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Wellington-Altus USA’s Wells Fargo WFC Stock Holding History

Wellington-Altus USA’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 		$21.7K Buy
272
+150
+123% +$12.1K 0.02% 489
2026
Q1 		$10.1K Sell
122
-150
-55% -$12.9K 0.01% 605
2025
Q4 		$25.4K Buy
+272
New +$23.6K 0.02% 438

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

Wellington-Altus USA's WFC Position: Q2 2026 in Review

Wellington-Altus USA increased its Wells Fargo (WFC) stake by 123% in Q2 2026, buying an estimated $12.1K and bringing the position to 272 shares worth $21.7K. The position accounts for 0.02% of the portfolio, ranked #489.

Wellington-Altus USA first reported a position in WFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.4K in Q4 2025. 2,878 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Wellington-Altus USA held 272 shares of Wells Fargo worth $21.7K as of Q2 2026.
  • Wellington-Altus USA bought 150 Wells Fargo shares in Q2 2026, an estimated $12.1K.
  • Wells Fargo made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #489 holding.
  • Wellington-Altus USA first reported a position in Wells Fargo in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Wells Fargo position peaked at $25.4K in Q4 2025.
  • 2,878 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.