375K	Buy	+6,800	New	+$361K	0.03%	453
2016 Q1	–	Sell	-56,000	Closed	-$3.04M	–	1549
2015 Q4	$3.04M	Hold	56,000	–	–	0.47%	37
2015 Q3	$2.88M	Buy	+56,000	New	+$3.08M	0.42%	45

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

Prelude Capital Management's WFC Position: Q1 2026 in Review

Prelude Capital Management opened a new position in Wells Fargo (WFC) in Q1 2026: 2,922 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #837 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in WFC as recently as Q3 2025.

Prelude Capital Management first reported a position in WFC in Q4 2013 and has held it in 28 quarters since. The position peaked at $2.79M in Q1 2021. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Prelude Capital Management held 2,922 shares of Wells Fargo worth $233K as of Q1 2026.
Wells Fargo was a new Prelude Capital Management position in Q1 2026.
Wells Fargo made up 0.02% of Prelude Capital Management's portfolio in Q1 2026, its #837 holding.
Prelude Capital Management first reported a position in Wells Fargo in Q4 2013 and has held it in 28 quarters since.
Prelude Capital Management's Wells Fargo position peaked at $2.79M in Q1 2021.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.