Campbell Newman Asset Management’s Wells Fargo WFC Stock Holding History

Campbell Newman Asset 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	$27.3M	Buy	342,355 +5,171	+2%	+$444K	2.21%	21
2025 Q4	$31.4M	Buy	+337,184	New	+$29.3M	2.3%	18
2019 Q2	–	Sell	-24,979	Closed	-$1.21M	–	125
2019 Q1	$1.21M	Sell	24,979 -1,963	-7%	-$96.5K	0.19%	58
2018 Q4	$1.24M	Hold	26,942	–	–	0.22%	55
2018 Q3	$1.42M	Hold	26,942	–	–	0.2%	54
2018 Q2	$1.49M	Sell	26,942 -132	-0.5%	-$7.07K	0.23%	53
2018 Q1	$1.42M	Sell	27,074 -2,053	-7%	-$122K	0.24%	52
2017 Q4	$1.77M	Sell	29,127 -782	-3%	-$44.2K	0.3%	46
2017 Q3	$1.65M	Sell	29,909 -1,390	-4%	-$73.9K	0.3%	49
2017 Q2	$1.73M	Sell	31,299 -262,793	-89%	-$14.1M	0.31%	48
2017 Q1	$16.4M	Sell	294,092 -2,445	-0.8%	-$139K	3.02%	7
2016 Q4	$16.3M	Buy	296,537 +38,303	+15%	+$1.93M	3.14%	8
2016 Q3	$11.4M	Sell	258,234 -1,238	-0.5%	-$59.2K	2.02%	25
2016 Q2	$12.3M	Buy	259,472 +5,387	+2%	+$263K	2.24%	22
2016 Q1	$12.3M	Buy	254,085 +11,127	+5%	+$545K	2.56%	20
2015 Q4	$13.2M	Buy	242,958 +2,379	+1%	+$129K	2.87%	15
2015 Q3	$12.4M	Buy	240,579 +69,430	+41%	+$3.82M	2.8%	17
2015 Q2	$9.63M	Buy	+171,149	New	+$9.54M	1.91%	30

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

Campbell Newman Asset Management's WFC Position: Q1 2026 in Review

Campbell Newman Asset Management increased its Wells Fargo (WFC) stake by 1.5% in Q1 2026, buying an estimated $444K and bringing the position to 342,355 shares worth $27.3M. The position accounts for 2.21% of the portfolio, ranked #21.

Campbell Newman Asset Management first reported a position in WFC in Q2 2015 and has held it in 18 quarters since. The position peaked at $31.4M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Campbell Newman Asset Management held 342,355 shares of Wells Fargo worth $27.3M as of Q1 2026.
Campbell Newman Asset Management bought 5,171 Wells Fargo shares in Q1 2026, an estimated $444K.
Wells Fargo made up 2.21% of Campbell Newman Asset Management's portfolio in Q1 2026, its #21 holding.
Campbell Newman Asset Management first reported a position in Wells Fargo in Q2 2015 and has held it in 18 quarters since.
Campbell Newman Asset Management's Wells Fargo position peaked at $31.4M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Campbell Newman Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.