Bank of Montreal’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 | – | Sell |
-89,200
| Closed | -$8.31M | – | 4043 |
|
|
2025
Q4 | $8.31M | Sell |
89,200
-10,800
| -11% | -$938K | ﹤0.01% | 1175 |
|
|
2025
Q3 | $8.38M | Hold |
100,000
| – | – | ﹤0.01% | 1118 |
|
|
2025
Q2 | $8.01M | Hold |
100,000
| – | – | ﹤0.01% | 1075 |
|
|
2025
Q1 | $7.18M | Sell |
100,000
-211,400
| -68% | -$15.9M | ﹤0.01% | 1052 |
|
|
2024
Q4 | $21.9M | Buy |
311,400
+211,400
| +211% | +$14.4M | 0.01% | 708 |
|
|
2024
Q3 | $5.59M | Sell |
100,000
-100
| -0.1% | -$5.66K | ﹤0.01% | 1263 |
|
|
2024
Q2 | $6.21M | Sell |
100,100
-15,500
| -13% | -$915K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $6.66M | Sell |
115,600
-507,800
| -81% | -$26.6M | ﹤0.01% | 1111 |
|
|
2023
Q4 | $31.6M | Sell |
623,400
-170,200
| -21% | -$7.34M | 0.01% | 622 |
|
|
2023
Q3 | $37.2M | Buy |
793,600
+31,600
| +4% | +$1.36M | 0.01% | 503 |
|
|
2023
Q2 | $35.7M | Buy |
762,000
+380,900
| +100% | +$15.3M | 0.01% | 510 |
|
|
2023
Q1 | $17.9M | Sell |
381,100
-25,900
| -6% | -$1.13M | 0.01% | 723 |
|
|
2022
Q4 | $19.2M | Sell |
407,000
-4,100
| -1% | -$181K | 0.01% | 708 |
|
|
2022
Q3 | $19.3K | Buy |
411,100
+66,100
| +19% | +$2.84M | 0.01% | 705 |
|
|
2022
Q2 | $16.2K | Buy |
345,000
+234,600
| +213% | +$10.3M | 0.01% | 847 |
|
|
2022
Q1 | $5.67M | Buy |
+110,400
| New | +$5.91M | ﹤0.01% | 1417 |
|
|
2021
Q2 | – | Sell |
-97,200
| Closed | -$3.89M | – | 4949 |
|
|
2021
Q1 | $3.89M | Sell |
97,200
-69,800
| -42% | -$2.47M | ﹤0.01% | 1466 |
|
|
2020
Q4 | $5.55M | Buy |
167,000
+111,600
| +201% | +$2.89M | ﹤0.01% | 1324 |
|
|
2020
Q3 | $1.34M | Sell |
55,400
-119,400
| -68% | -$2.94M | ﹤0.01% | 1836 |
|
|
2020
Q2 | $4.2M | Buy |
+174,800
| New | +$4.78M | ﹤0.01% | 1249 |
|
|
2019
Q3 | – | Sell |
-15,000
| Closed | -$710K | – | 5015 |
|
|
2019
Q2 | $710K | Buy |
+15,000
| New | +$701K | ﹤0.01% | 2238 |
|
|
2018
Q4 | – | Sell |
-32,500
| Closed | -$1.71M | – | 4876 |
|
|
2018
Q3 | $1.71M | Buy |
+32,500
| New | +$1.86M | ﹤0.01% | 1759 |
|
|
2018
Q1 | – | Sell |
-320,000
| Closed | -$19.4M | – | 4353 |
|
|
2017
Q4 | $19.4M | Buy |
320,000
+319,400
| +53,233% | +$18M | 0.02% | 631 |
|
|
2017
Q3 | $33K | Buy |
+600
| New | +$31.9K | ﹤0.01% | 3380 |
|
|
2017
Q2 | – | Sell |
-291
| Closed | -$16K | – | 4310 |
|
|
2017
Q1 | $16K | Buy |
+291
| New | +$16.5K | ﹤0.01% | 3435 |
|
|
2016
Q3 | – | Sell |
-291
| Closed | -$14K | – | 4209 |
|
|
2016
Q2 | $14K | Buy |
+291
| New | +$14.2K | ﹤0.01% | 3495 |
|
Other funds holding WFC
VCM
VPM
Bank of Montreal's WFC Position: Q1 2026 in Review
Bank of Montreal reduced its Wells Fargo (WFC) stake by 0.29% in Q1 2026, selling an estimated $1.24M and leaving 4,889,053 shares worth $389M. The position accounts for 0.14% of the portfolio, ranked #126.
Bank of Montreal first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $939M in Q2 2014. 2,807 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Bank of Montreal held 4,889,053 shares of Wells Fargo worth $389M as of Q1 2026.
- Bank of Montreal sold 14,408 Wells Fargo shares in Q1 2026, an estimated $1.24M.
- Wells Fargo made up 0.14% of Bank of Montreal's portfolio in Q1 2026, its #126 holding.
- Bank of Montreal first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Wells Fargo position peaked at $939M in Q2 2014.
- 2,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.