Regatta Capital Group
WFC icon

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
Q3 		$723K Buy
9,029
+575
+7% +$49.7K 0.09% 121
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% -$9.7K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Regatta Capital Group's WFC Position: Q3 2026 in Review

Regatta Capital Group increased its Wells Fargo (WFC) stake by 6.8% in Q3 2026, buying an estimated $49.7K and bringing the position to 9,029 shares worth $723K. 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 20 quarters since. The position peaked at $852K in Q4 2025. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Regatta Capital Group held 9,029 shares of Wells Fargo worth $723K as of Q3 2026.
  • Regatta Capital Group bought 575 Wells Fargo shares in Q3 2026, an estimated $49.7K.
  • Wells Fargo made up 0.09% of Regatta Capital Group's portfolio in Q3 2026, its #121 holding.
  • Regatta Capital Group first reported a position in Wells Fargo in Q4 2021 and has held it in 20 quarters since.
  • Regatta Capital Group's Wells Fargo position peaked at $852K in Q4 2025.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Regatta Capital Group's 13F filing for Q3 2026, filed 23 Oct 2026.