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Swan Capital’s Wells Fargo WFC Stock Holding History

Swan Capital’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 		$11.9K Hold
150
– – ﹤0.01% 181
2025
Q4 		$14K Hold
150
– – 0.01% 153
2025
Q3 		$12.6K Hold
150
– – 0.01% 145
2025
Q2 		$12K Hold
150
– – 0.01% 143
2025
Q1 		$10.8K Hold
150
– – 0.01% 138
2024
Q4 		$10.5K Hold
150
– – 0.01% 128
2024
Q3 		$8.47K Hold
150
– – ﹤0.01% 147
2024
Q2 		$8.91K Buy
+150
New +$8.86K ﹤0.01% 135

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

Swan Capital's WFC Position: Q1 2026 in Review

Swan Capital held its Wells Fargo (WFC) position steady in Q1 2026 at 150 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Swan Capital first reported a position in WFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $14K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Swan Capital held 150 shares of Wells Fargo worth $11.9K as of Q1 2026.
  • Swan Capital left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #181 holding.
  • Swan Capital first reported a position in Wells Fargo in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's Wells Fargo position peaked at $14K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.