Vivaldi Capital Management’s Wells Fargo WFC Stock Holding History

Vivaldi Capital Management’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	-3,173	Closed	-$253K	–	266
2026 Q1	$253K	Buy	3,173 +14	+0.4%	+$1.2K	0.03%	245
2025 Q4	$294K	Sell	3,159 -106	-3%	-$9.2K	0.04%	220
2025 Q3	$274K	Buy	3,265 +36	+1%	+$2.92K	0.04%	229
2025 Q2	$259K	Buy	3,229 +165	+5%	+$11.9K	0.04%	241
2025 Q1	$220K	Buy	3,064 +377	+14%	+$28.3K	0.04%	248
2024 Q4	$209K	Buy	+2,687	New	+$183K	0.03%	263
2019 Q4	–	Sell	-4,789	Closed	-$242K	–	235
2019 Q3	$242K	Sell	4,789 -4,154	-46%	-$196K	0.06%	184
2019 Q2	$423K	Buy	+8,943	New	+$418K	0.11%	149

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 $3.37T 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

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

Vivaldi Capital Management's WFC Position: Q2 2026 in Review

Vivaldi Capital Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 3,173 shares — an estimated $253K sold.

Vivaldi Capital Management first reported a position in WFC in Q2 2019 and held it in 8 quarters. The position peaked at $423K in Q2 2019. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Vivaldi Capital Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Vivaldi Capital Management sold 3,173 Wells Fargo shares in Q2 2026, an estimated $253K.
Vivaldi Capital Management first reported a position in Wells Fargo in Q2 2019 and held it in 8 quarters.
Vivaldi Capital Management's Wells Fargo position peaked at $423K in Q2 2019.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.