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Waterloo Capital’s Wells Fargo WFC Stock Holding History

Waterloo Capital’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 		$5.2M Buy
62,918
+357
+0.6% +$28.7K 0.29% 80
2026
Q1 		$4.98M Sell
62,561
-4,955
-7% -$426K 0.35% 69
2025
Q4 		$6.29M Buy
67,516
+4,996
+8% +$434K 0.45% 50
2025
Q3 		$5.24M Sell
62,520
-878
-1% -$71.2K 0.39% 60
2025
Q2 		$5.08M Buy
63,398
+2,961
+5% +$213K 0.41% 51
2025
Q1 		$4.34M Buy
60,437
+4,409
+8% +$331K 0.4% 59
2024
Q4 		$3.94M Sell
56,028
-5,428
-9% -$371K 0.41% 61
2024
Q3 		$3.47M Buy
61,456
+678
+1% +$38.3K 0.38% 69
2024
Q2 		$3.61M Buy
60,778
+131
+0.2% +$7.73K 0.43% 58
2024
Q1 		$3.52M Buy
60,647
+10,419
+21% +$545K 0.45% 52
2023
Q4 		$2.47M Buy
+50,228
New +$2.17M 0.4% 59

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waterloo Capital's WFC Position: Q2 2026 in Review

Waterloo Capital increased its Wells Fargo (WFC) stake by 0.57% in Q2 2026, buying an estimated $28.7K and bringing the position to 62,918 shares worth $5.2M. The position accounts for 0.29% of the portfolio, ranked #80.

Waterloo Capital first reported a position in WFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.29M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Waterloo Capital held 62,918 shares of Wells Fargo worth $5.2M as of Q2 2026.
  • Waterloo Capital bought 357 Wells Fargo shares in Q2 2026, an estimated $28.7K.
  • Wells Fargo made up 0.29% of Waterloo Capital's portfolio in Q2 2026, its #80 holding.
  • Waterloo Capital first reported a position in Wells Fargo in Q4 2023 and has held it in 11 quarters since.
  • Waterloo Capital's Wells Fargo position peaked at $6.29M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.