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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sicart Associates's WFC Position: Q2 2026 in Review

Sicart Associates reduced its Wells Fargo (WFC) stake by 1.7% in Q2 2026, selling an estimated $148K and leaving 108,887 shares worth $9M. The position accounts for 2.2% of the portfolio, ranked #16.

Sicart Associates first reported a position in WFC in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.4M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sicart Associates held 108,887 shares of Wells Fargo worth $9M as of Q2 2026.
  • Sicart Associates sold 1,845 Wells Fargo shares in Q2 2026, an estimated $148K.
  • Wells Fargo made up 2.2% of Sicart Associates's portfolio in Q2 2026, its #16 holding.
  • Sicart Associates first reported a position in Wells Fargo in Q2 2020 and has held it in 25 quarters since.
  • Sicart Associates's Wells Fargo position peaked at $10.4M in Q4 2025.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sicart Associates's 13F filing for Q2 2026, filed 11 Aug 2026.