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Regatta Capital Group’s Wells Fargo WFC Stock Holding History

Regatta Capital Group’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 		$699K Sell
8,454
-194
-2% -$15.6K 0.09% 121
2026
Q1 		$688K Sell
8,648
-490
-5% -$42.1K 0.1% 114
2025
Q4 		$852K Buy
9,138
+1
+0% +$87 0.13% 105
2025
Q3 		$766K Sell
9,137
-112
-1% -$9.08K 0.12% 109
2025
Q2 		$741K Sell
9,249
-44
-0.5% -$3.17K 0.13% 107
2025
Q1 		$667K Sell
9,293
-57
-0.6% -$4.28K 0.13% 102
2024
Q4 		$657K Buy
9,350
+111
+1% +$7.58K 0.13% 103
2024
Q3 		$522K Sell
9,239
-111
-1% -$6.28K 0.1% 115
2024
Q2 		$555K Sell
9,350
-164
-2% -$9.68K 0.12% 107
2024
Q1 		$551K Buy
9,514
+513
+6% +$26.8K 0.12% 108
2023
Q4 		$443K Buy
9,001
+558
+7% +$24.1K 0.12% 114
2023
Q3 		$345K Sell
8,443
-2,070
-20% -$89.4K 0.11% 124
2023
Q2 		$449K Buy
10,513
+985
+10% +$39.6K 0.14% 109
2023
Q1 		$393K Hold
9,528
– – 0.14% 122
2022
Q4 		$393K Buy
9,528
+384
+4% +$17K 0.14% 122
2022
Q3 		$358K Buy
9,144
+1,353
+17% +$58.1K 0.15% 118
2022
Q2 		$305K Sell
7,791
-1,652
-17% -$72.5K 0.15% 118
2022
Q1 		$458K Sell
9,443
-37
-0.4% -$1.98K 0.16% 108
2021
Q4 		$455K Buy
+9,480
New +$467K 0.16% 111

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

Regatta Capital Group's WFC Position: Q2 2026 in Review

Regatta Capital Group reduced its Wells Fargo (WFC) stake by 2.2% in Q2 2026, selling an estimated $15.6K and leaving 8,454 shares worth $699K. The position accounts for 0.09% of the portfolio, ranked #121.

Regatta Capital Group first reported a position in WFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $852K in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Regatta Capital Group held 8,454 shares of Wells Fargo worth $699K as of Q2 2026.
  • Regatta Capital Group sold 194 Wells Fargo shares in Q2 2026, an estimated $15.6K.
  • Wells Fargo made up 0.09% of Regatta Capital Group's portfolio in Q2 2026, its #121 holding.
  • Regatta Capital Group first reported a position in Wells Fargo in Q4 2021 and has held it in 19 quarters since.
  • Regatta Capital Group's Wells Fargo position peaked at $852K in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.