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3Chopt Investment Partners’s Wells Fargo WFC Stock Holding History

3Chopt Investment 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
-50,523
Closed -$4.71M – 257
2025
Q4 		$4.71M Sell
50,523
-2,286
-4% -$198K 1.06% 17
2025
Q3 		$4.43M Sell
52,809
-338
-0.6% -$27.4K 1.01% 18
2025
Q2 		$4.26M Buy
53,147
+1,857
+4% +$134K 1.02% 20
2025
Q1 		$3.68M Buy
51,290
+3,568
+7% +$268K 0.96% 21
2024
Q4 		$3.35M Buy
47,722
+348
+0.7% +$23.8K 1.15% 26
2024
Q3 		$2.68M Buy
47,374
+1,383
+3% +$78.2K 0.96% 34
2024
Q2 		$2.73M Buy
45,991
+1,065
+2% +$62.9K 0.83% 31
2024
Q1 		$2.6M Buy
44,926
+3,717
+9% +$194K 1.07% 30
2023
Q4 		$2.03M Buy
41,209
+3,119
+8% +$135K 0.75% 41
2023
Q3 		$1.56M Buy
38,090
+420
+1% +$18.1K 0.92% 38
2023
Q2 		$1.61M Sell
37,670
-4,162
-10% -$168K 0.8% 38
2023
Q1 		$1.56M Sell
41,832
-2,360
-5% -$103K 0.83% 39
2022
Q4 		$1.82M Buy
+44,192
New +$1.96M 1% 37

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

3Chopt Investment Partners's WFC Position: Q1 2026 in Review

3Chopt Investment Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 50,523 shares — an estimated $4.71M sold.

3Chopt Investment Partners first reported a position in WFC in Q4 2022 and held it in 13 quarters. The position peaked at $4.71M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • 3Chopt Investment Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • 3Chopt Investment Partners sold 50,523 Wells Fargo shares in Q1 2026, an estimated $4.71M.
  • 3Chopt Investment Partners first reported a position in Wells Fargo in Q4 2022 and held it in 13 quarters.
  • 3Chopt Investment Partners's Wells Fargo position peaked at $4.71M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.