Sagewood Asset Management’s Wells Fargo WFC Stock Holding History

Sagewood Asset 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
2026 Q2	$293K	Buy	+3,548	New	+$285K	0.07%	318

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sagewood Asset Management's WFC Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in Wells Fargo (WFC) in Q2 2026: 3,548 shares worth $293K. The stake represents 0.07% of the portfolio and ranks #318 among its holdings.

2,857 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sagewood Asset Management held 3,548 shares of Wells Fargo worth $293K as of Q2 2026.
Wells Fargo was a new Sagewood Asset Management position in Q2 2026.
Wells Fargo made up 0.07% of Sagewood Asset Management's portfolio in Q2 2026, its #318 holding.
2,857 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.