Asahi Life Asset Management’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$701K Sell
8,806
-1,145
-12% -$98.3K 0.45% 48
2025
Q4
$927K Sell
9,951
-299
-3% -$26K 0.52% 41
2025
Q3
$859K Sell
10,250
-155
-1% -$12.6K 0.48% 44
2025
Q2
$834K Buy
10,405
+20
+0.2% +$1.44K 0.49% 44
2025
Q1
$746K Buy
+10,385
New +$780K 0.48% 39
2024
Q4
Sell
-12,720
Closed -$719K 221
2024
Q3
$719K Buy
12,720
+1,190
+10% +$67.3K 0.44% 44
2024
Q2
$685K Buy
11,530
+3,360
+41% +$198K 0.47% 43
2024
Q1
$474K Hold
8,170
0.28% 68
2023
Q4
$402K Sell
8,170
-6,110
-43% -$264K 0.22% 74
2023
Q3
$583K Sell
14,280
-240
-2% -$10.4K 0.2% 55
2023
Q2
$620K Buy
14,520
+11,530
+386% +$464K 0.2% 55
2023
Q1
$112K Sell
2,990
-12,240
-80% -$533K 0.04% 186
2022
Q4
$629K Sell
15,230
-1,170
-7% -$51.8K 0.21% 57
2022
Q3
$660K Buy
16,400
+250
+2% +$10.7K 0.2% 51
2022
Q2
$633K Sell
16,150
-590
-4% -$25.9K 0.17% 55
2022
Q1
$811K Sell
16,740
-920
-5% -$49.2K 0.11% 53
2021
Q4
$847K Buy
17,660
+3,310
+23% +$163K 0.11% 52
2021
Q3
$666K Sell
14,350
-4,250
-23% -$197K 0.09% 61
2021
Q2
$842K Sell
18,600
-3,340
-15% -$149K 0.11% 48
2021
Q1
$857K Sell
21,940
-5,880
-21% -$208K 0.12% 49
2020
Q4
$840K Buy
27,820
+1,450
+5% +$37.5K 0.11% 65
2020
Q3
$620K Buy
26,370
+1,810
+7% +$44.6K 0.09% 60
2020
Q2
$629K Buy
24,560
+890
+4% +$24.4K 0.1% 54
2020
Q1
$679K Buy
23,670
+13,950
+144% +$593K 0.12% 61
2019
Q4
$523K Sell
9,720
-4,700
-33% -$246K 0.08% 83
2019
Q3
$727K Sell
14,420
-6,490
-31% -$306K 0.12% 51
2019
Q2
$989K Sell
20,910
-3,880
-16% -$181K 0.2% 45
2019
Q1
$1.2M Sell
24,790
-1,910
-7% -$93.9K 0.2% 42
2018
Q4
$1.23M Buy
+26,700
New +$1.37M 0.19% 38

Other funds holding WFC

Asahi Life Asset Management's WFC Position: Q1 2026 in Review

Asahi Life Asset Management reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $98.3K and leaving 8,806 shares worth $701K. The position accounts for 0.45% of the portfolio, ranked #48.

Asahi Life Asset Management first reported a position in WFC in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.23M in Q4 2018. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Asahi Life Asset Management held 8,806 shares of Wells Fargo worth $701K as of Q1 2026.
  • Asahi Life Asset Management sold 1,145 Wells Fargo shares in Q1 2026, an estimated $98.3K.
  • Wells Fargo made up 0.45% of Asahi Life Asset Management's portfolio in Q1 2026, its #48 holding.
  • Asahi Life Asset Management first reported a position in Wells Fargo in Q4 2018 and has held it in 29 quarters since.
  • Asahi Life Asset Management's Wells Fargo position peaked at $1.23M in Q4 2018.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Asahi Life Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.