UE
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Unisphere Establishment’s Wells Fargo WFC Stock Holding History

Unisphere Establishment’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 		$8.03M Buy
+100,900
New +$8.67M 0.07% 43
2024
Q3 		– Sell
-165,000
Closed -$9.8M – 66
2024
Q2 		$9.8M Sell
165,000
-40,000
-20% -$2.36M 0.1% 44
2024
Q1 		$11.9M Sell
205,000
-50,000
-20% -$2.62M 0.12% 39
2023
Q4 		$12.6M Buy
+255,000
New +$11M 0.13% 37

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

Unisphere Establishment's WFC Position: Q1 2026 in Review

Unisphere Establishment opened a new position in Wells Fargo (WFC) in Q1 2026: 100,900 shares worth $8.03M. The stake represents 0.07% of the portfolio and ranks #43 among its holdings. This is a return to the name: Unisphere Establishment previously reported a position in WFC as recently as Q2 2024.

Unisphere Establishment first reported a position in WFC in Q4 2023 and has held it in 4 quarters since. The position peaked at $12.6M in Q4 2023. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Unisphere Establishment held 100,900 shares of Wells Fargo worth $8.03M as of Q1 2026.
  • Wells Fargo was a new Unisphere Establishment position in Q1 2026.
  • Wells Fargo made up 0.07% of Unisphere Establishment's portfolio in Q1 2026, its #43 holding.
  • Unisphere Establishment first reported a position in Wells Fargo in Q4 2023 and has held it in 4 quarters since.
  • Unisphere Establishment's Wells Fargo position peaked at $12.6M in Q4 2023.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Unisphere Establishment's 13F filing for Q1 2026, filed 14 May 2026.