Shepherd Street Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.84M Buy
32,433
+3,973
+14% +$319K 2.49% 10
2026
Q1
$2.27M Sell
28,460
-1,937
-6% -$166K 2.23% 11
2025
Q4
$2.83M Buy
+30,397
New +$2.64M 2.72% 9

Other funds holding WFC

Shepherd Street Advisors's WFC Position: Q2 2026 in Review

Shepherd Street Advisors increased its Wells Fargo (WFC) stake by 14% in Q2 2026, buying an estimated $319K and bringing the position to 32,433 shares worth $2.84M. The position accounts for 2.49% of the portfolio, ranked #10.

Shepherd Street Advisors first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,864 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Shepherd Street Advisors held 32,433 shares of Wells Fargo worth $2.84M as of Q2 2026.
  • Shepherd Street Advisors bought 3,973 Wells Fargo shares in Q2 2026, an estimated $319K.
  • Wells Fargo made up 2.49% of Shepherd Street Advisors's portfolio in Q2 2026, its #10 holding.
  • Shepherd Street Advisors first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • 2,864 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.