ZIG
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Zullo Investment Group’s Wells Fargo WFC Stock Holding History

Zullo Investment Group’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 		$473K Sell
5,939
-141
-2% -$12.1K 0.18% 94
2025
Q4 		$567K Sell
6,080
-260
-4% -$22.6K 0.21% 87
2025
Q3 		$532K Buy
6,340
+122
+2% +$9.89K 0.2% 91
2025
Q2 		$498K Sell
6,218
-109
-2% -$7.86K 0.2% 90
2025
Q1 		$454K Buy
6,327
+147
+2% +$11K 0.19% 91
2024
Q4 		$434K Buy
6,180
+333
+6% +$22.7K 0.18% 94
2024
Q3 		$330K Buy
5,847
+43
+0.7% +$2.43K 0.14% 113
2024
Q2 		$345K Sell
5,804
-4
-0.1% -$236 0.15% 109
2024
Q1 		$337K Sell
5,808
-1,355
-19% -$70.9K 0.16% 108
2023
Q4 		$353K Buy
7,163
+99
+1% +$4.27K 0.18% 105
2023
Q3 		$289K Buy
7,064
+253
+4% +$10.9K 0.17% 106
2023
Q2 		$291K Sell
6,811
-383
-5% -$15.4K 0.17% 110
2023
Q1 		$269K Sell
7,194
-93
-1% -$4.05K 0.17% 111
2022
Q4 		$301K Buy
7,287
+163
+2% +$7.21K 0.18% 104
2022
Q3 		$287K Buy
7,124
+147
+2% +$6.32K 0.19% 97
2022
Q2 		$273K Buy
6,977
+11
+0.2% +$483 0.17% 107
2022
Q1 		$338K Buy
6,966
+19
+0.3% +$1.02K 0.18% 105
2021
Q4 		$333K Buy
+6,947
New +$342K 0.17% 112

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

Zullo Investment Group's WFC Position: Q1 2026 in Review

Zullo Investment Group reduced its Wells Fargo (WFC) stake by 2.3% in Q1 2026, selling an estimated $12.1K and leaving 5,939 shares worth $473K. The position accounts for 0.18% of the portfolio, ranked #94.

Zullo Investment Group first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $567K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Zullo Investment Group held 5,939 shares of Wells Fargo worth $473K as of Q1 2026.
  • Zullo Investment Group sold 141 Wells Fargo shares in Q1 2026, an estimated $12.1K.
  • Wells Fargo made up 0.18% of Zullo Investment Group's portfolio in Q1 2026, its #94 holding.
  • Zullo Investment Group first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's Wells Fargo position peaked at $567K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.