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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

Sonata Capital Group's WFC Position: Q2 2026 in Review

Sonata Capital Group reduced its Wells Fargo (WFC) stake by 23% in Q2 2026, selling an estimated $80.4K and leaving 3,415 shares worth $282K. The position accounts for 0.09% of the portfolio, ranked #112.

Sonata Capital Group first reported a position in WFC in Q4 2014 and has held it in 24 quarters since. The position peaked at $421K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sonata Capital Group held 3,415 shares of Wells Fargo worth $282K as of Q2 2026.
  • Sonata Capital Group sold 1,000 Wells Fargo shares in Q2 2026, an estimated $80.4K.
  • Wells Fargo made up 0.09% of Sonata Capital Group's portfolio in Q2 2026, its #112 holding.
  • Sonata Capital Group first reported a position in Wells Fargo in Q4 2014 and has held it in 24 quarters since.
  • Sonata Capital Group's Wells Fargo position peaked at $421K in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.