Stratos Investment Management’s Wells Fargo WFC Stock Holding History

Stratos Investment Management’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	$6.67M	Buy	83,819 +32,542	+63%	+$2.8M	0.27%	82
2025 Q4	$4.78M	Buy	51,277 +666	+1%	+$57.8K	0.19%	91
2025 Q3	$4.24M	Buy	50,611 +1,466	+3%	+$119K	0.18%	93
2025 Q2	$3.94M	Buy	49,145 +38,517	+362%	+$2.78M	0.18%	95
2025 Q1	$763K	Buy	10,628 +962	+10%	+$72.2K	0.04%	179
2024 Q4	$679K	Buy	9,666 +762	+9%	+$52K	0.04%	152
2024 Q3	$503K	Sell	8,904 -487	-5%	-$27.5K	0.04%	159
2024 Q2	$558K	Buy	9,391 +165	+2%	+$9.74K	0.05%	138
2024 Q1	$535K	Buy	+9,226	New	+$483K	0.05%	132
2020 Q3	–	Sell	-12,996	Closed	-$333K	–	112
2020 Q2	$333K	Buy	+12,996	New	+$356K	0.14%	90
2019 Q2	–	Sell	-5,491	Closed	-$265K	–	76
2019 Q1	$265K	Buy	+5,491	New	+$270K	0.21%	64

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Investment Management's WFC Position: Q1 2026 in Review

Stratos Investment Management increased its Wells Fargo (WFC) stake by 63% in Q1 2026, buying an estimated $2.8M and bringing the position to 83,819 shares worth $6.67M. The position accounts for 0.27% of the portfolio, ranked #82.

Stratos Investment Management first reported a position in WFC in Q1 2019 and has held it in 11 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Stratos Investment Management held 83,819 shares of Wells Fargo worth $6.67M as of Q1 2026.
Stratos Investment Management bought 32,542 Wells Fargo shares in Q1 2026, an estimated $2.8M.
Wells Fargo made up 0.27% of Stratos Investment Management's portfolio in Q1 2026, its #82 holding.
Stratos Investment Management first reported a position in Wells Fargo in Q1 2019 and has held it in 11 quarters since.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.