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Whalerock Point Partners’s Wells Fargo WFC Stock Holding History

Whalerock Point Partners’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 		$540K Hold
6,789
– – 0.1% 113
2025
Q4 		$633K Sell
6,789
-904
-12% -$78.5K 0.12% 100
2025
Q3 		$645K Buy
7,693
+1,410
+22% +$114K 0.13% 87
2025
Q2 		$503K Buy
6,283
+1,175
+23% +$84.7K 0.11% 106
2025
Q1 		$367K Hold
5,108
– – 0.09% 128
2024
Q4 		$359K Hold
5,108
– – 0.08% 126
2024
Q3 		$289K Hold
5,108
– – 0.07% 155
2024
Q2 		$303K Hold
5,108
– – 0.08% 127
2024
Q1 		$296K Hold
5,108
– – 0.08% 142
2023
Q4 		$251K Hold
5,108
– – 0.08% 144
2023
Q3 		$209K Hold
5,108
– – 0.07% 148
2023
Q2 		$218K Buy
+5,108
New +$206K 0.07% 144
2022
Q4 		– Sell
-6,040
Closed -$243K – 149
2022
Q3 		$243K Hold
6,040
– – 0.11% 118
2022
Q2 		$237K Buy
6,040
+500
+9% +$21.9K 0.1% 121
2022
Q1 		$268K Hold
5,540
– – 0.1% 126
2021
Q4 		$266K Hold
5,540
– – 0.09% 129
2021
Q3 		$257K Buy
5,540
+900
+19% +$41.7K 0.1% 120
2021
Q2 		$210K Buy
+4,640
New +$207K 0.08% 142
2020
Q3 		– Sell
-10,720
Closed -$274K – 131
2020
Q2 		$274K Sell
10,720
-2,500
-19% -$68.4K 0.16% 93
2020
Q1 		$379K Sell
13,220
-377
-3% -$16K 0.27% 75
2019
Q4 		$732K Buy
13,597
+2,500
+23% +$131K 0.39% 64
2019
Q3 		$560K Hold
11,097
– – 0.3% 74
2019
Q2 		$525K Sell
11,097
-3,340
-23% -$156K 0.3% 73
2019
Q1 		$698K Buy
14,437
+2,920
+25% +$144K 0.46% 60
2018
Q4 		$531K Sell
11,517
-465
-4% -$23.8K 0.49% 51
2018
Q3 		$630K Buy
11,982
+500
+4% +$28.5K 0.46% 61
2018
Q2 		$637K Sell
11,482
-6,500
-36% -$348K 0.51% 51
2018
Q1 		$943K Sell
17,982
-257
-1% -$15.3K 0.3% 62
2017
Q4 		$1.11M Buy
18,239
+437
+2% +$24.7K 0.35% 55
2017
Q3 		$982K Sell
17,802
-6,800
-28% -$361K 0.35% 57
2017
Q2 		$1.36M Buy
24,602
+1,600
+7% +$85.7K 0.5% 45
2017
Q1 		$1.28M Buy
23,002
+6,127
+36% +$348K 0.48% 44
2016
Q4 		$930K Buy
16,875
+1,460
+9% +$73.4K 0.37% 51
2016
Q3 		$682K Buy
+15,415
New +$738K 0.28% 67
2016
Q1 		$742K Sell
15,360
-2,660
-15% -$130K 0.32% 58
2015
Q4 		$979K Buy
18,020
+1,893
+12% +$103K 0.43% 47
2015
Q3 		$828K Buy
16,127
+4,235
+36% +$233K 0.36% 55
2015
Q2 		$668K Buy
11,892
+2,625
+28% +$146K 0.28% 67
2015
Q1 		$504K Buy
9,267
+617
+7% +$33.3K 0.21% 90
2014
Q4 		$474K Hold
8,650
– – 0.2% 84
2014
Q3 		$448K Hold
8,650
– – 0.2% 87
2014
Q2 		$454K Buy
8,650
+450
+5% +$22.6K 0.22% 83
2014
Q1 		$407K Buy
8,200
+900
+12% +$41.9K 0.21% 86
2013
Q4 		$331K Buy
+7,300
New +$315K 0.17% 90

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whalerock Point Partners's WFC Position: Q1 2026 in Review

Whalerock Point Partners held its Wells Fargo (WFC) position steady in Q1 2026 at 6,789 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #113.

Whalerock Point Partners first reported a position in WFC in Q4 2013 and has held it in 44 quarters since. The position peaked at $1.36M in Q2 2017. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Whalerock Point Partners held 6,789 shares of Wells Fargo worth $540K as of Q1 2026.
  • Whalerock Point Partners left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.1% of Whalerock Point Partners's portfolio in Q1 2026, its #113 holding.
  • Whalerock Point Partners first reported a position in Wells Fargo in Q4 2013 and has held it in 44 quarters since.
  • Whalerock Point Partners's Wells Fargo position peaked at $1.36M in Q2 2017.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.