Caledonia Investments (Australia)’s Wells Fargo WFC Stock Holding History

Caledonia Investments (Australia)’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	$255K	Hold	3,198	–	–	0.01%	16
2025 Q4	$298K	Hold	3,198	–	–	0.01%	15
2025 Q3	$268K	Hold	3,198	–	–	﹤0.01%	15
2025 Q2	$256K	Hold	3,198	–	–	﹤0.01%	15
2025 Q1	$230K	Hold	3,198	–	–	﹤0.01%	16
2024 Q4	$225K	Buy	+3,198	New	+$218K	﹤0.01%	13
2020 Q1	–	Sell	-5,088	Closed	-$274K	–	16
2019 Q4	$274K	Hold	5,088	–	–	﹤0.01%	12
2019 Q3	$257K	Hold	5,088	–	–	0.01%	15
2019 Q2	$241K	Hold	5,088	–	–	﹤0.01%	13
2019 Q1	$246K	Sell	5,088 -70	-1%	-$3.44K	0.01%	12
2018 Q4	$238K	Buy	+5,158	New	+$264K	0.01%	18

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

Caledonia Investments (Australia)'s WFC Position: Q1 2026 in Review

Caledonia Investments (Australia) held its Wells Fargo (WFC) position steady in Q1 2026 at 3,198 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #16.

Caledonia Investments (Australia) first reported a position in WFC in Q4 2018 and has held it in 11 quarters since. The position peaked at $298K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Caledonia Investments (Australia) held 3,198 shares of Wells Fargo worth $255K as of Q1 2026.
Caledonia Investments (Australia) left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.01% of Caledonia Investments (Australia)'s portfolio in Q1 2026, its #16 holding.
Caledonia Investments (Australia) first reported a position in Wells Fargo in Q4 2018 and has held it in 11 quarters since.
Caledonia Investments (Australia)'s Wells Fargo position peaked at $298K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Caledonia Investments (Australia)'s 13F filing for Q1 2026, filed 15 May 2026.