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
Q2
$200K Sell
2,421
-2,308
-49% -$185K 0.03% 264
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: Q2 2026 in Review

Strategy Asset Managers reduced its Wells Fargo (WFC) stake by 49% in Q2 2026, selling an estimated $185K and leaving 2,421 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #264.

Strategy Asset Managers first reported a position in WFC in Q1 2019 and has held it in 8 quarters since. The position peaked at $857K in Q4 2024. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Strategy Asset Managers held 2,421 shares of Wells Fargo worth $200K as of Q2 2026.
  • Strategy Asset Managers sold 2,308 Wells Fargo shares in Q2 2026, an estimated $185K.
  • Wells Fargo made up 0.03% of Strategy Asset Managers's portfolio in Q2 2026, its #264 holding.
  • Strategy Asset Managers first reported a position in Wells Fargo in Q1 2019 and has held it in 8 quarters since.
  • Strategy Asset Managers's Wells Fargo position peaked at $857K in Q4 2024.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.