Beck Mack & Oliver’s Wells Fargo WFC Stock Holding History

Beck Mack & Oliver’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	$293K	Hold	3,682	–	–	0.01%	162
2025 Q4	$343K	Hold	3,682	–	–	0.01%	157
2025 Q3	$309K	Hold	3,682	–	–	0.01%	155
2025 Q2	$295K	Sell	3,682 -400	-10%	-$28.8K	0.01%	157
2025 Q1	$293K	Buy	4,082 +510	+14%	+$38.3K	0.01%	156
2024 Q4	$251K	Buy	+3,572	New	+$244K	﹤0.01%	162
2022 Q1	–	Sell	-4,855	Closed	-$233K	–	204
2021 Q4	$233K	Sell	4,855 -19,535	-80%	-$962K	0.01%	185
2021 Q3	$1.13M	Sell	24,390 -185	-0.8%	-$8.56K	0.03%	110
2021 Q2	$1.11M	Buy	24,575 +835	+4%	+$37.3K	0.03%	106
2021 Q1	$928K	Sell	23,740 -800	-3%	-$28.3K	0.03%	112
2020 Q4	$741K	Hold	24,540	–	–	0.02%	125
2020 Q3	$577K	Hold	24,540	–	–	0.02%	132
2020 Q2	$628K	Sell	24,540 -9,520	-28%	-$260K	0.02%	126
2020 Q1	$978K	Sell	34,060 -1,016	-3%	-$43.2K	0.04%	100
2019 Q4	$1.89M	Hold	35,076	–	–	0.06%	89
2019 Q3	$1.77M	Hold	35,076	–	–	0.06%	90
2019 Q2	$1.66M	Sell	35,076 -1,571	-4%	-$73.5K	0.06%	90
2019 Q1	$1.77M	Sell	36,647 -2,895	-7%	-$142K	0.06%	90
2018 Q4	$1.82M	Sell	39,542 -5,658	-13%	-$290K	0.07%	86
2018 Q3	$2.38M	Sell	45,200 -8,210	-15%	-$469K	0.08%	87
2018 Q2	$2.96M	Sell	53,410 -25,193	-32%	-$1.35M	0.1%	78
2018 Q1	$4.12M	Sell	78,603 -110	-0.1%	-$6.53K	0.14%	70
2017 Q4	$4.78M	Sell	78,713 -23,226	-23%	-$1.31M	0.16%	66
2017 Q3	$5.62M	Buy	101,939 +2,775	+3%	+$147K	0.18%	67
2017 Q2	$5.5M	Sell	99,164 -1,695	-2%	-$90.8K	0.19%	67
2017 Q1	$5.61M	Sell	100,859 -2,495	-2%	-$142K	0.2%	66
2016 Q4	$5.7M	Sell	103,354 -1,599	-2%	-$80.4K	0.2%	65
2016 Q3	$4.65M	Sell	104,953 -18,535	-15%	-$887K	0.17%	69
2016 Q2	$5.84M	Buy	123,488 +171	+0.1%	+$8.34K	0.21%	69
2016 Q1	$5.96M	Buy	123,317 +1,906	+2%	+$93.3K	0.21%	70
2015 Q4	$6.6M	Buy	121,411 +16,226	+15%	+$881K	0.23%	66
2015 Q3	$5.4M	Sell	105,185 -4,617	-4%	-$254K	0.16%	73
2015 Q2	$6.17M	Sell	109,802 -7,271	-6%	-$405K	0.16%	70
2015 Q1	$6.37M	Buy	117,073 +6,460	+6%	+$349K	0.16%	71
2014 Q4	$6.06M	Sell	110,613 -5,151	-4%	-$273K	0.15%	73
2014 Q3	$6M	Sell	115,764 -722	-0.6%	-$37.1K	0.14%	73
2014 Q2	$6.12M	Sell	116,486 -519	-0.4%	-$26.1K	0.14%	74
2014 Q1	$5.82M	Sell	117,005 -1,100	-0.9%	-$51.2K	0.14%	74
2013 Q4	$5.36M	Buy	118,105 +300	+0.3%	+$13K	0.13%	74
2013 Q3	$4.87M	Buy	117,805 +342	+0.3%	+$14.6K	0.13%	75
2013 Q2	$4.85M	Buy	+117,463	New	+$4.58M	0.13%	75

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

Beck Mack & Oliver's WFC Position: Q1 2026 in Review

Beck Mack & Oliver held its Wells Fargo (WFC) position steady in Q1 2026 at 3,682 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #162.

Beck Mack & Oliver first reported a position in WFC in Q2 2013 and has held it in 41 quarters since. The position peaked at $6.6M in Q4 2015. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Beck Mack & Oliver held 3,682 shares of Wells Fargo worth $293K as of Q1 2026.
Beck Mack & Oliver left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.01% of Beck Mack & Oliver's portfolio in Q1 2026, its #162 holding.
Beck Mack & Oliver first reported a position in Wells Fargo in Q2 2013 and has held it in 41 quarters since.
Beck Mack & Oliver's Wells Fargo position peaked at $6.6M in Q4 2015.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.