Beutel, Goodman & Co’s Wells Fargo WFC Stock Holding History

Beutel, Goodman & 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 Q1	$163M	Buy	2,048,015 +2,032,900	+13,450%	+$175M	1.11%	42
2025 Q4	$1.41M	Sell	15,115 -425	-3%	-$36.9K	0.01%	100
2025 Q3	$1.3M	Sell	15,540 -225	-1%	-$18.2K	0.01%	100
2025 Q2	$1.26M	Sell	15,765 -750	-5%	-$54.1K	0.01%	98
2025 Q1	$1.19M	Buy	+16,515	New	+$1.24M	0.01%	102
2020 Q3	–	Sell	-360	Closed	-$9K	–	69
2020 Q2	$9K	Sell	360 -868,662	-100%	-$23.8M	﹤0.01%	66
2020 Q1	$24.9M	Sell	869,022 -21,163	-2%	-$900K	0.23%	50
2019 Q4	$47.9M	Buy	890,185 +337	+0%	+$17.6K	0.27%	49
2019 Q3	$33.9M	Sell	889,848 -35,769	-4%	-$1.69M	0.24%	49
2019 Q2	$33.4M	Buy	925,617 +3,172	+0.3%	+$148K	0.24%	50
2019 Q1	$33.4M	Buy	922,445 +15,216	+2%	+$748K	0.25%	48
2018 Q4	$30.6M	Buy	907,229 +2,531	+0.3%	+$130K	0.26%	48
2018 Q3	$36.8M	Sell	904,698 -11,089	-1%	-$633K	0.27%	46
2018 Q2	$38.6M	Buy	915,787 +60,890	+7%	+$3.26M	0.28%	45
2018 Q1	$35.6M	Sell	854,897 -435,233	-34%	-$25.9M	0.27%	42
2017 Q4	$62.5M	Buy	+1,290,130	New	+$72.9M	0.42%	41

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

Beutel, Goodman & Co's WFC Position: Q1 2026 in Review

Beutel, Goodman & Co increased its Wells Fargo (WFC) stake by 13,450% in Q1 2026, buying an estimated $175M and bringing the position to 2,048,015 shares worth $163M. The position accounts for 1.11% of the portfolio, ranked #42.

Beutel, Goodman & Co first reported a position in WFC in Q4 2017 and has held it in 16 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Beutel, Goodman & Co held 2,048,015 shares of Wells Fargo worth $163M as of Q1 2026.
Beutel, Goodman & Co bought 2,032,900 Wells Fargo shares in Q1 2026, an estimated $175M.
Wells Fargo made up 1.11% of Beutel, Goodman & Co's portfolio in Q1 2026, its #42 holding.
Beutel, Goodman & Co first reported a position in Wells Fargo in Q4 2017 and has held it in 16 quarters since.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.