Voleon Capital Management’s Wells Fargo WFC Stock Holding History

Voleon 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 Q1	$10.6M	Buy	132,674 +16,607	+14%	+$1.43M	0.23%	102
2025 Q4	$10.8M	Sell	116,067 -26,051	-18%	-$2.26M	0.23%	89
2025 Q3	$11.9M	Sell	142,118 -23,213	-14%	-$1.88M	0.29%	68
2025 Q2	$13.2M	Buy	165,331 +40,449	+32%	+$2.92M	0.73%	21
2025 Q1	$8.97M	Sell	124,882 -25,765	-17%	-$1.93M	0.7%	29
2024 Q4	$10.6M	Buy	+150,647	New	+$10.3M	0.79%	20
2022 Q3	–	Sell	-2,300,000	Closed	-$90.1M	–	5
2022 Q2	$90.1M	Buy	2,300,000 +1,200,000	+109%	+$52.7M	25.74%	2
2022 Q1	$53.3M	Sell	1,100,000 -650,000	-37%	-$34.8M	11.66%	5
2021 Q4	$84M	Buy	+1,750,000	New	+$86.2M	14.01%	2
2021 Q3	–	Sell	-1,685,000	Closed	-$76.3M	–	13
2021 Q2	$76.3M	Buy	+1,685,000	New	+$75.2M	33.32%	2
2021 Q1	–	Sell	-550,000	Closed	-$16.6M	–	40
2020 Q4	$16.6M	Buy	+550,000	New	+$14.2M	1.77%	23
2020 Q1	–	Sell	-352,000	Closed	-$18.9M	–	141
2019 Q4	$18.9M	Buy	+352,000	New	+$18.4M	1.1%	22
2019 Q3	–	Sell	-850,000	Closed	-$40.2M	–	247
2019 Q2	$40.2M	Buy	850,000 +50,000	+6%	+$2.34M	2.3%	12
2019 Q1	$38.7M	Buy	+800,000	New	+$39.3M	6.23%	7

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

Voleon Capital Management's WFC Position: Q1 2026 in Review

Voleon Capital Management increased its Wells Fargo (WFC) stake by 14% in Q1 2026, buying an estimated $1.43M and bringing the position to 132,674 shares worth $10.6M. The position accounts for 0.23% of the portfolio, ranked #102.

Voleon Capital Management first reported a position in WFC in Q1 2019 and has held it in 14 quarters since. The position peaked at $90.1M in Q2 2022. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Voleon Capital Management held 132,674 shares of Wells Fargo worth $10.6M as of Q1 2026.
Voleon Capital Management bought 16,607 Wells Fargo shares in Q1 2026, an estimated $1.43M.
Wells Fargo made up 0.23% of Voleon Capital Management's portfolio in Q1 2026, its #102 holding.
Voleon Capital Management first reported a position in Wells Fargo in Q1 2019 and has held it in 14 quarters since.
Voleon Capital Management's Wells Fargo position peaked at $90.1M in Q2 2022.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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