Sherman Asset Management’s Wells Fargo WFC Stock Holding History

Sherman 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	$143K	Hold	1,729	–	–	0.11%	65
2026 Q1	$138K	Hold	1,729	–	–	0.13%	67
2025 Q4	$161K	Hold	1,729	–	–	0.14%	68
2025 Q3	$145K	Hold	1,729	–	–	0.13%	65
2025 Q2	$139K	Hold	1,729	–	–	0.12%	69
2025 Q1	$124K	Hold	1,729	–	–	0.12%	77
2024 Q4	$121K	Buy	+1,729	New	+$118K	0.11%	78

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

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

Sherman Asset Management held its Wells Fargo (WFC) position steady in Q2 2026 at 1,729 shares worth $143K. The position accounts for 0.11% of the portfolio, ranked #65.

Sherman Asset Management first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $161K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sherman Asset Management held 1,729 shares of Wells Fargo worth $143K as of Q2 2026.
Sherman Asset Management left its Wells Fargo share count unchanged in Q2 2026.
Wells Fargo made up 0.11% of Sherman Asset Management's portfolio in Q2 2026, its #65 holding.
Sherman Asset Management first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's Wells Fargo position peaked at $161K in Q4 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.