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Spirepoint Private Client’s Wells Fargo WFC Stock Holding History

Spirepoint Private Client’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 		$684K Buy
8,593
+858
+11% +$73.7K 0.07% 156
2025
Q4 		$721K Buy
7,735
+606
+9% +$52.6K 0.07% 143
2025
Q3 		$598K Buy
+7,129
New +$578K 0.06% 158

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spirepoint Private Client's WFC Position: Q1 2026 in Review

Spirepoint Private Client increased its Wells Fargo (WFC) stake by 11% in Q1 2026, buying an estimated $73.7K and bringing the position to 8,593 shares worth $684K. The position accounts for 0.07% of the portfolio, ranked #156.

Spirepoint Private Client first reported a position in WFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $721K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Spirepoint Private Client held 8,593 shares of Wells Fargo worth $684K as of Q1 2026.
  • Spirepoint Private Client bought 858 Wells Fargo shares in Q1 2026, an estimated $73.7K.
  • Wells Fargo made up 0.07% of Spirepoint Private Client's portfolio in Q1 2026, its #156 holding.
  • Spirepoint Private Client first reported a position in Wells Fargo in Q3 2025 and has held it in 3 quarters since.
  • Spirepoint Private Client's Wells Fargo position peaked at $721K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.