Y-Intercept (HK)’s Wells Fargo WFC Stock Holding History

Y-Intercept (HK)’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	$7.74M	Sell	93,709 -75,049	-44%	-$6.03M	0.15%	153
2026 Q1	$13.4M	Buy	168,758 +9,518	+6%	+$818K	0.25%	65
2025 Q4	$14.8M	Buy	159,240 +129,610	+437%	+$11.3M	0.33%	30
2025 Q3	$2.48M	Buy	29,630 +15,784	+114%	+$1.28M	0.06%	492
2025 Q2	$1.11M	Sell	13,846 -73,078	-84%	-$5.27M	0.03%	884
2025 Q1	$6.24M	Sell	86,924 -13,675	-14%	-$1.03M	0.42%	36
2024 Q4	$7.07M	Buy	100,599 +9,269	+10%	+$633K	0.47%	20
2024 Q3	$5.16M	Sell	91,330 -67,642	-43%	-$3.83M	0.32%	47
2024 Q2	$9.44M	Buy	+158,972	New	+$9.38M	0.52%	15
2024 Q1	–	Sell	-83,706	Closed	-$4.12M	–	1806
2023 Q4	$4.12M	Sell	83,706 -16,667	-17%	-$719K	0.38%	31
2023 Q3	$4.1M	Buy	100,373 +24,501	+32%	+$1.06M	0.4%	31
2023 Q2	$3.24M	Buy	75,872 +25,140	+50%	+$1.01M	0.34%	41
2023 Q1	$1.9M	Buy	+50,732	New	+$2.21M	0.22%	97
2022 Q3	–	Sell	-71,047	Closed	-$2.78M	–	1306
2022 Q2	$2.78M	Sell	71,047 -31,804	-31%	-$1.4M	0.37%	57
2022 Q1	$4.98M	Buy	102,851 +12,961	+14%	+$694K	1.14%	2
2021 Q4	$4.31M	Buy	89,890 +76,010	+548%	+$3.74M	1.02%	5
2021 Q3	$644K	Buy	+13,880	New	+$642K	0.12%	277
2021 Q1	–	Sell	-33,013	Closed	-$982K	–	823
2020 Q4	$982K	Buy	+33,013	New	+$855K	0.41%	37

Other funds holding WFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Y-Intercept (HK)'s WFC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Wells Fargo (WFC) stake by 44% in Q2 2026, selling an estimated $6.03M and leaving 93,709 shares worth $7.74M. The position accounts for 0.15% of the portfolio, ranked #153.

Y-Intercept (HK) first reported a position in WFC in Q4 2020 and has held it in 18 quarters since. The position peaked at $14.8M in Q4 2025. 909 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Y-Intercept (HK) held 93,709 shares of Wells Fargo worth $7.74M as of Q2 2026.
Y-Intercept (HK) sold 75,049 Wells Fargo shares in Q2 2026, an estimated $6.03M.
Wells Fargo made up 0.15% of Y-Intercept (HK)'s portfolio in Q2 2026, its #153 holding.
Y-Intercept (HK) first reported a position in Wells Fargo in Q4 2020 and has held it in 18 quarters since.
Y-Intercept (HK)'s Wells Fargo position peaked at $14.8M in Q4 2025.
909 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.