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Azimuth Capital Investment Management’s Wells Fargo WFC Stock Holding History

Azimuth Capital 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
Q2 		$17.2M Sell
208,294
-137,616
-40% -$11.1M 0.58% 55
2026
Q1 		$27.5M Sell
345,910
-176,988
-34% -$15.2M 1.04% 14
2025
Q4 		$48.7M Sell
522,898
-9,635
-2% -$836K 1.75% 7
2025
Q3 		$44.6M Buy
532,533
+385
+0.1% +$31.2K 1.6% 7
2025
Q2 		$42.6M Buy
532,148
+12,495
+2% +$901K 1.59% 7
2025
Q1 		$37.3M Buy
519,653
+202,078
+64% +$15.2M 1.49% 9
2024
Q4 		$22.3M Buy
317,575
+285,425
+888% +$19.5M 0.87% 26
2024
Q3 		$1.82M Sell
32,150
-3,708
-10% -$210K 0.07% 189
2024
Q2 		$2.13M Sell
35,858
-700
-2% -$41.3K 0.09% 185
2024
Q1 		$2.12M Sell
36,558
-200
-0.5% -$10.5K 0.09% 184
2023
Q4 		$1.81M Buy
36,758
+197
+0.5% +$8.5K 0.08% 186
2023
Q3 		$1.49M Sell
36,561
-1,039
-3% -$44.9K 0.07% 199
2023
Q2 		$1.6M Sell
37,600
-6,090
-14% -$245K 0.08% 201
2023
Q1 		$1.63M Sell
43,690
-1,300
-3% -$56.7K 0.08% 200
2022
Q4 		$1.86M Sell
44,990
-3,300
-7% -$146K 0.09% 191
2022
Q3 		$1.94M Sell
48,290
-2,150
-4% -$92.4K 0.11% 184
2022
Q2 		$1.98M Buy
+50,440
New +$2.21M 0.1% 191

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Azimuth Capital Investment Management's WFC Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Wells Fargo (WFC) stake by 40% in Q2 2026, selling an estimated $11.1M and leaving 208,294 shares worth $17.2M. The position accounts for 0.58% of the portfolio, ranked #55.

Azimuth Capital Investment Management first reported a position in WFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $48.7M in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Azimuth Capital Investment Management held 208,294 shares of Wells Fargo worth $17.2M as of Q2 2026.
  • Azimuth Capital Investment Management sold 137,616 Wells Fargo shares in Q2 2026, an estimated $11.1M.
  • Wells Fargo made up 0.58% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #55 holding.
  • Azimuth Capital Investment Management first reported a position in Wells Fargo in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Wells Fargo position peaked at $48.7M in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.