T
WFC icon

Tidemark’s Wells Fargo WFC Stock Holding History

Tidemark’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 		$57K Buy
716
+334
+87% +$28.7K 0.01% 253
2025
Q4 		$35.6K Sell
382
-17
-4% -$1.48K 0.01% 279
2025
Q3 		$33.5K Buy
399
+42
+12% +$3.41K 0.01% 296
2025
Q2 		$28.6K Buy
357
+62
+21% +$4.47K 0.01% 317
2025
Q1 		$21.2K Sell
295
-28
-9% -$2.1K 0.01% 338
2024
Q4 		$22.7K Buy
323
+81
+33% +$5.53K 0.01% 333
2024
Q3 		$13.7K Sell
242
-53
-18% -$3K 0.01% 395
2024
Q2 		$17.5K Sell
295
-114
-28% -$6.73K 0.01% 342
2024
Q1 		$23.7K Buy
409
+181
+79% +$9.47K 0.01% 316
2023
Q4 		$11.2K Buy
+228
New +$9.84K 0.01% 409

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

Tidemark's WFC Position: Q1 2026 in Review

Tidemark increased its Wells Fargo (WFC) stake by 87% in Q1 2026, buying an estimated $28.7K and bringing the position to 716 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #253.

Tidemark first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Tidemark held 716 shares of Wells Fargo worth $57K as of Q1 2026.
  • Tidemark bought 334 Wells Fargo shares in Q1 2026, an estimated $28.7K.
  • Wells Fargo made up 0.01% of Tidemark's portfolio in Q1 2026, its #253 holding.
  • Tidemark first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.