ZI
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ZEGA Investments’s Wells Fargo WFC Stock Holding History

ZEGA Investments’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 		$618K Sell
7,763
-6
-0.1% -$515 0.07% 158
2025
Q4 		$724K Buy
7,769
+139
+2% +$12.1K 0.09% 116
2025
Q3 		$640K Buy
7,630
+7
+0.1% +$568 0.09% 108
2025
Q2 		$611K Buy
+7,623
New +$550K 0.08% 94

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

ZEGA Investments's WFC Position: Q1 2026 in Review

ZEGA Investments reduced its Wells Fargo (WFC) stake by 0.08% in Q1 2026, selling an estimated $515 and leaving 7,763 shares worth $618K. The position accounts for 0.07% of the portfolio, ranked #158.

ZEGA Investments first reported a position in WFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $724K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • ZEGA Investments held 7,763 shares of Wells Fargo worth $618K as of Q1 2026.
  • ZEGA Investments sold 6 Wells Fargo shares in Q1 2026, an estimated $515.
  • Wells Fargo made up 0.07% of ZEGA Investments's portfolio in Q1 2026, its #158 holding.
  • ZEGA Investments first reported a position in Wells Fargo in Q2 2025 and has held it in 4 quarters since.
  • ZEGA Investments's Wells Fargo position peaked at $724K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.