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Regal Partners’s Wells Fargo WFC Stock Holding History

Regal 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
Q2 		$68.7M Buy
831,402
+167,830
+25% +$13.5M 3.79% 12
2026
Q1 		$52.8M Buy
663,572
+58,976
+10% +$5.07M 2.87% 11
2025
Q4 		$56.3M Sell
604,596
-115,252
-16% -$10M 3.25% 10
2025
Q3 		$60.3M Hold
719,848
– – 4.32% 8
2025
Q2 		$57.7M Sell
719,848
-34,000
-5% -$2.45M 4.87% 8
2025
Q1 		$54.1M Buy
753,848
+36,294
+5% +$2.72M 5.54% 7
2024
Q4 		$50.4M Sell
717,554
-184,889
-20% -$12.6M 5.1% 7
2024
Q3 		$51M Buy
902,443
+51,826
+6% +$2.93M 4.51% 7
2024
Q2 		$50.5M Sell
850,617
-70,196
-8% -$4.14M 5.23% 5
2024
Q1 		$53.4M Sell
920,813
-56,882
-6% -$2.98M 5.36% 6
2023
Q4 		$48.1M Buy
+977,695
New +$42.2M 5.12% 6
2020
Q1 		– Sell
-1,656,479
Closed -$89.1M – 9
2019
Q4 		$89.1M Sell
1,656,479
-2,515
-0.2% -$132K 7.03% 7
2019
Q3 		$83.7M Sell
1,658,994
-361,737
-18% -$17M 7.16% 7
2019
Q2 		$95.6M Buy
2,020,731
+818,770
+68% +$38.3M 8.08% 7
2019
Q1 		$58.1M Buy
1,201,961
+75,023
+7% +$3.69M 5.89% 7
2018
Q4 		$51.9M Buy
1,126,938
+160,704
+17% +$8.23M 5.6% 8
2018
Q3 		$50.8M Sell
966,234
-26,153
-3% -$1.49M 5.28% 9
2018
Q2 		$55M Buy
992,387
+123,408
+14% +$6.61M 6.05% 8
2018
Q1 		$45.5M Buy
868,979
+388,167
+81% +$23.1M 5.56% 9
2017
Q4 		$29.2M Buy
+480,812
New +$27.2M 4.22% 10

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Regal Partners's WFC Position: Q2 2026 in Review

Regal Partners increased its Wells Fargo (WFC) stake by 25% in Q2 2026, buying an estimated $13.5M and bringing the position to 831,402 shares worth $68.7M. The position accounts for 3.79% of the portfolio, ranked #12.

Regal Partners first reported a position in WFC in Q4 2017 and has held it in 20 quarters since. The position peaked at $95.6M in Q2 2019. 2,873 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Regal Partners held 831,402 shares of Wells Fargo worth $68.7M as of Q2 2026.
  • Regal Partners bought 167,830 Wells Fargo shares in Q2 2026, an estimated $13.5M.
  • Wells Fargo made up 3.79% of Regal Partners's portfolio in Q2 2026, its #12 holding.
  • Regal Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 20 quarters since.
  • Regal Partners's Wells Fargo position peaked at $95.6M in Q2 2019.
  • 2,873 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Regal Partners's 13F filing for Q2 2026, filed 14 Aug 2026.