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Sutton Place Investors’s Wells Fargo WFC Stock Holding History

Sutton Place Investors’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 		$258K Buy
3,238
+21
+0.7% +$1.8K 0.14% 115
2025
Q4 		$300K Sell
3,217
-31
-1% -$2.69K 0.16% 104
2025
Q3 		$272K Buy
3,248
+47
+1% +$3.81K 0.16% 106
2025
Q2 		$256K Buy
+3,201
New +$231K 0.15% 105

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

Sutton Place Investors's WFC Position: Q1 2026 in Review

Sutton Place Investors increased its Wells Fargo (WFC) stake by 0.65% in Q1 2026, buying an estimated $1.8K and bringing the position to 3,238 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #115.

Sutton Place Investors first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $300K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sutton Place Investors held 3,238 shares of Wells Fargo worth $258K as of Q1 2026.
  • Sutton Place Investors bought 21 Wells Fargo shares in Q1 2026, an estimated $1.8K.
  • Wells Fargo made up 0.14% of Sutton Place Investors's portfolio in Q1 2026, its #115 holding.
  • Sutton Place Investors first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • Sutton Place Investors's Wells Fargo position peaked at $300K in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.