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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Partners's WFC Position: Q1 2026 in Review

Regal Partners increased its Wells Fargo (WFC) stake by 9.8% in Q1 2026, buying an estimated $5.07M and bringing the position to 663,572 shares worth $52.8M. The position accounts for 2.87% of the portfolio, ranked #11.

Regal Partners first reported a position in WFC in Q4 2017 and has held it in 19 quarters since. The position peaked at $95.6M in Q2 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Regal Partners held 663,572 shares of Wells Fargo worth $52.8M as of Q1 2026.
  • Regal Partners bought 58,976 Wells Fargo shares in Q1 2026, an estimated $5.07M.
  • Wells Fargo made up 2.87% of Regal Partners's portfolio in Q1 2026, its #11 holding.
  • Regal Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 19 quarters since.
  • Regal Partners's Wells Fargo position peaked at $95.6M in Q2 2019.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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