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Sivia Capital Partners’s Wells Fargo WFC Stock Holding History

Sivia Capital Partners’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 		$1.95M Buy
23,544
+19,855
+538% +$1.6M 0.24% 90
2026
Q1 		$294K Sell
3,689
-5,210
-59% -$447K 0.06% 362
2025
Q4 		$829K Buy
8,899
+451
+5% +$39.2K 0.17% 151
2025
Q3 		$708K Buy
8,448
+75
+0.9% +$6.08K 0.2% 87
2025
Q2 		$671K Sell
8,373
-28
-0.3% -$2.02K 0.23% 77
2025
Q1 		$603K Buy
8,401
+475
+6% +$35.7K 0.28% 52
2024
Q4 		$557K Sell
7,926
-51
-0.6% -$3.48K 0.28% 46
2024
Q3 		$451K Buy
7,977
+3
+0% +$170 0.27% 64
2024
Q2 		$474K Sell
7,974
-2,330
-23% -$138K 0.32% 51
2024
Q1 		$597K Sell
10,304
-182
-2% -$9.52K 0.41% 39
2023
Q4 		$516K Buy
+10,486
New +$453K 0.39% 44

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Sivia Capital Partners's WFC Position: Q2 2026 in Review

Sivia Capital Partners increased its Wells Fargo (WFC) stake by 538% in Q2 2026, buying an estimated $1.6M and bringing the position to 23,544 shares worth $1.95M. The position accounts for 0.24% of the portfolio, ranked #90.

Sivia Capital Partners first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. 970 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sivia Capital Partners held 23,544 shares of Wells Fargo worth $1.95M as of Q2 2026.
  • Sivia Capital Partners bought 19,855 Wells Fargo shares in Q2 2026, an estimated $1.6M.
  • Wells Fargo made up 0.24% of Sivia Capital Partners's portfolio in Q2 2026, its #90 holding.
  • Sivia Capital Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • 970 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.