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Vise Technologies’s Wells Fargo WFC Stock Holding History

Vise Technologies’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 		$10.6M Hold
113,487
– – 0.21% 86
2025
Q4 		$10.6M Buy
113,487
+33,245
+41% +$2.89M 0.21% 86
2025
Q3 		$6.73M Buy
80,242
+3,304
+4% +$268K 0.25% 76
2025
Q2 		$6.16M Buy
+76,938
New +$5.55M 0.25% 78
2024
Q4 		$4.47M Buy
63,590
+9,199
+17% +$628K 0.37% 49
2024
Q3 		$3.07M Buy
54,391
+10,264
+23% +$580K 0.39% 55
2024
Q2 		$2.62M Sell
44,127
-94
-0.2% -$5.55K 0.46% 49
2024
Q1 		$2.56M Sell
44,221
-10,110
-19% -$529K 0.5% 44
2023
Q4 		$2.67M Buy
54,331
+17,258
+47% +$745K 0.58% 42
2023
Q3 		$1.51M Buy
37,073
+5,313
+17% +$229K 0.37% 72
2023
Q2 		$1.36M Buy
31,760
+8,608
+37% +$346K 0.33% 76
2023
Q1 		$865K Buy
23,152
+3,704
+19% +$161K 0.23% 104
2022
Q4 		$803K Buy
19,448
+2,732
+16% +$121K 0.25% 99
2022
Q3 		$672K Buy
16,716
+5,831
+54% +$251K 0.25% 89
2022
Q2 		$426K Buy
10,885
+5,336
+96% +$234K 0.17% 149
2022
Q1 		$269K Buy
+5,549
New +$297K 0.1% 185

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

Vise Technologies's WFC Position: Q1 2026 in Review

Vise Technologies held its Wells Fargo (WFC) position steady in Q1 2026 at 113,487 shares worth $10.6M. The position accounts for 0.21% of the portfolio, ranked #86.

Vise Technologies first reported a position in WFC in Q1 2022 and has held it in 16 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Vise Technologies held 113,487 shares of Wells Fargo worth $10.6M as of Q1 2026.
  • Vise Technologies left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.21% of Vise Technologies's portfolio in Q1 2026, its #86 holding.
  • Vise Technologies first reported a position in Wells Fargo in Q1 2022 and has held it in 16 quarters since.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.