Sonata Capital Group
WFC icon

Sonata Capital Group’s Wells Fargo WFC Stock Holding History

Sonata Capital Group’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 		$273K Hold
3,415
– – 0.09% 117
2026
Q2 		$282K Sell
3,415
-1,000
-23% -$80.4K 0.09% 112
2026
Q1 		$351K Sell
4,415
-100
-2% -$8.59K 0.13% 90
2025
Q4 		$421K Buy
4,515
+1,000
+28% +$86.8K 0.15% 82
2025
Q3 		$295K Buy
3,515
+400
+13% +$32.4K 0.11% 101
2025
Q2 		$250K Hold
3,115
– – 0.1% 105
2025
Q1 		$224K Hold
3,115
– – 0.1% 107
2024
Q4 		$219K Buy
+3,115
New +$213K 0.09% 109
2022
Q2 		– Sell
-4,250
Closed -$206K – 117
2022
Q1 		$206K Hold
4,250
– – 0.09% 115
2021
Q4 		$204K Buy
+4,250
New +$209K 0.09% 121
2018
Q3 		– Sell
-3,750
Closed -$208K – 109
2018
Q2 		$208K Sell
3,750
-300
-7% -$16.1K 0.15% 100
2018
Q1 		$212K Sell
4,050
-2,150
-35% -$128K 0.16% 103
2017
Q4 		$376K Hold
6,200
– – 0.27% 79
2017
Q3 		$342K Hold
6,200
– – 0.25% 83
2017
Q2 		$344K Hold
6,200
– – 0.26% 82
2017
Q1 		$345K Sell
6,200
-1,000
-14% -$56.7K 0.26% 82
2016
Q4 		$397K Buy
7,200
+850
+13% +$42.7K 0.31% 71
2016
Q3 		$281K Hold
6,350
– – 0.23% 85
2016
Q2 		$301K Hold
6,350
– – 0.26% 77
2016
Q1 		$307K Sell
6,350
-550
-8% -$26.9K 0.27% 76
2015
Q4 		$375K Sell
6,900
-102
-1% -$5.54K 0.33% 74
2015
Q3 		$360K Hold
7,002
– – 0.33% 70
2015
Q2 		$394K Hold
7,002
– – 0.34% 68
2015
Q1 		$381K Hold
7,002
– – 0.33% 70
2014
Q4 		$384K Buy
+7,002
New +$371K 0.35% 65

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sonata Capital Group's WFC Position: Q3 2026 in Review

Sonata Capital Group held its Wells Fargo (WFC) position steady in Q3 2026 at 3,415 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #117.

Sonata Capital Group first reported a position in WFC in Q4 2014 and has held it in 25 quarters since. The position peaked at $421K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Sonata Capital Group held 3,415 shares of Wells Fargo worth $273K as of Q3 2026.
  • Sonata Capital Group left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up 0.09% of Sonata Capital Group's portfolio in Q3 2026, its #117 holding.
  • Sonata Capital Group first reported a position in Wells Fargo in Q4 2014 and has held it in 25 quarters since.
  • Sonata Capital Group's Wells Fargo position peaked at $421K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.