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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunpointe's WFC Position: Q1 2026 in Review

Sunpointe increased its Wells Fargo (WFC) stake by 0.16% in Q1 2026, buying an estimated $601 and bringing the position to 4,521 shares worth $360K. The position accounts for 0.12% of the portfolio, ranked #170.

Sunpointe first reported a position in WFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $421K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sunpointe held 4,521 shares of Wells Fargo worth $360K as of Q1 2026.
  • Sunpointe bought 7 Wells Fargo shares in Q1 2026, an estimated $601.
  • Wells Fargo made up 0.12% of Sunpointe's portfolio in Q1 2026, its #170 holding.
  • Sunpointe first reported a position in Wells Fargo in Q3 2024 and has held it in 7 quarters since.
  • Sunpointe's Wells Fargo position peaked at $421K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.