Bank Julius Baer & Co
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Bank Julius Baer & Co’s Wells Fargo WFC Stock Holding History

Bank Julius Baer & Co’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 		$277M Sell
3,345,666
-162,942
-5% -$13.1M 0.72% 38
2026
Q1 		$277M Buy
3,508,608
+1,147,391
+49% +$98.6M 0.84% 34
2025
Q4 		$221M Buy
2,361,217
+983,806
+71% +$85.4M 0.61% 42
2025
Q3 		$115M Buy
1,377,411
+1,371,939
+25,072% +$111M 0.33% 73
2025
Q2 		$438K Buy
5,472
+14
+0.3% +$1.01K ﹤0.01% 397
2025
Q1 		$392K Sell
5,458
-898
-14% -$67.4K ﹤0.01% 388
2024
Q4 		$493K Buy
6,356
+2,103
+49% +$144K ﹤0.01% 356
2024
Q3 		$285K Buy
+4,253
New +$241K ﹤0.01% 373
2024
Q2 		– Sell
-5,056
Closed -$293K – 555
2024
Q1 		$293K Sell
5,056
-6
-0.1% -$314 ﹤0.01% 361
2023
Q4 		$249K Sell
5,062
-58
-1% -$2.5K ﹤0.01% 384
2023
Q3 		$209K Buy
5,120
+140
+3% +$6.04K ﹤0.01% 382
2023
Q2 		$213K Sell
4,980
-5,236
-51% -$211K ﹤0.01% 403
2023
Q1 		$382K Buy
10,216
+8,596
+531% +$375K ﹤0.01% 373
2022
Q4 		$67K Buy
1,620
+22
+1% +$974 ﹤0.01% 500
2022
Q3 		$64K Sell
1,598
-29
-2% -$1.25K ﹤0.01% 492
2022
Q2 		$64K Sell
1,627
-8,139
-83% -$357K ﹤0.01% 517
2022
Q1 		$473K Sell
9,766
-657,747
-99% -$35.2M ﹤0.01% 352
2021
Q4 		$32M Sell
667,513
-905,765
-58% -$44.6M 0.17% 98
2021
Q3 		$73M Buy
1,573,278
+47,003
+3% +$2.18M 0.45% 54
2021
Q2 		$69.1M Buy
1,526,275
+1,354
+0.1% +$60.5K 0.44% 53
2021
Q1 		$59.6M Buy
1,524,921
+1,992
+0.1% +$70.5K 0.45% 53
2020
Q4 		$46M Sell
1,522,929
-23,514
-2% -$609K 0.38% 57
2020
Q3 		$36.4M Sell
1,546,443
-112,807
-7% -$2.78M 0.35% 63
2020
Q2 		$42.5M Buy
1,659,250
+1,627,993
+5,208% +$44.5M 0.49% 50
2020
Q1 		$897K Buy
+31,257
New +$1.33M 0.02% 237

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

Bank Julius Baer & Co's WFC Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Wells Fargo (WFC) stake by 4.6% in Q2 2026, selling an estimated $13.1M and leaving 3,345,666 shares worth $277M. The position accounts for 0.72% of the portfolio, ranked #38.

Bank Julius Baer & Co first reported a position in WFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $277M in Q1 2026. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Bank Julius Baer & Co held 3,345,666 shares of Wells Fargo worth $277M as of Q2 2026.
  • Bank Julius Baer & Co sold 162,942 Wells Fargo shares in Q2 2026, an estimated $13.1M.
  • Wells Fargo made up 0.72% of Bank Julius Baer & Co's portfolio in Q2 2026, its #38 holding.
  • Bank Julius Baer & Co first reported a position in Wells Fargo in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Wells Fargo position peaked at $277M in Q1 2026.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.