Sunpointe’s Wells Fargo WFC Stock Holding History

Sunpointe’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	$1.22M	Buy	14,790 +10,269	+227%	+$825K	0.35%	65
2026 Q1	$360K	Buy	4,521 +7	+0.2%	+$601	0.12%	170
2025 Q4	$421K	Buy	4,514 +348	+8%	+$30.2K	0.14%	152
2025 Q3	$349K	Buy	4,166 +300	+8%	+$24.3K	0.13%	165
2025 Q2	$310K	Buy	3,866 +178	+5%	+$12.8K	0.12%	161
2025 Q1	$265K	Sell	3,688 -1,070	-22%	-$80.3K	0.14%	132
2024 Q4	$334K	Buy	4,758 +1,150	+32%	+$78.5K	0.17%	118
2024 Q3	$204K	Buy	+3,608	New	+$204K	0.17%	160

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 $3.37T AUM 44.26% 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

Sunpointe's WFC Position: Q2 2026 in Review

Sunpointe increased its Wells Fargo (WFC) stake by 227% in Q2 2026, buying an estimated $825K and bringing the position to 14,790 shares worth $1.22M. The position accounts for 0.35% of the portfolio, ranked #65.

Sunpointe first reported a position in WFC in Q3 2024 and has held it in 8 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Sunpointe held 14,790 shares of Wells Fargo worth $1.22M as of Q2 2026.
Sunpointe bought 10,269 Wells Fargo shares in Q2 2026, an estimated $825K.
Wells Fargo made up 0.35% of Sunpointe's portfolio in Q2 2026, its #65 holding.
Sunpointe first reported a position in Wells Fargo in Q3 2024 and has held it in 8 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.