Bryn Mawr Capital Management’s Wells Fargo WFC Stock Holding History

Bryn Mawr Capital Management’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	$649K	Buy	8,157 +2,695	+49%	+$231K	0.03%	247
2025 Q4	$509K	Buy	5,462 +936	+21%	+$81.3K	0.02%	277
2025 Q3	$379K	Sell	4,526 -437	-9%	-$35.4K	0.02%	313
2025 Q2	$398K	Buy	4,963 +511	+11%	+$36.8K	0.02%	297
2025 Q1	$320K	Buy	4,452 +598	+16%	+$44.9K	0.02%	310
2024 Q4	$271K	Buy	3,854 +299	+8%	+$20.4K	0.01%	358
2024 Q3	$201K	Sell	3,555 -120	-3%	-$6.79K	0.01%	398
2024 Q2	$218K	Hold	3,675	–	–	0.01%	370
2024 Q1	$213K	Buy	+3,675	New	+$192K	0.01%	381
2019 Q3	–	Sell	-4,802	Closed	-$227K	–	85
2019 Q2	$227K	Hold	4,802	–	–	0.19%	78
2019 Q1	$232K	Sell	4,802 -441	-8%	-$21.7K	0.21%	72
2018 Q4	$242K	Sell	5,243 -224	-4%	-$11.5K	0.22%	63
2018 Q3	$287K	Sell	5,467 -196	-3%	-$11.2K	0.24%	61
2018 Q2	$314K	Buy	5,663 +267	+5%	+$14.3K	0.28%	54
2018 Q1	$283K	Buy	5,396 +34	+0.6%	+$2.02K	0.26%	60
2017 Q4	$296K	Hold	5,362	–	–	0.39%	44
2017 Q3	$296K	Hold	5,362	–	–	0.31%	53
2017 Q2	$297K	Sell	5,362 -1,563	-23%	-$83.7K	0.34%	49
2017 Q1	$385K	Buy	6,925 +504	+8%	+$28.6K	0.4%	46
2016 Q4	$354K	Buy	+6,421	New	+$323K	0.36%	50

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

Bryn Mawr Capital Management's WFC Position: Q1 2026 in Review

Bryn Mawr Capital Management increased its Wells Fargo (WFC) stake by 49% in Q1 2026, buying an estimated $231K and bringing the position to 8,157 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #247.

Bryn Mawr Capital Management first reported a position in WFC in Q4 2016 and has held it in 20 quarters since. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Bryn Mawr Capital Management held 8,157 shares of Wells Fargo worth $649K as of Q1 2026.
Bryn Mawr Capital Management bought 2,695 Wells Fargo shares in Q1 2026, an estimated $231K.
Wells Fargo made up 0.03% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #247 holding.
Bryn Mawr Capital Management first reported a position in Wells Fargo in Q4 2016 and has held it in 20 quarters since.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.