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Shelton Capital Management’s Wells Fargo WFC Stock Holding History

Shelton 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
2022
Q2 		– Sell
-5,500
Closed -$267K – 810
2022
Q1 		$267K Buy
+5,500
New +$294K 0.01% 623

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

Shelton Capital Management's WFC Position: Q1 2026 in Review

Shelton Capital Management increased its Wells Fargo (WFC) stake by 103% in Q1 2026, buying an estimated $2.86M and bringing the position to 65,572 shares worth $5.22M. The position accounts for 0.11% of the portfolio, ranked #141.

Shelton Capital Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $90.3M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Shelton Capital Management held 65,572 shares of Wells Fargo worth $5.22M as of Q1 2026.
  • Shelton Capital Management bought 33,343 Wells Fargo shares in Q1 2026, an estimated $2.86M.
  • Wells Fargo made up 0.11% of Shelton Capital Management's portfolio in Q1 2026, its #141 holding.
  • Shelton Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Wells Fargo position peaked at $90.3M in Q4 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.