Principal Street Partners’s Wells Fargo WFC Stock Holding History

Principal Street Partners’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	$330K	Buy	4,150 +113	+3%	+$9.71K	0.05%	163
2025 Q4	$376K	Buy	4,037 +187	+5%	+$16.2K	0.06%	149
2025 Q3	$323K	Sell	3,850 -3,740	-49%	-$303K	0.05%	183
2025 Q2	$608K	Buy	7,590 +3,498	+85%	+$252K	0.06%	183
2025 Q1	$294K	Sell	4,092 -42	-1%	-$3.15K	0.05%	171
2024 Q4	$290K	Buy	4,134 +656	+19%	+$44.8K	0.06%	173
2024 Q3	$207K	Hold	3,478	–	–	0.03%	214
2024 Q2	$207K	Hold	3,478	–	–	0.04%	232
2024 Q1	$215K	Buy	+3,478	New	+$182K	0.04%	229
2023 Q4	–	Sell	-9,886	Closed	-$404K	–	235
2023 Q3	$404K	Buy	9,886 +4,948	+100%	+$214K	0.08%	174
2023 Q2	$211K	Buy	+4,938	New	+$199K	0.05%	209
2022 Q2	–	Sell	-4,546	Closed	-$220K	–	225
2022 Q1	$220K	Buy	+4,546	New	+$243K	0.05%	203

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

Principal Street Partners's WFC Position: Q1 2026 in Review

Principal Street Partners increased its Wells Fargo (WFC) stake by 2.8% in Q1 2026, buying an estimated $9.71K and bringing the position to 4,150 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #163.

Principal Street Partners first reported a position in WFC in Q1 2022 and has held it in 12 quarters since. The position peaked at $608K in Q2 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Principal Street Partners held 4,150 shares of Wells Fargo worth $330K as of Q1 2026.
Principal Street Partners bought 113 Wells Fargo shares in Q1 2026, an estimated $9.71K.
Wells Fargo made up 0.05% of Principal Street Partners's portfolio in Q1 2026, its #163 holding.
Principal Street Partners first reported a position in Wells Fargo in Q1 2022 and has held it in 12 quarters since.
Principal Street Partners's Wells Fargo position peaked at $608K in Q2 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.