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Stonebrook Private’s Wells Fargo WFC Stock Holding History

Stonebrook Private’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 		$417K Buy
5,240
+473
+10% +$40.6K 0.09% 137
2025
Q4 		$444K Buy
4,767
+256
+6% +$22.2K 0.09% 132
2025
Q3 		$378K Buy
4,511
+118
+3% +$9.57K 0.08% 148
2025
Q2 		$352K Sell
4,393
-108
-2% -$7.79K 0.08% 146
2025
Q1 		$323K Buy
4,501
+462
+11% +$34.7K 0.08% 147
2024
Q4 		$284K Buy
4,039
+248
+7% +$16.9K 0.07% 145
2024
Q3 		$214K Buy
+3,791
New +$214K 0.06% 168

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

Stonebrook Private's WFC Position: Q1 2026 in Review

Stonebrook Private increased its Wells Fargo (WFC) stake by 9.9% in Q1 2026, buying an estimated $40.6K and bringing the position to 5,240 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #137.

Stonebrook Private first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $444K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Stonebrook Private held 5,240 shares of Wells Fargo worth $417K as of Q1 2026.
  • Stonebrook Private bought 473 Wells Fargo shares in Q1 2026, an estimated $40.6K.
  • Wells Fargo made up 0.09% of Stonebrook Private's portfolio in Q1 2026, its #137 holding.
  • Stonebrook Private first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • Stonebrook Private's Wells Fargo position peaked at $444K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.