Z3 Capital Partners’s Wells Fargo WFC Stock Holding History

Z3 Capital 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	–	Sell	-2,379	Closed	-$222K	–	198
2025 Q4	$222K	Buy	+2,379	New	+$207K	0.05%	171

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Z3 Capital Partners's WFC Position: Q1 2026 in Review

Z3 Capital Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,379 shares — an estimated $222K sold.

Z3 Capital Partners first reported a position in WFC in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 2,813 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Z3 Capital Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Z3 Capital Partners sold 2,379 Wells Fargo shares in Q1 2026, an estimated $222K.
Z3 Capital Partners first reported a position in Wells Fargo in Q4 2025 and held it in 1 quarter.
Z3 Capital Partners's Wells Fargo position peaked at $222K in Q4 2025.
2,813 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Z3 Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.