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 Q2	$637K	Sell	7,713 -50	-0.6%	-$4.02K	0.07%	163
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZEGA Investments's WFC Position: Q2 2026 in Review

ZEGA Investments reduced its Wells Fargo (WFC) stake by 0.64% in Q2 2026, selling an estimated $4.02K and leaving 7,713 shares worth $637K. The position accounts for 0.07% of the portfolio, ranked #163.

ZEGA Investments first reported a position in WFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $724K in Q4 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

ZEGA Investments held 7,713 shares of Wells Fargo worth $637K as of Q2 2026.
ZEGA Investments sold 50 Wells Fargo shares in Q2 2026, an estimated $4.02K.
Wells Fargo made up 0.07% of ZEGA Investments's portfolio in Q2 2026, its #163 holding.
ZEGA Investments first reported a position in Wells Fargo in Q2 2025 and has held it in 5 quarters since.
ZEGA Investments's Wells Fargo position peaked at $724K in Q4 2025.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.