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Reflection Asset Management’s Wells Fargo WFC Stock Holding History

Reflection Asset 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 		$308K Buy
3,866
+105
+3% +$9.02K 0.19% 98
2025
Q4 		$351K Buy
+3,761
New +$327K 0.25% 75

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Reflection Asset Management's WFC Position: Q1 2026 in Review

Reflection Asset Management increased its Wells Fargo (WFC) stake by 2.8% in Q1 2026, buying an estimated $9.02K and bringing the position to 3,866 shares worth $308K. The position accounts for 0.19% of the portfolio, ranked #98.

Reflection Asset Management first reported a position in WFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $351K in Q4 2025. 2,826 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Reflection Asset Management held 3,866 shares of Wells Fargo worth $308K as of Q1 2026.
  • Reflection Asset Management bought 105 Wells Fargo shares in Q1 2026, an estimated $9.02K.
  • Wells Fargo made up 0.19% of Reflection Asset Management's portfolio in Q1 2026, its #98 holding.
  • Reflection Asset Management first reported a position in Wells Fargo in Q4 2025 and has held it in 2 quarters since.
  • Reflection Asset Management's Wells Fargo position peaked at $351K in Q4 2025.
  • 2,826 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.