Storgate’s Wells Fargo WFC Stock Holding History

Storgate’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	$1.85M	Buy	22,412 +12,826	+134%	+$1.03M	0.38%	43
2026 Q1	$763K	Sell	9,586 -56	-0.6%	-$4.81K	0.6%	28
2025 Q4	$899K	Buy	+9,642	New	+$837K	0.74%	18

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Storgate's WFC Position: Q2 2026 in Review

Storgate increased its Wells Fargo (WFC) stake by 134% in Q2 2026, buying an estimated $1.03M and bringing the position to 22,412 shares worth $1.85M. The position accounts for 0.38% of the portfolio, ranked #43.

Storgate first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Storgate held 22,412 shares of Wells Fargo worth $1.85M as of Q2 2026.
Storgate bought 12,826 Wells Fargo shares in Q2 2026, an estimated $1.03M.
Wells Fargo made up 0.38% of Storgate's portfolio in Q2 2026, its #43 holding.
Storgate first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.