Studio Investment Management’s Wells Fargo WFC Stock Holding History

Studio 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	$825K	Sell	10,369 -455	-4%	-$39.1K	0.15%	90
2025 Q4	$1.01M	Sell	10,824 -136	-1%	-$11.8K	0.18%	79
2025 Q3	$919K	Sell	10,960 -1,602	-13%	-$130K	0.17%	83
2025 Q2	$1.01M	Sell	12,562 -122	-1%	-$8.8K	0.2%	76
2025 Q1	$911K	Sell	12,684 -3,144	-20%	-$236K	0.19%	78
2024 Q4	$1.11M	Buy	15,828 +83	+0.5%	+$5.67K	0.24%	71
2024 Q3	$889K	Sell	15,745 -915	-5%	-$51.7K	0.19%	84
2024 Q2	$989K	Buy	16,660 +575	+4%	+$33.9K	0.23%	78
2024 Q1	$932K	Sell	16,085 -1,229	-7%	-$64.3K	0.22%	74
2023 Q4	$852K	Buy	17,314 +7,068	+69%	+$305K	0.22%	73
2023 Q3	$419K	Buy	10,246 +4,920	+92%	+$212K	0.12%	95
2023 Q2	$227K	Buy	5,326 +2,934	+123%	+$118K	0.06%	124
2023 Q1	$89.4K	Buy	2,392 +1,709	+250%	+$74.5K	0.03%	131
2022 Q4	$28.2K	Buy	+683	New	+$30.2K	0.01%	145

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

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

Studio Investment Management reduced its Wells Fargo (WFC) stake by 4.2% in Q1 2026, selling an estimated $39.1K and leaving 10,369 shares worth $825K. The position accounts for 0.15% of the portfolio, ranked #90.

Studio Investment Management first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Studio Investment Management held 10,369 shares of Wells Fargo worth $825K as of Q1 2026.
Studio Investment Management sold 455 Wells Fargo shares in Q1 2026, an estimated $39.1K.
Wells Fargo made up 0.15% of Studio Investment Management's portfolio in Q1 2026, its #90 holding.
Studio Investment Management first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
Studio Investment Management's Wells Fargo position peaked at $1.11M in Q4 2024.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Studio Investment Management's 13F filing for Q1 2026, filed 5 May 2026.