Princeton Capital Management’s Wells Fargo WFC Stock Holding History

Princeton 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
2026 Q1	$1.85M	Buy	23,284 +19,525	+519%	+$1.68M	0.51%	31
2025 Q4	$350K	Buy	3,759 +136	+4%	+$11.8K	0.09%	93
2025 Q3	$304K	Buy	3,623 +245	+7%	+$19.9K	0.08%	102
2025 Q2	$271K	Buy	+3,378	New	+$244K	0.08%	103
2019 Q2	–	Sell	-9	Closed	–	–	254
2019 Q1	$0	Buy	+9	New	+$443	﹤0.01%	257
2016 Q4	–	Sell	-26,950	Closed	-$1.19M	–	86
2016 Q3	$1.19M	Sell	26,950 -928	-3%	-$44.4K	1.47%	33
2016 Q2	$1.32M	Buy	27,878 +1,196	+4%	+$58.3K	1.51%	34
2016 Q1	$1.29M	Buy	26,682 +1,659	+7%	+$81.2K	1.46%	39
2015 Q4	$1.36M	Sell	25,023 -402	-2%	-$21.8K	1.53%	29
2015 Q3	$1.31M	Sell	25,425 -554	-2%	-$30.5K	1.48%	26
2015 Q2	$1.46M	Sell	25,979 -2,891	-10%	-$161K	1.48%	23
2015 Q1	$1.57M	Sell	28,870 -880	-3%	-$47.6K	1.53%	20
2014 Q4	$1.63M	Buy	+29,750	New	+$1.57M	1.62%	19

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

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

Princeton Capital Management increased its Wells Fargo (WFC) stake by 519% in Q1 2026, buying an estimated $1.68M and bringing the position to 23,284 shares worth $1.85M. The position accounts for 0.51% of the portfolio, ranked #31.

Princeton Capital Management first reported a position in WFC in Q4 2014 and has held it in 13 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Princeton Capital Management held 23,284 shares of Wells Fargo worth $1.85M as of Q1 2026.
Princeton Capital Management bought 19,525 Wells Fargo shares in Q1 2026, an estimated $1.68M.
Wells Fargo made up 0.51% of Princeton Capital Management's portfolio in Q1 2026, its #31 holding.
Princeton Capital Management first reported a position in Wells Fargo in Q4 2014 and has held it in 13 quarters since.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.