RCG
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
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 $5.7T 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 $1.47T 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