Wells Fargo
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Wells Fargo’s Claros Mortgage Trust CMTG Stock Holding History

Wells Fargo’s Portfolio CMTG Stock Details CMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,400
Closed -$25.7K – 7227
2025
Q4 		$25.7K Buy
+8,400
New +$27.4K ﹤0.01% 5730

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wells Fargo's CMTG Position: Q1 2026 in Review

Wells Fargo reduced its Claros Mortgage Trust (CMTG) stake by 66% in Q1 2026, selling an estimated $178K and leaving 34,885 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #5202.

Wells Fargo first reported a position in CMTG in Q2 2022 and has held it in 16 quarters since. The position peaked at $395K in Q2 2023. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Wells Fargo held 34,885 shares of Claros Mortgage Trust worth $83K as of Q1 2026.
  • Wells Fargo sold 68,619 Claros Mortgage Trust shares in Q1 2026, an estimated $178K.
  • Claros Mortgage Trust made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5202 holding.
  • Wells Fargo first reported a position in Claros Mortgage Trust in Q2 2022 and has held it in 16 quarters since.
  • Wells Fargo's Claros Mortgage Trust position peaked at $395K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.