Sherman Porfolios’s Wells Fargo WFC Stock Holding History

Sherman Porfolios’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 Q1	–	Sell	-22,374	Closed	-$2.09M	–	174
2025 Q4	$2.09M	Buy	+22,374	New	+$1.94M	0.14%	100

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios's WFC Position: Q1 2026 in Review

Sherman Porfolios sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 22,374 shares — an estimated $2.09M sold.

Sherman Porfolios first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $2.09M in Q4 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Sherman Porfolios reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Sherman Porfolios sold 22,374 Wells Fargo shares in Q1 2026, an estimated $2.09M.
Sherman Porfolios first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
Sherman Porfolios's Wells Fargo position peaked at $2.09M in Q4 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sherman Porfolios's 13F filing for Q1 2026, filed 13 May 2026.