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Sage Mountain Advisors’s Wells Fargo WFC Stock Holding History

Sage Mountain Advisors’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 		– Sell
-23,217
Closed -$2.16M – 564
2025
Q4 		$2.16M Sell
23,217
-1,508
-6% -$131K 0.11% 94
2025
Q3 		$2.07M Buy
24,725
+4,276
+21% +$347K 0.12% 92
2025
Q2 		$1.64M Buy
20,449
+2,084
+11% +$150K 0.11% 89
2025
Q1 		$1.32M Buy
18,365
+14
+0.1% +$1.05K 0.1% 95
2024
Q4 		$1.29M Buy
18,351
+2,183
+14% +$149K 0.09% 96
2024
Q3 		$913K Buy
16,168
+331
+2% +$18.7K 0.08% 119
2024
Q2 		$941K Buy
15,837
+4,353
+38% +$257K 0.09% 103
2024
Q1 		$666K Buy
11,484
+2,075
+22% +$109K 0.07% 124
2023
Q4 		$463K Sell
9,409
-59
-0.6% -$2.55K 0.05% 140
2023
Q3 		$387K Buy
9,468
+516
+6% +$22.3K 0.05% 148
2023
Q2 		$382K Sell
8,952
-1,294
-13% -$52.1K 0.05% 146
2023
Q1 		$383K Buy
10,246
+4,142
+68% +$181K 0.06% 133
2022
Q4 		$252K Buy
+6,104
New +$270K 0.06% 127
2022
Q3 		– Sell
-6,075
Closed -$238K – 408
2022
Q2 		$238K Buy
6,075
+89
+1% +$3.91K 0.04% 388
2022
Q1 		$290K Sell
5,986
-2,964
-33% -$159K 0.05% 390
2021
Q4 		$429K Buy
8,950
+815
+10% +$40.1K 0.05% 344
2021
Q3 		$378K Buy
8,135
+985
+14% +$45.6K 0.05% 316
2021
Q2 		$324K Buy
+7,150
New +$319K 0.05% 304

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

Sage Mountain Advisors's WFC Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 23,217 shares — an estimated $2.16M sold.

Sage Mountain Advisors first reported a position in WFC in Q2 2021 and held it in 18 quarters. The position peaked at $2.16M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 23,217 Wells Fargo shares in Q1 2026, an estimated $2.16M.
  • Sage Mountain Advisors first reported a position in Wells Fargo in Q2 2021 and held it in 18 quarters.
  • Sage Mountain Advisors's Wells Fargo position peaked at $2.16M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.