Charles Schwab’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.66B Buy
20,822,786
+223,041
+1% +$19.2M 0.25% 69
2025
Q4
$1.92B Sell
20,599,745
-334,064
-2% -$29M 0.3% 55
2025
Q3
$1.75B Sell
20,933,809
-582,386
-3% -$47.2M 0.28% 56
2025
Q2
$1.72B Sell
21,516,195
-132,913
-0.6% -$9.58M 0.3% 54
2025
Q1
$1.55B Sell
21,649,108
-696,094
-3% -$52.3M 0.29% 58
2024
Q4
$1.57B Sell
22,345,202
-216,971
-1% -$14.8M 0.29% 55
2024
Q3
$1.27B Sell
22,562,173
-367,144
-2% -$20.8M 0.24% 69
2024
Q2
$1.36B Sell
22,929,317
-489,555
-2% -$28.9M 0.26% 69
2024
Q1
$1.36B Buy
23,418,872
+180,967
+0.8% +$9.47M 0.31% 55
2023
Q4
$1.14B Buy
23,237,905
+526,178
+2% +$22.7M 0.29% 63
2023
Q3
$928M Sell
22,711,727
-165,159
-0.7% -$7.13M 0.27% 63
2023
Q2
$976M Sell
22,876,886
-202,310
-0.9% -$8.14M 0.28% 61
2023
Q1
$863M Buy
23,079,196
+304,269
+1% +$13.3M 0.26% 73
2022
Q4
$940M Buy
22,774,927
+579,206
+3% +$25.6M 0.3% 61
2022
Q3
$893M Buy
22,195,721
+618,644
+3% +$26.6M 0.32% 55
2022
Q2
$845M Sell
21,577,077
-324,629
-1% -$14.2M 0.29% 61
2022
Q1
$1.06B Buy
21,901,706
+64,080
+0.3% +$3.43M 0.32% 60
2021
Q4
$1.05B Sell
21,837,626
-274,908
-1% -$13.5M 0.31% 63
2021
Q3
$1.03B Sell
22,112,534
-220,919
-1% -$10.2M 0.34% 60
2021
Q2
$1.01B Buy
22,333,453
+466,960
+2% +$20.9M 0.34% 57
2021
Q1
$854M Sell
21,866,493
-1,512,002
-6% -$53.5M 0.31% 62
2020
Q4
$706M Buy
23,378,495
+1,345,768
+6% +$34.8M 0.28% 66
2020
Q3
$518M Buy
22,032,727
+1,471,505
+7% +$36.3M 0.24% 87
2020
Q2
$526M Sell
20,561,222
-8,786,489
-30% -$240M 0.26% 79
2020
Q1
$842M Buy
29,347,711
+9,485,775
+48% +$403M 0.49% 38
2019
Q4
$1.07B Sell
19,861,936
-268,391
-1% -$14.1M 0.57% 27
2019
Q3
$1.02B Buy
20,130,327
+256,098
+1% +$12.1M 0.6% 25
2019
Q2
$940M Buy
19,874,229
+490,033
+3% +$22.9M 0.57% 28
2019
Q1
$937M Buy
19,384,196
+1,667,997
+9% +$82M 0.6% 26
2018
Q4
$816M Buy
17,716,199
+306,724
+2% +$15.7M 0.62% 26
2018
Q3
$915M Buy
17,409,475
+498,838
+3% +$28.5M 0.61% 24
2018
Q2
$938M Buy
16,910,637
+372,355
+2% +$19.9M 0.68% 21
2018
Q1
$867M Buy
16,538,282
+741,837
+5% +$44.1M 0.67% 22
2017
Q4
$958M Buy
15,796,445
+537,342
+4% +$30.3M 0.76% 21
2017
Q3
$842M Buy
15,259,103
+339,801
+2% +$18.1M 0.74% 21
2017
Q2
$827M Buy
14,919,302
+607,497
+4% +$32.5M 0.78% 19
2017
Q1
$797M Buy
14,311,805
+423,113
+3% +$24M 0.8% 19
2016
Q4
$765M Buy
13,888,692
+708,632
+5% +$35.6M 0.84% 16
2016
Q3
$584M Buy
13,180,060
+10,013
+0.1% +$479K 0.69% 23
2016
Q2
$623M Buy
13,170,047
+140,262
+1% +$6.84M 0.78% 18
2016
Q1
$630M Buy
13,029,785
+555,802
+4% +$27.2M 0.83% 19
2015
Q4
$678M Sell
12,473,983
-152,358
-1% -$8.27M 0.91% 12
2015
Q3
$649M Sell
12,626,341
-422,048
-3% -$23.2M 0.96% 9
2015
Q2
$734M Sell
13,048,389
-273,023
-2% -$15.2M 1.01% 8
2015
Q1
$725M Buy
13,321,412
+282,469
+2% +$15.3M 1.02% 9
2014
Q4
$715M Sell
13,038,943
-219,237
-2% -$11.6M 1.07% 8
2014
Q3
$688M Buy
13,258,180
+103,582
+0.8% +$5.33M 1.13% 8
2014
Q2
$691M Sell
13,154,598
-502,563
-4% -$25.3M 1.16% 8
2014
Q1
$679M Buy
13,657,161
+55,405
+0.4% +$2.58M 1.22% 7
2013
Q4
$618M Sell
13,601,756
-1,484,961
-10% -$64.1M 1.18% 8
2013
Q3
$626M Buy
15,086,717
+148,319
+1% +$6.33M 1.28% 7
2013
Q2
$618M Buy
+14,938,398
New +$582M 1.38% 5

Other funds holding WFC

Charles Schwab's WFC Position: Q1 2026 in Review

Charles Schwab increased its Wells Fargo (WFC) stake by 1.1% in Q1 2026, buying an estimated $19.2M and bringing the position to 20,822,786 shares worth $1.66B. The position accounts for 0.25% of the portfolio, ranked #69.

Charles Schwab first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.92B in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Charles Schwab held 20,822,786 shares of Wells Fargo worth $1.66B as of Q1 2026.
  • Charles Schwab bought 223,041 Wells Fargo shares in Q1 2026, an estimated $19.2M.
  • Wells Fargo made up 0.25% of Charles Schwab's portfolio in Q1 2026, its #69 holding.
  • Charles Schwab first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Charles Schwab's Wells Fargo position peaked at $1.92B in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.