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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cheviot Value Management's WFC Position: Q1 2026 in Review

Cheviot Value Management held its Wells Fargo (WFC) position steady in Q1 2026 at 9,500 shares worth $756K. The position accounts for 0.08% of the portfolio, ranked #68.

Cheviot Value Management first reported a position in WFC in Q4 2016 and has held it in 19 quarters since. The position peaked at $852K in Q3 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Cheviot Value Management held 9,500 shares of Wells Fargo worth $756K as of Q1 2026.
  • Cheviot Value Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.08% of Cheviot Value Management's portfolio in Q1 2026, its #68 holding.
  • Cheviot Value Management first reported a position in Wells Fargo in Q4 2016 and has held it in 19 quarters since.
  • Cheviot Value Management's Wells Fargo position peaked at $852K in Q3 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.