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 |
-420,000
| Closed | -$39.1M | – | 4044 |
|
|
2025
Q4 | $39.1M | Sell |
420,000
-7,200
| -2% | -$625K | 0.01% | 643 |
|
|
2025
Q3 | $35.8M | Buy |
427,200
+7,200
| +2% | +$584K | 0.01% | 603 |
|
|
2025
Q2 | $33.7M | Hold |
420,000
| – | – | 0.02% | 560 |
|
|
2025
Q1 | $30.2M | Sell |
420,000
-35,000
| -8% | -$2.63M | 0.01% | 572 |
|
|
2024
Q4 | $32M | Hold |
455,000
| – | – | 0.01% | 586 |
|
|
2024
Q3 | $25.4M | Sell |
455,000
-230,000
| -34% | -$13M | 0.01% | 692 |
|
|
2024
Q2 | $42.5M | Buy |
685,000
+565,000
| +471% | +$33.4M | 0.01% | 529 |
|
|
2024
Q1 | $6.92M | Sell |
120,000
-352,000
| -75% | -$18.4M | ﹤0.01% | 1099 |
|
|
2023
Q4 | $23.9M | Sell |
472,000
-194,400
| -29% | -$8.39M | 0.01% | 722 |
|
|
2023
Q3 | $31.2M | Sell |
666,400
-143,600
| -18% | -$6.2M | 0.01% | 569 |
|
|
2023
Q2 | $38M | Buy |
+810,000
| New | +$32.6M | 0.01% | 494 |
|
|
2023
Q1 | – | Sell |
-529,800
| Closed | -$25M | – | 4224 |
|
|
2022
Q4 | $25M | Sell |
529,800
-582,700
| -52% | -$25.8M | 0.01% | 619 |
|
|
2022
Q3 | $52.1K | Buy |
1,112,500
+128,100
| +13% | +$5.5M | 0.02% | 358 |
|
|
2022
Q2 | $46.1K | Buy |
984,400
+34,400
| +4% | +$1.51M | 0.02% | 443 |
|
|
2022
Q1 | $48.8M | Buy |
+950,000
| New | +$50.8M | 0.02% | 476 |
|
|
2021
Q4 | – | Sell |
-1,567,400
| Closed | -$77.8M | – | 3914 |
|
|
2021
Q3 | $77.8M | Buy |
1,567,400
+817,400
| +109% | +$37.8M | 0.04% | 417 |
|
|
2021
Q2 | $35.1M | Buy |
+750,000
| New | +$33.5M | 0.02% | 644 |
|
|
2021
Q1 | – | Sell |
-45,000
| Closed | -$1.5M | – | 5373 |
|
|
2020
Q4 | $1.5M | Buy |
+45,000
| New | +$1.16M | ﹤0.01% | 1986 |
|
|
2019
Q3 | – | Sell |
-215,000
| Closed | -$10.2M | – | 5016 |
|
|
2019
Q2 | $10.2M | Buy |
215,000
+15,000
| +8% | +$701K | 0.01% | 892 |
|
|
2019
Q1 | $9.66M | Buy |
+200,000
| New | +$9.84M | 0.01% | 865 |
|
|
2018
Q2 | – | Sell |
-650,000
| Closed | -$34.1M | – | 4891 |
|
|
2018
Q1 | $34.1M | Buy |
+650,000
| New | +$38.6M | 0.03% | 451 |
|
|
2017
Q3 | – | Sell |
-1,100
| Closed | -$61K | – | 4339 |
|
|
2017
Q2 | $61K | Buy |
+1,100
| New | +$58.9K | ﹤0.01% | 3154 |
|
|
2016
Q2 | – | Sell |
-31,400
| Closed | -$1.52M | – | 4341 |
|
|
2016
Q1 | $1.52M | Buy |
+31,400
| New | +$1.54M | ﹤0.01% | 1568 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$10K | – | 4843 |
|
|
2014
Q1 | $10K | Buy |
+200
| New | +$9.32K | ﹤0.01% | 3685 |
|
|
2013
Q4 | – | Sell |
-87,800
| Closed | -$3.63M | – | 3944 |
|
|
2013
Q3 | $3.63M | Buy |
+87,800
| New | +$3.75M | 0.01% | 896 |
|
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. 2,805 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.
- 2,805 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.