Sage Rhino Capital’s Wells Fargo WFC Stock Holding History

Sage Rhino Capital’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	$1.53M	Sell	19,225 -241	-1%	-$20.7K	0.29%	72
2025 Q4	$1.81M	Sell	19,466 -497	-2%	-$43.1K	0.34%	60
2025 Q3	$1.67M	Sell	19,963 -1,252	-6%	-$102K	0.32%	62
2025 Q2	$1.7M	Buy	21,215 +1,696	+9%	+$122K	0.36%	58
2025 Q1	$1.4M	Sell	19,519 -350	-2%	-$26.3K	0.33%	61
2024 Q4	$1.4M	Sell	19,869 -369	-2%	-$25.2K	0.3%	65
2024 Q3	$1.14M	Buy	20,238 +36	+0.2%	+$2.04K	0.25%	79
2024 Q2	$1.2M	Buy	20,202 +263	+1%	+$15.5K	0.29%	74
2024 Q1	$1.16M	Sell	19,939 -381	-2%	-$19.9K	0.27%	74
2023 Q4	$1M	Sell	20,320 -1	-0%	-$43	0.26%	79
2023 Q3	$830K	Sell	20,321 -173	-0.8%	-$7.47K	0.23%	82
2023 Q2	$875K	Sell	20,494 -1,813	-8%	-$73K	0.24%	82
2023 Q1	$834K	Buy	22,307 +1,634	+8%	+$71.2K	0.24%	80
2022 Q4	$854K	Buy	20,673 +230	+1%	+$10.2K	0.27%	74
2022 Q3	$822K	Buy	20,443 +542	+3%	+$23.3K	0.33%	54
2022 Q2	$780K	Sell	19,901 -1,812	-8%	-$79.5K	0.3%	55
2022 Q1	$1.05M	Sell	21,713 -1,236	-5%	-$66.2K	0.32%	56
2021 Q4	$1.1M	Sell	22,949 -539	-2%	-$26.5K	0.31%	56
2021 Q3	$1.09M	Buy	23,488 +545	+2%	+$25.2K	0.33%	57
2021 Q2	$1.04M	Buy	22,943 +1,166	+5%	+$52.1K	0.31%	55
2021 Q1	$851K	Buy	21,777 +106	+0.5%	+$3.75K	0.28%	61
2020 Q4	$654K	Sell	21,671 -2,475	-10%	-$64.1K	0.26%	72
2020 Q3	$568K	Sell	24,146 -24,244	-50%	-$597K	0.27%	73
2020 Q2	$1.24M	Buy	48,390 +7,263	+18%	+$199K	0.65%	30
2020 Q1	$1.18M	Buy	41,127 +6,688	+19%	+$284K	0.85%	25
2019 Q4	$1.81M	Buy	34,439 +11,483	+50%	+$601K	1.03%	20
2019 Q3	$1.16M	Sell	22,956 -1,777	-7%	-$83.7K	0.73%	33
2019 Q2	$1.17M	Sell	24,733 -2,463	-9%	-$115K	0.75%	31
2019 Q1	$1.31M	Buy	+27,196	New	+$1.34M	0.87%	27

Other funds holding WFC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sage Rhino Capital's WFC Position: Q1 2026 in Review

Sage Rhino Capital reduced its Wells Fargo (WFC) stake by 1.2% in Q1 2026, selling an estimated $20.7K and leaving 19,225 shares worth $1.53M. The position accounts for 0.29% of the portfolio, ranked #72.

Sage Rhino Capital first reported a position in WFC in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.81M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Sage Rhino Capital held 19,225 shares of Wells Fargo worth $1.53M as of Q1 2026.
Sage Rhino Capital sold 241 Wells Fargo shares in Q1 2026, an estimated $20.7K.
Wells Fargo made up 0.29% of Sage Rhino Capital's portfolio in Q1 2026, its #72 holding.
Sage Rhino Capital first reported a position in Wells Fargo in Q1 2019 and has held it in 29 quarters since.
Sage Rhino Capital's Wells Fargo position peaked at $1.81M in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.