Strategy Asset Managers’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$376K Sell
4,729
-61
-1% -$5.24K 0.06% 188
2025
Q4
$446K Buy
4,790
+418
+10% +$36.3K 0.07% 164
2025
Q3
$366K Sell
4,372
-126
-3% -$10.2K 0.07% 180
2025
Q2
$360K Buy
+4,498
New +$324K 0.07% 176
2025
Q1
Sell
-12,203
Closed -$857K 270
2024
Q4
$857K Sell
12,203
-28
-0.2% -$1.91K 0.17% 96
2024
Q3
$691K Buy
+12,231
New +$692K 0.13% 122
2019
Q2
Sell
-1,917
Closed -$93K 200
2019
Q1
$93K Buy
+1,917
New +$94.3K 0.02% 135

Other funds holding WFC

Strategy Asset Managers's WFC Position: Q1 2026 in Review

Strategy Asset Managers reduced its Wells Fargo (WFC) stake by 1.3% in Q1 2026, selling an estimated $5.24K and leaving 4,729 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #188.

Strategy Asset Managers first reported a position in WFC in Q1 2019 and has held it in 7 quarters since. The position peaked at $857K in Q4 2024. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Strategy Asset Managers held 4,729 shares of Wells Fargo worth $376K as of Q1 2026.
  • Strategy Asset Managers sold 61 Wells Fargo shares in Q1 2026, an estimated $5.24K.
  • Wells Fargo made up 0.06% of Strategy Asset Managers's portfolio in Q1 2026, its #188 holding.
  • Strategy Asset Managers first reported a position in Wells Fargo in Q1 2019 and has held it in 7 quarters since.
  • Strategy Asset Managers's Wells Fargo position peaked at $857K in Q4 2024.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.