Sicart Associates
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Sicart Associates’s Wells Fargo WFC Stock Holding History

Sicart Associates’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 		$9.08M Sell
108,287
-600
-0.6% -$51.9K 2.2% 17
2026
Q2 		$9M Sell
108,887
-1,845
-2% -$148K 2.2% 16
2026
Q1 		$8.82M Sell
110,732
-1,200
-1% -$103K 2.26% 16
2025
Q4 		$10.4M Sell
111,932
-170
-0.2% -$14.8K 2.77% 12
2025
Q3 		$9.4M Hold
112,102
– – 2.55% 13
2025
Q2 		$8.98M Buy
112,102
+52
+0% +$3.75K 3.14% 10
2025
Q1 		$8.04M Sell
112,050
-1,975
-2% -$148K 2.78% 13
2024
Q4 		$8.01M Sell
114,025
-4,300
-4% -$294K 2.86% 12
2024
Q3 		$6.68M Sell
118,325
-2,500
-2% -$141K 2.35% 20
2024
Q2 		$7.18M Sell
120,825
-3,450
-3% -$204K 2.75% 13
2024
Q1 		$7.2M Sell
124,275
-1,500
-1% -$78.5K 2.64% 16
2023
Q4 		$6.19M Sell
125,775
-1,320
-1% -$57K 2.37% 16
2023
Q3 		$5.19M Sell
127,095
-1,033
-0.8% -$44.6K 2.04% 18
2023
Q2 		$5.47M Sell
128,128
-680
-0.5% -$27.4K 2.12% 17
2023
Q1 		$4.81M Sell
128,808
-19,610
-13% -$855K 1.87% 19
2022
Q4 		$6.13M Sell
148,418
-1,554
-1% -$68.8K 2.16% 17
2022
Q3 		$6.03M Sell
149,972
-19,990
-12% -$859K 2.14% 21
2022
Q2 		$6.66M Buy
169,962
+3,795
+2% +$167K 2.07% 20
2022
Q1 		$8.05M Sell
166,167
-9,720
-6% -$520K 2.08% 20
2021
Q4 		$8.46M Sell
175,887
-2,970
-2% -$146K 2.21% 17
2021
Q3 		$8.3M Sell
178,857
-6,280
-3% -$291K 2.26% 18
2021
Q2 		$8.38M Sell
185,137
-5,850
-3% -$261K 2% 19
2021
Q1 		$7.46M Sell
190,987
-9,910
-5% -$351K 1.97% 18
2020
Q4 		$6.06M Buy
200,897
+17,214
+9% +$446K 1.5% 23
2020
Q3 		$4.32M Buy
183,683
+11,293
+7% +$278K 1.29% 25
2020
Q2 		$4.41M Buy
+172,390
New +$4.72M 1.41% 19

Other funds holding WFC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
American Assets Inc
American Assets Inc San Diego, California $310M AUM 4.36% 1-Year Est. Return

Sicart Associates's WFC Position: Q3 2026 in Review

Sicart Associates reduced its Wells Fargo (WFC) stake by 0.55% in Q3 2026, selling an estimated $51.9K and leaving 108,287 shares worth $9.08M. The position accounts for 2.2% of the portfolio, ranked #17.

Sicart Associates first reported a position in WFC in Q2 2020 and has held it in 26 quarters since. The position peaked at $10.4M in Q4 2025. 1,225 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Sicart Associates held 108,287 shares of Wells Fargo worth $9.08M as of Q3 2026.
  • Sicart Associates sold 600 Wells Fargo shares in Q3 2026, an estimated $51.9K.
  • Wells Fargo made up 2.2% of Sicart Associates's portfolio in Q3 2026, its #17 holding.
  • Sicart Associates first reported a position in Wells Fargo in Q2 2020 and has held it in 26 quarters since.
  • Sicart Associates's Wells Fargo position peaked at $10.4M in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.