Campion Asset Management’s Wells Fargo WFC Stock Holding History

Campion 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	$458K	Hold	5,757	–	–	0.31%	54
2025 Q4	$537K	Sell	5,757 -40	-0.7%	-$3.47K	0.37%	43
2025 Q3	$486K	Sell	5,797 -200	-3%	-$16.2K	0.35%	51
2025 Q2	$480K	Sell	5,997 -408	-6%	-$29.4K	0.36%	49
2025 Q1	$460K	Sell	6,405 -1,010	-14%	-$75.8K	0.36%	53
2024 Q4	$521K	Sell	7,415 -170	-2%	-$11.6K	0.39%	46
2024 Q3	$428K	Sell	7,585 -270	-3%	-$15.3K	0.31%	57
2024 Q2	$467K	Sell	7,855 -150	-2%	-$8.86K	0.37%	54
2024 Q1	$464K	Sell	8,005 -160	-2%	-$8.37K	0.36%	59
2023 Q4	$402K	Sell	8,165 -460	-5%	-$19.9K	0.34%	61
2023 Q3	$352K	Hold	8,625	–	–	0.33%	63
2023 Q2	$368K	Sell	8,625 -200	-2%	-$8.05K	0.33%	62
2023 Q1	$330K	Hold	8,825	–	–	0.31%	68
2022 Q4	$364K	Sell	8,825 -610	-6%	-$27K	0.36%	64
2022 Q3	$379K	Buy	9,435 +1,645	+21%	+$70.7K	0.4%	56
2022 Q2	$305K	Hold	7,790	–	–	0.3%	67
2022 Q1	$378K	Hold	7,790	–	–	0.32%	65
2021 Q4	$374K	Buy	7,790 +1,700	+28%	+$83.7K	0.31%	64
2021 Q3	$283K	Sell	6,090 -90	-1%	-$4.17K	0.25%	79
2021 Q2	$280K	Hold	6,180	–	–	0.23%	78
2021 Q1	$241K	Buy	+6,180	New	+$219K	0.18%	87

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

Campion Asset Management's WFC Position: Q1 2026 in Review

Campion Asset Management held its Wells Fargo (WFC) position steady in Q1 2026 at 5,757 shares worth $458K. The position accounts for 0.31% of the portfolio, ranked #54.

Campion Asset Management first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $537K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Campion Asset Management held 5,757 shares of Wells Fargo worth $458K as of Q1 2026.
Campion Asset Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.31% of Campion Asset Management's portfolio in Q1 2026, its #54 holding.
Campion Asset Management first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
Campion Asset Management's Wells Fargo position peaked at $537K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.