Sapient Capital’s Wells Fargo WFC Stock Holding History

Sapient 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 Q3	$14M	Sell	174,833 -1,667	-0.9%	-$144K	0.19%	66
2026 Q2	$14.6M	Sell	176,500 -10,152	-5%	-$816K	0.19%	66
2026 Q1	$14.9M	Sell	186,652 -145,872	-44%	-$12.5M	0.22%	65
2025 Q4	$31.3M	Buy	332,524 +1,140	+0.3%	+$99K	0.44%	42
2025 Q3	$28M	Sell	331,384 -12,852	-4%	-$1.04M	0.43%	46
2025 Q2	$27.6M	Buy	344,236 +1,272	+0.4%	+$91.7K	0.49%	40
2025 Q1	$24.6M	Buy	342,964 +1,745	+0.5%	+$131K	0.49%	42
2024 Q4	$24M	Buy	341,219 +5,716	+2%	+$390K	0.46%	47
2024 Q3	$19M	Buy	335,503 +7,481	+2%	+$423K	0.38%	53
2024 Q2	$19.5M	Buy	328,022 +318,085	+3,201%	+$18.8M	0.41%	51
2024 Q1	$576K	Sell	9,937 -1,771	-15%	-$92.7K	0.01%	231
2023 Q4	$576K	Buy	+11,708	New	+$505K	0.01%	222

Other funds holding WFC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sapient Capital's WFC Position: Q3 2026 in Review

Sapient Capital reduced its Wells Fargo (WFC) stake by 0.94% in Q3 2026, selling an estimated $144K and leaving 174,833 shares worth $14M. The position accounts for 0.19% of the portfolio, ranked #66.

Sapient Capital first reported a position in WFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $31.3M in Q4 2025. 261 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

Sapient Capital held 174,833 shares of Wells Fargo worth $14M as of Q3 2026.
Sapient Capital sold 1,667 Wells Fargo shares in Q3 2026, an estimated $144K.
Wells Fargo made up 0.19% of Sapient Capital's portfolio in Q3 2026, its #66 holding.
Sapient Capital first reported a position in Wells Fargo in Q4 2023 and has held it in 12 quarters since.
Sapient Capital's Wells Fargo position peaked at $31.3M in Q4 2025.
261 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.