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 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	Sell	18,770 -17,260	-48%	-$903K	0.1%	142
2023 Q4	$1.77M	Buy	36,030 +19,700	+121%	+$850K	0.07%	166
2023 Q3	$667K	Buy	+16,330	New	+$705K	0.08%	146

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

Syon Capital's WFC Position: Q1 2026 in Review

Syon Capital increased its Wells Fargo (WFC) stake by 0.71% in Q1 2026, buying an estimated $20.4K and bringing the position to 33,659 shares worth $2.68M. The position accounts for 0.13% of the portfolio, ranked #111.

Syon Capital first reported a position in WFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.11M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Syon Capital held 33,659 shares of Wells Fargo worth $2.68M as of Q1 2026.
Syon Capital bought 237 Wells Fargo shares in Q1 2026, an estimated $20.4K.
Wells Fargo made up 0.13% of Syon Capital's portfolio in Q1 2026, its #111 holding.
Syon Capital first reported a position in Wells Fargo in Q3 2023 and has held it in 11 quarters since.
Syon Capital's Wells Fargo position peaked at $3.11M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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