Chase Investment Counsel’s Wells Fargo WFC Stock Holding History

Chase Investment Counsel’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	–	Sell	-56,063	Closed	-$5.22M	–	167
2025 Q4	$5.22M	Buy	+56,063	New	+$4.87M	1.46%	26
2016 Q3	–	Sell	-6,815	Closed	-$322K	–	115
2016 Q2	$322K	Buy	6,815 +340	+5%	+$16.6K	0.14%	86
2016 Q1	$313K	Buy	6,475 +555	+9%	+$27.2K	0.14%	81
2015 Q4	$321K	Buy	5,920 +820	+16%	+$44.5K	0.13%	71
2015 Q3	$261K	Buy	5,100 +100	+2%	+$5.5K	0.11%	81
2015 Q2	$281K	Buy	+5,000	New	+$279K	0.1%	83
2013 Q4	–	Sell	-178,400	Closed	-$7.37M	–	118
2013 Q3	$7.37M	Buy	+178,400	New	+$7.62M	1.89%	29

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

Chase Investment Counsel's WFC Position: Q1 2026 in Review

Chase Investment Counsel sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 56,063 shares — an estimated $5.22M sold.

Chase Investment Counsel first reported a position in WFC in Q3 2013 and held it in 7 quarters. The position peaked at $7.37M in Q3 2013. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Chase Investment Counsel reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Chase Investment Counsel sold 56,063 Wells Fargo shares in Q1 2026, an estimated $5.22M.
Chase Investment Counsel first reported a position in Wells Fargo in Q3 2013 and held it in 7 quarters.
Chase Investment Counsel's Wells Fargo position peaked at $7.37M in Q3 2013.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.