Requisite Capital Management’s Wells Fargo WFC Stock Holding History

Requisite Capital Management’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
2025 Q4	–	Sell	-6,400	Closed	-$536K	–	377
2025 Q3	$536K	Buy	+6,400	New	+$519K	0.09%	103
2021 Q3	–	Sell	-15,905	Closed	-$720K	–	93
2021 Q2	$720K	Hold	15,905	–	–	0.12%	43
2021 Q1	$621K	Buy	15,905 +5,000	+46%	+$177K	0.14%	37
2020 Q4	$329K	Hold	10,905	–	–	0.1%	47
2020 Q3	$256K	Sell	10,905 -2,000	-15%	-$49.3K	0.09%	54
2020 Q2	$330K	Buy	+12,905	New	+$353K	0.13%	47
2020 Q1	–	Sell	-15,905	Closed	-$856K	–	95
2019 Q4	$856K	Hold	15,905	–	–	0.29%	34
2019 Q3	$802K	Hold	15,905	–	–	0.31%	37
2019 Q2	$753K	Buy	15,905 +15,000	+1,657%	+$701K	0.29%	42
2019 Q1	$44K	Buy	+905	New	+$44.5K	0.02%	121

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Requisite Capital Management's WFC Position: Q4 2025 in Review

Requisite Capital Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 6,400 shares — an estimated $536K sold.

Requisite Capital Management first reported a position in WFC in Q1 2019 and held it in 10 quarters. The position peaked at $856K in Q4 2019. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Requisite Capital Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Requisite Capital Management sold 6,400 Wells Fargo shares in Q4 2025, an estimated $536K.
Requisite Capital Management first reported a position in Wells Fargo in Q1 2019 and held it in 10 quarters.
Requisite Capital Management's Wells Fargo position peaked at $856K in Q4 2019.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Requisite Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.