Cheviot Value Management’s Wells Fargo WFC Stock Holding History

Cheviot Value 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 Q2	$657K	Sell	7,950 -1,550	-16%	-$125K	0.07%	76
2026 Q1	$756K	Hold	9,500	–	–	0.08%	68
2025 Q4	$836K	Sell	9,500 -300	-3%	-$26K	0.08%	67
2025 Q3	$852K	Hold	9,800	–	–	0.09%	67
2025 Q2	$763K	Buy	9,800 +100	+1%	+$7.21K	0.09%	65
2025 Q1	$716K	Buy	+9,700	New	+$728K	0.09%	62
2020 Q2	–	Sell	-7,173	Closed	-$206K	–	58
2020 Q1	$206K	Buy	7,173 +615	+9%	+$26.1K	0.09%	57
2019 Q4	$353K	Buy	6,558 +132	+2%	+$6.91K	0.14%	58
2019 Q3	$324K	Buy	6,426 +152	+2%	+$7.16K	0.14%	58
2019 Q2	$297K	Buy	6,274 +81	+1%	+$3.79K	0.13%	60
2019 Q1	$299K	Sell	6,193 -3,210	-34%	-$158K	0.15%	53
2018 Q4	$433K	Buy	9,403 +3,408	+57%	+$175K	0.23%	44
2018 Q3	$315K	Sell	5,995 -95	-2%	-$5.42K	0.15%	60
2018 Q2	$338K	Sell	6,090 -11	-0.2%	-$589	0.17%	55
2018 Q1	$320K	Sell	6,101 -217	-3%	-$12.9K	0.17%	49
2017 Q4	$383K	Sell	6,318 -166	-3%	-$9.38K	0.2%	41
2017 Q3	$358K	Buy	6,484 +6	+0.1%	+$319	0.19%	42
2017 Q2	$359K	Buy	6,478 +5	+0.1%	+$268	0.21%	39
2017 Q1	$360K	Buy	6,473 +281	+5%	+$15.9K	0.2%	41
2016 Q4	$341K	Buy	+6,192	New	+$311K	0.2%	42

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cheviot Value Management's WFC Position: Q2 2026 in Review

Cheviot Value Management reduced its Wells Fargo (WFC) stake by 16% in Q2 2026, selling an estimated $125K and leaving 7,950 shares worth $657K. The position accounts for 0.07% of the portfolio, ranked #76.

Cheviot Value Management first reported a position in WFC in Q4 2016 and has held it in 20 quarters since. The position peaked at $852K in Q3 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Cheviot Value Management held 7,950 shares of Wells Fargo worth $657K as of Q2 2026.
Cheviot Value Management sold 1,550 Wells Fargo shares in Q2 2026, an estimated $125K.
Wells Fargo made up 0.07% of Cheviot Value Management's portfolio in Q2 2026, its #76 holding.
Cheviot Value Management first reported a position in Wells Fargo in Q4 2016 and has held it in 20 quarters since.
Cheviot Value Management's Wells Fargo position peaked at $852K in Q3 2025.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.