Towarzystwo Funduszy Inwestycyjnych PZU SA’s Wells Fargo WFC Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$669K	Buy	8,092 +512	+7%	+$41.1K	0.19%	86
2026 Q1	$603K	Sell	7,580 -670	-8%	-$57.5K	0.2%	78
2025 Q4	$769K	Hold	8,250	–	–	0.19%	65
2025 Q3	$692K	Buy	8,250 +4,580	+125%	+$371K	0.16%	72
2025 Q2	$294K	Buy	3,670 +230	+7%	+$16.6K	0.08%	121
2025 Q1	$247K	Sell	3,440 -50	-1%	-$3.75K	0.08%	114
2024 Q4	$245K	Buy	3,490 +540	+18%	+$36.9K	0.08%	107
2024 Q3	$167K	Hold	2,950	–	–	0.06%	136
2024 Q2	$175K	Hold	2,950	–	–	0.07%	124
2024 Q1	$171K	Hold	2,950	–	–	0.07%	123
2023 Q4	$145K	Buy	+2,950	New	+$127K	0.07%	123
2021 Q3	$92.8K	Hold	2,000	–	–	0.11%	85
2021 Q2	$90.6K	Hold	2,000	–	–	0.11%	91
2021 Q1	$78.1K	Buy	2,000 +700	+54%	+$24.8K	0.11%	94
2020 Q4	$39.2K	Buy	+1,300	New	+$33.7K	0.04%	120

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 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

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's WFC Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Wells Fargo (WFC) stake by 6.8% in Q2 2026, buying an estimated $41.1K and bringing the position to 8,092 shares worth $669K. The position accounts for 0.19% of the portfolio, ranked #86.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in WFC in Q4 2020 and has held it in 15 quarters since. The position peaked at $769K in Q4 2025. 2,250 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 8,092 shares of Wells Fargo worth $669K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 512 Wells Fargo shares in Q2 2026, an estimated $41.1K.
Wells Fargo made up 0.19% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #86 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Wells Fargo in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's Wells Fargo position peaked at $769K in Q4 2025.
2,250 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.