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 Q2	$2.03M	Buy	24,623 +1,339	+6%	+$108K	0.46%	33
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Princeton Capital Management's WFC Position: Q2 2026 in Review

Princeton Capital Management increased its Wells Fargo (WFC) stake by 5.8% in Q2 2026, buying an estimated $108K and bringing the position to 24,623 shares worth $2.03M. The position accounts for 0.46% of the portfolio, ranked #33.

Princeton Capital Management first reported a position in WFC in Q4 2014 and has held it in 14 quarters since. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Princeton Capital Management held 24,623 shares of Wells Fargo worth $2.03M as of Q2 2026.
Princeton Capital Management bought 1,339 Wells Fargo shares in Q2 2026, an estimated $108K.
Wells Fargo made up 0.46% of Princeton Capital Management's portfolio in Q2 2026, its #33 holding.
Princeton Capital Management first reported a position in Wells Fargo in Q4 2014 and has held it in 14 quarters since.
2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.