Syntax Research’s Wells Fargo WFC Stock Holding History

Syntax Research’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	$162K	Hold	2,036	–	–	0.1%	71
2025 Q4	$190K	Hold	2,036	–	–	0.12%	65
2025 Q3	$171K	Hold	2,036	–	–	0.11%	69
2025 Q2	$163K	Hold	2,036	–	–	0.12%	65
2025 Q1	$146K	Hold	2,036	–	–	0.1%	72
2024 Q4	$143K	Hold	2,036	–	–	0.1%	70
2024 Q3	$115K	Hold	2,036	–	–	0.08%	71
2024 Q2	$121K	Hold	2,036	–	–	0.1%	60
2024 Q1	$118K	Hold	2,036	–	–	0.09%	67
2023 Q4	$100K	Hold	2,036	–	–	0.08%	66
2023 Q3	$83.2K	Buy	+2,036	New	+$87.9K	0.07%	73

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

Syntax Research's WFC Position: Q1 2026 in Review

Syntax Research held its Wells Fargo (WFC) position steady in Q1 2026 at 2,036 shares worth $162K. The position accounts for 0.1% of the portfolio, ranked #71.

Syntax Research first reported a position in WFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $190K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Syntax Research held 2,036 shares of Wells Fargo worth $162K as of Q1 2026.
Syntax Research left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.1% of Syntax Research's portfolio in Q1 2026, its #71 holding.
Syntax Research first reported a position in Wells Fargo in Q3 2023 and has held it in 11 quarters since.
Syntax Research's Wells Fargo position peaked at $190K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Syntax Research's 13F filing for Q1 2026, filed 24 Apr 2026.