Aureus Asset Management’s Wells Fargo WFC Stock Holding History

Aureus Asset 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	$1.71M	Buy	+21,518	New	+$1.85M	0.11%	83
2018 Q2	–	Sell	-5,813	Closed	-$305K	–	189
2018 Q1	$305K	Sell	5,813 -414	-7%	-$24.6K	0.05%	140
2017 Q4	$378K	Buy	6,227 +317	+5%	+$17.9K	0.06%	132
2017 Q3	$326K	Buy	5,910 +214	+4%	+$11.4K	0.05%	137
2017 Q2	$316K	Sell	5,696 -1,174	-17%	-$62.9K	0.05%	126
2017 Q1	$369K	Buy	6,870 +1,470	+27%	+$83.4K	0.06%	120
2016 Q4	$298K	Sell	5,400 -702	-12%	-$35.3K	0.06%	110
2016 Q3	$270K	Sell	6,102 -2,220	-27%	-$106K	0.05%	116
2016 Q2	$394K	Sell	8,322 -2,410	-22%	-$117K	0.08%	81
2016 Q1	$519K	Buy	10,732 +1,531	+17%	+$75K	0.11%	72
2015 Q4	$500K	Sell	9,201 -789	-8%	-$42.8K	0.11%	78
2015 Q3	$513K	Buy	9,990 +1,475	+17%	+$81.1K	0.13%	82
2015 Q2	$479K	Buy	8,515 +1,158	+16%	+$64.6K	0.1%	101
2015 Q1	$400K	Buy	7,357 +3,347	+83%	+$181K	0.09%	98
2014 Q4	$220K	Hold	4,010	–	–	0.05%	124
2014 Q3	$208K	Sell	4,010 -2,235	-36%	-$115K	0.05%	124
2014 Q2	$328K	Buy	6,245 +835	+15%	+$42K	0.08%	95
2014 Q1	$269K	Buy	+5,410	New	+$252K	0.07%	128

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aureus Asset Management's WFC Position: Q1 2026 in Review

Aureus Asset Management opened a new position in Wells Fargo (WFC) in Q1 2026: 21,518 shares worth $1.71M. The stake represents 0.11% of the portfolio and ranks #83 among its holdings. This is a return to the name: Aureus Asset Management previously reported a position in WFC as recently as Q1 2018.

Aureus Asset Management first reported a position in WFC in Q1 2014 and has held it in 18 quarters since. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Aureus Asset Management held 21,518 shares of Wells Fargo worth $1.71M as of Q1 2026.
Wells Fargo was a new Aureus Asset Management position in Q1 2026.
Wells Fargo made up 0.11% of Aureus Asset Management's portfolio in Q1 2026, its #83 holding.
Aureus Asset Management first reported a position in Wells Fargo in Q1 2014 and has held it in 18 quarters since.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.