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	–	1527
2024 Q1	$232K	Buy	+4,000	New	+$209K	0.01%	1037
2023 Q4	–	Sell	-14,000	Closed	-$572K	–	1376
2023 Q3	$572K	Buy	14,000 +4,000	+40%	+$173K	0.04%	427
2023 Q2	$427K	Hold	10,000	–	–	0.03%	527
2023 Q1	$374K	Buy	+10,000	New	+$436K	0.02%	565
2021 Q2	–	Sell	-114,300	Closed	-$4.47M	–	2007
2021 Q1	$4.47M	Buy	114,300 +14,200	+14%	+$503K	0.11%	119
2020 Q4	$3.02M	Buy	+100,100	New	+$2.59M	0.08%	197
2019 Q4	–	Sell	-5,400	Closed	-$272K	–	2289
2019 Q3	$272K	Buy	+5,400	New	+$254K	0.01%	683
2018 Q4	–	Sell	-1,000	Closed	-$53K	–	2200
2018 Q3	$53K	Sell	1,000 -1,200	-55%	-$68.5K	﹤0.01%	1127
2018 Q2	$122K	Buy	+2,200	New	+$118K	0.01%	862
2018 Q1	–	Sell	-8,100	Closed	-$491K	–	1741
2017 Q4	$491K	Buy	+8,100	New	+$457K	0.04%	436

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. 2,800 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.
2,800 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.