Beutel, Goodman & Co
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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
Q3 		$152M Sell
1,899,625
-42,133
-2% -$3.64M 1.2% 41
2026
Q2 		$160M Sell
1,941,758
-106,257
-5% -$8.54M 1.18% 41
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 		$1.18M 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Beutel, Goodman & Co's WFC Position: Q3 2026 in Review

Beutel, Goodman & Co reduced its Wells Fargo (WFC) stake by 2.2% in Q3 2026, selling an estimated $3.64M and leaving 1,899,625 shares worth $152M. The position accounts for 1.2% of the portfolio, ranked #41.

Beutel, Goodman & Co first reported a position in WFC in Q4 2017 and has held it in 18 quarters since. The position peaked at $163M in Q1 2026. 2,516 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Beutel, Goodman & Co held 1,899,625 shares of Wells Fargo worth $152M as of Q3 2026.
  • Beutel, Goodman & Co sold 42,133 Wells Fargo shares in Q3 2026, an estimated $3.64M.
  • Wells Fargo made up 1.2% of Beutel, Goodman & Co's portfolio in Q3 2026, its #41 holding.
  • Beutel, Goodman & Co first reported a position in Wells Fargo in Q4 2017 and has held it in 18 quarters since.
  • Beutel, Goodman & Co's Wells Fargo position peaked at $163M in Q1 2026.
  • 2,516 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Beutel, Goodman & Co's 13F filing for Q3 2026, filed 4 Nov 2026.