Warwick Investment Management’s Wells Fargo WFC Stock Holding History

Warwick Investment 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	$372K	Sell	4,501 -1,532	-25%	-$123K	0.04%	100
2026 Q1	$480K	Buy	6,033 +1,363	+29%	+$117K	0.07%	74
2025 Q4	$435K	Sell	4,670 -298	-6%	-$25.9K	0.07%	84
2025 Q3	$416K	Buy	4,968 +547	+12%	+$44.4K	0.07%	89
2025 Q2	$354K	Sell	4,421 -947	-18%	-$68.3K	0.07%	82
2025 Q1	$385K	Buy	5,368 +263	+5%	+$19.7K	0.08%	71
2024 Q4	$359K	Buy	5,105 +38	+0.7%	+$2.59K	0.07%	68
2024 Q3	$286K	Buy	5,067 +1,078	+27%	+$61K	0.07%	71
2024 Q2	$237K	Sell	3,989 -1,005	-20%	-$59.3K	0.06%	95
2024 Q1	$289K	Buy	+4,994	New	+$261K	0.07%	76

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

Warwick Investment Management's WFC Position: Q2 2026 in Review

Warwick Investment Management reduced its Wells Fargo (WFC) stake by 25% in Q2 2026, selling an estimated $123K and leaving 4,501 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #100.

Warwick Investment Management first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $480K in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Warwick Investment Management held 4,501 shares of Wells Fargo worth $372K as of Q2 2026.
Warwick Investment Management sold 1,532 Wells Fargo shares in Q2 2026, an estimated $123K.
Wells Fargo made up 0.04% of Warwick Investment Management's portfolio in Q2 2026, its #100 holding.
Warwick Investment Management first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
Warwick Investment Management's Wells Fargo position peaked at $480K in Q1 2026.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.