TwinBeech Capital’s Wells Fargo WFC Stock Holding History

TwinBeech 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	$658K	Buy	+8,262	New	+$710K	0.07%	322
2025 Q4	–	Sell	-6,526	Closed	-$547K	–	871
2025 Q3	$547K	Sell	6,526 -73,815	-92%	-$5.99M	0.02%	386
2025 Q2	$6.44M	Buy	+80,341	New	+$5.79M	0.15%	174
2025 Q1	–	Sell	-38,333	Closed	-$2.69M	–	998
2024 Q4	$2.69M	Buy	+38,333	New	+$2.62M	0.05%	302
2024 Q3	–	Sell	-1,047,960	Closed	-$62.2M	–	922
2024 Q2	$62.2M	Buy	+1,047,960	New	+$61.9M	1.22%	7
2023 Q4	–	Sell	-149,047	Closed	-$6.09M	–	930
2023 Q3	$6.09M	Buy	+149,047	New	+$6.44M	0.12%	229
2023 Q1	–	Sell	-1,279,491	Closed	-$52.8M	–	921
2022 Q4	$52.8M	Buy	1,279,491 +1,272,249	+17,568%	+$56.3M	1%	13
2022 Q3	$291K	Buy	+7,242	New	+$311K	0.01%	565
2022 Q1	–	Sell	-69,202	Closed	-$3.32M	–	764
2021 Q4	$3.32M	Sell	69,202 -314,946	-82%	-$15.5M	0.19%	157
2021 Q3	$17.8M	Buy	+384,148	New	+$17.8M	1.26%	3
2021 Q1	–	Sell	-214,381	Closed	-$6.47M	–	696
2020 Q4	$6.47M	Buy	214,381 +129,992	+154%	+$3.37M	1.05%	13
2020 Q3	$1.98M	Buy	+84,389	New	+$2.08M	0.43%	69

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

TwinBeech Capital's WFC Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Wells Fargo (WFC) in Q1 2026: 8,262 shares worth $658K. The stake represents 0.07% of the portfolio and ranks #322 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in WFC as recently as Q3 2025.

TwinBeech Capital first reported a position in WFC in Q3 2020 and has held it in 12 quarters since. The position peaked at $62.2M in Q2 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

TwinBeech Capital held 8,262 shares of Wells Fargo worth $658K as of Q1 2026.
Wells Fargo was a new TwinBeech Capital position in Q1 2026.
Wells Fargo made up 0.07% of TwinBeech Capital's portfolio in Q1 2026, its #322 holding.
TwinBeech Capital first reported a position in Wells Fargo in Q3 2020 and has held it in 12 quarters since.
TwinBeech Capital's Wells Fargo position peaked at $62.2M in Q2 2024.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.