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Anchor Investment Management’s Wells Fargo WFC Stock Holding History

Anchor Investment Management’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 		$1.12M Buy
14,016
+277
+2% +$23.8K 0.09% 181
2025
Q4 		$1.28M Sell
13,739
-208
-1% -$18.1K 0.1% 173
2025
Q3 		$1.17M Buy
13,947
+428
+3% +$34.7K 0.1% 178
2025
Q2 		$1.08M Sell
13,519
-5
-0% -$361 0.1% 184
2025
Q1 		$971K Buy
13,524
+17
+0.1% +$1.28K 0.09% 190
2024
Q4 		$949K Sell
13,507
-2,396
-15% -$164K 0.09% 190
2024
Q3 		$898K Buy
15,903
+836
+6% +$47.3K 0.08% 196
2024
Q2 		$895K Buy
15,067
+131
+0.9% +$7.73K 0.09% 187
2024
Q1 		$866K Sell
14,936
-45
-0.3% -$2.35K 0.09% 194
2023
Q4 		$737K Buy
14,981
+80
+0.5% +$3.45K 0.08% 198
2023
Q3 		$609K Sell
14,901
-715
-5% -$30.9K 0.08% 202
2023
Q2 		$666K Buy
15,616
+1,633
+12% +$65.7K 0.09% 197
2023
Q1 		$523K Buy
13,983
+1,934
+16% +$84.3K 0.07% 225
2022
Q4 		$498K Buy
12,049
+486
+4% +$21.5K 0.07% 229
2022
Q3 		$465K Buy
11,563
+974
+9% +$41.8K 0.07% 231
2022
Q2 		$415K Buy
10,589
+307
+3% +$13.5K 0.06% 243
2022
Q1 		$498K Sell
10,282
-283
-3% -$15.1K 0.06% 243
2021
Q4 		$507K Buy
10,565
+235
+2% +$11.6K 0.06% 244
2021
Q3 		$479K Buy
10,330
+469
+5% +$21.7K 0.07% 238
2021
Q2 		$447K Buy
9,861
+1,880
+24% +$83.9K 0.06% 248
2021
Q1 		$312K Sell
7,981
-1,324
-14% -$46.9K 0.05% 282
2020
Q4 		$281K Sell
9,305
-4,652
-33% -$120K 0.05% 245
2020
Q3 		$328K Sell
13,957
-2,630
-16% -$64.8K 0.07% 207
2020
Q2 		$425K Sell
16,587
-4,066
-20% -$111K 0.1% 173
2020
Q1 		$593K Sell
20,653
-3,887
-16% -$165K 0.15% 147
2019
Q4 		$1.32M Buy
24,540
+960
+4% +$50.3K 0.28% 104
2019
Q3 		$1.19M Buy
23,580
+224
+1% +$10.6K 0.27% 105
2019
Q2 		$1.11M Sell
23,356
-6,231
-21% -$291K 0.26% 108
2019
Q1 		$1.43M Sell
29,587
-2,437
-8% -$120K 0.36% 82
2018
Q4 		$1.48M Sell
32,024
-1,652
-5% -$84.6K 0.42% 67
2018
Q3 		$1.77M Sell
33,676
-2,834
-8% -$162K 0.41% 70
2018
Q2 		$2.02M Buy
36,510
+1,334
+4% +$71.5K 0.5% 55
2018
Q1 		$1.84M Sell
35,176
-994
-3% -$59K 0.48% 57
2017
Q4 		$2.19M Sell
36,170
-2,626
-7% -$148K 0.58% 48
2017
Q3 		$2.14M Buy
38,796
+674
+2% +$35.8K 0.63% 43
2017
Q2 		$2.11M Sell
38,122
-325
-0.8% -$17.4K 0.7% 42
2017
Q1 		$2.14M Sell
38,447
-108
-0.3% -$6.13K 0.74% 39
2016
Q4 		$2.12M Sell
38,555
-895
-2% -$45K 0.79% 34
2016
Q3 		$1.75M Sell
39,450
-1,794
-4% -$85.8K 0.68% 41
2016
Q2 		$1.95M Sell
41,244
-144
-0.3% -$7.02K 0.77% 30
2016
Q1 		$2M Buy
+41,388
New +$2.03M 0.82% 30

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

Anchor Investment Management's WFC Position: Q1 2026 in Review

Anchor Investment Management increased its Wells Fargo (WFC) stake by 2% in Q1 2026, buying an estimated $23.8K and bringing the position to 14,016 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #181.

Anchor Investment Management first reported a position in WFC in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.19M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Anchor Investment Management held 14,016 shares of Wells Fargo worth $1.12M as of Q1 2026.
  • Anchor Investment Management bought 277 Wells Fargo shares in Q1 2026, an estimated $23.8K.
  • Wells Fargo made up 0.09% of Anchor Investment Management's portfolio in Q1 2026, its #181 holding.
  • Anchor Investment Management first reported a position in Wells Fargo in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Wells Fargo position peaked at $2.19M in Q4 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.