SOL Capital Management’s Wells Fargo WFC Stock Holding History

SOL Capital 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 Q1	–	Sell	-48,463	Closed	-$4.52M	–	303
2025 Q4	$4.52M	Sell	48,463 -700	-1%	-$60.8K	0.41%	67
2025 Q3	$4.12M	Sell	49,163 -1,150	-2%	-$93.3K	0.37%	74
2025 Q2	$4.03M	Sell	50,313 -200	-0.4%	-$14.4K	0.39%	70
2025 Q1	$3.63M	Hold	50,513	–	–	0.4%	74
2024 Q4	$3.55M	Sell	50,513 -50	-0.1%	-$3.41K	0.4%	73
2024 Q3	$2.86M	Sell	50,563 -260	-0.5%	-$14.7K	0.32%	88
2024 Q2	$3.02M	Sell	50,823 -1,320	-3%	-$77.9K	0.36%	76
2024 Q1	$3.02M	Sell	52,143 -1,500	-3%	-$78.5K	0.38%	78
2023 Q4	$2.64M	Sell	53,643 -1,600	-3%	-$69K	0.36%	84
2023 Q3	$2.26M	Hold	55,243	–	–	0.35%	85
2023 Q2	$2.36M	Sell	55,243 -125	-0.2%	-$5.03K	0.36%	85
2023 Q1	$2.07M	Sell	55,368 -200	-0.4%	-$8.72K	0.34%	95
2022 Q4	$2.29M	Sell	55,568 -250	-0.4%	-$11.1K	0.41%	74
2022 Q3	$2.25M	Sell	55,818 -100	-0.2%	-$4.3K	0.47%	63
2022 Q2	$2.19M	Sell	55,918 -232	-0.4%	-$10.2K	0.44%	67
2022 Q1	$2.72M	Sell	56,150 -3,985	-7%	-$213K	0.49%	59
2021 Q4	$2.88M	Sell	60,135 -1,900	-3%	-$93.5K	0.52%	54
2021 Q3	$2.88M	Sell	62,035 -1,325	-2%	-$61.3K	0.57%	47
2021 Q2	$2.87M	Sell	63,360 -4,628	-7%	-$207K	0.57%	48
2021 Q1	$2.66M	Sell	67,988 -350	-0.5%	-$12.4K	0.56%	50
2020 Q4	$2.06M	Buy	68,338 +5,079	+8%	+$131K	0.48%	61
2020 Q3	$1.49M	Buy	63,259 +10,239	+19%	+$252K	0.41%	72
2020 Q2	$1.36M	Buy	53,020 +15,255	+40%	+$417K	0.38%	70
2020 Q1	$1.08M	Buy	37,765 +5,033	+15%	+$214K	0.36%	78
2019 Q4	$1.76M	Sell	32,732 -235	-0.7%	-$12.3K	0.44%	68
2019 Q3	$1.66M	Buy	32,967 +1,275	+4%	+$60.1K	0.45%	69
2019 Q2	$1.5M	Buy	31,692 +1,389	+5%	+$65K	0.41%	74
2019 Q1	$1.46M	Sell	30,303 -628	-2%	-$30.9K	0.41%	76
2018 Q4	$1.43M	Sell	30,931 -330	-1%	-$16.9K	0.46%	71
2018 Q3	$1.64M	Sell	31,261 -276	-0.9%	-$15.8K	0.44%	68
2018 Q2	$1.75M	Buy	31,537 +428	+1%	+$22.9K	0.5%	59
2018 Q1	$1.63M	Sell	31,109 -394	-1%	-$23.4K	0.47%	59
2017 Q4	$1.91M	Sell	31,503 -4,600	-13%	-$260K	0.55%	51
2017 Q3	$1.99M	Sell	36,103 -295	-0.8%	-$15.7K	0.56%	46
2017 Q2	$2.02M	Sell	36,398 -500	-1%	-$26.8K	0.55%	48
2017 Q1	$2.05M	Sell	36,898 -320	-0.9%	-$18.2K	0.58%	43
2016 Q4	$2.05M	Buy	37,218 +1,850	+5%	+$93K	0.62%	39
2016 Q3	$1.57M	Buy	35,368 +901	+3%	+$43.1K	0.52%	48
2016 Q2	$1.63M	Sell	34,467 -930	-3%	-$45.3K	0.54%	42
2016 Q1	$1.71M	Hold	35,397	–	–	0.58%	41
2015 Q4	$1.92M	Sell	35,397 -1,000	-3%	-$54.3K	0.68%	34
2015 Q3	$1.87M	Sell	36,397 -200	-0.5%	-$11K	0.72%	34
2015 Q2	$2.06M	Sell	36,597 -380	-1%	-$21.2K	0.75%	32
2015 Q1	$2.01M	Buy	36,977 +675	+2%	+$36.5K	0.74%	30
2014 Q4	$1.99M	Sell	36,302 -100	-0.3%	-$5.29K	0.77%	26
2014 Q3	$1.89M	Sell	36,402 -1,590	-4%	-$81.8K	0.78%	25
2014 Q2	$2M	Sell	37,992 -815	-2%	-$41K	0.8%	25
2014 Q1	$1.93M	Sell	38,807 -1,925	-5%	-$89.7K	0.75%	26
2013 Q4	$1.85M	Buy	40,732 +2,225	+6%	+$96.1K	0.71%	27
2013 Q3	$1.59M	Sell	38,507 -110	-0.3%	-$4.7K	0.66%	28
2013 Q2	$1.59M	Buy	+38,617	New	+$1.5M	0.65%	29

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

SOL Capital Management's WFC Position: Q1 2026 in Review

SOL Capital Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 48,463 shares — an estimated $4.52M sold.

SOL Capital Management first reported a position in WFC in Q2 2013 and held it in 51 quarters. The position peaked at $4.52M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

SOL Capital Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 48,463 Wells Fargo shares in Q1 2026, an estimated $4.52M.
SOL Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 51 quarters.
SOL Capital Management's Wells Fargo position peaked at $4.52M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.