Syon Capital’s Wells Fargo WFC Stock Holding History

Syon 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 Q2	$3.16M	Buy	38,250 +4,591	+14%	+$369K	0.14%	112
2026 Q1	$2.68M	Buy	33,659 +237	+0.7%	+$20.4K	0.13%	111
2025 Q4	$3.11M	Buy	33,422 +1,351	+4%	+$117K	0.16%	94
2025 Q3	$2.69M	Buy	32,071 +6,360	+25%	+$516K	0.14%	98
2025 Q2	$2.06M	Buy	25,711 +3,212	+14%	+$232K	0.14%	107
2025 Q1	$1.62M	Buy	22,499 +3,446	+18%	+$259K	0.13%	115
2024 Q4	$1.34M	Buy	19,053 +246	+1%	+$16.8K	0.12%	124
2024 Q3	$1.06M	Sell	18,807 -514	-3%	-$29.1K	0.09%	158
2024 Q2	$1.15M	Buy	19,321 +551	+3%	+$32.5K	0.11%	137
2024 Q1	$1.09M	Buy	18,770 +755	+4%	+$39.5K	0.1%	142
2023 Q4	$887K	Buy	18,015 +1,685	+10%	+$72.7K	0.09%	160
2023 Q3	$667K	Buy	+16,330	New	+$705K	0.08%	146

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

Syon Capital's WFC Position: Q2 2026 in Review

Syon Capital increased its Wells Fargo (WFC) stake by 14% in Q2 2026, buying an estimated $369K and bringing the position to 38,250 shares worth $3.16M. The position accounts for 0.14% of the portfolio, ranked #112.

Syon Capital first reported a position in WFC in Q3 2023 and has held it in 12 quarters since. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Syon Capital held 38,250 shares of Wells Fargo worth $3.16M as of Q2 2026.
Syon Capital bought 4,591 Wells Fargo shares in Q2 2026, an estimated $369K.
Wells Fargo made up 0.14% of Syon Capital's portfolio in Q2 2026, its #112 holding.
Syon Capital first reported a position in Wells Fargo in Q3 2023 and has held it in 12 quarters since.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.