Altar Rock LLC’s Wells Fargo WFC Stock Holding History

Altar Rock LLC’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	–	Sell	-3,026	Closed	-$241K	–	163
2026 Q1	$241K	Sell	3,026 -2	-0.1%	-$172	0.28%	92
2025 Q4	$282K	Buy	+3,028	New	+$263K	0.34%	60

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Altar Rock LLC's WFC Position: Q2 2026 in Review

Altar Rock LLC sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 3,026 shares — an estimated $241K sold.

Altar Rock LLC first reported a position in WFC in Q4 2025 and held it in 2 quarters. The position peaked at $282K in Q4 2025. 2,880 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Altar Rock LLC reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Altar Rock LLC sold 3,026 Wells Fargo shares in Q2 2026, an estimated $241K.
Altar Rock LLC first reported a position in Wells Fargo in Q4 2025 and held it in 2 quarters.
Altar Rock LLC's Wells Fargo position peaked at $282K in Q4 2025.
2,880 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Altar Rock LLC's 13F filing for Q2 2026, filed 21 Sep 2026.