CPIG
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Chicago Partners Investment Group’s Wells Fargo WFC Stock Holding History

Chicago Partners Investment Group’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 		$3.26M Buy
40,428
+4,031
+11% +$346K 0.07% 233
2025
Q4 		$3.17M Buy
36,397
+1,110
+3% +$96.4K 0.08% 217
2025
Q3 		$3.07M Buy
35,287
+526
+2% +$42.7K 0.08% 213
2025
Q2 		$2.91M Buy
34,761
+632
+2% +$45.6K 0.08% 205
2025
Q1 		$2.5M Buy
34,129
+2,066
+6% +$155K 0.08% 206
2024
Q4 		$2.29M Buy
32,063
+309
+1% +$21.1K 0.08% 208
2024
Q3 		$2.05M Buy
31,754
+4,096
+15% +$232K 0.07% 212
2024
Q2 		$1.66M Buy
27,658
+2,378
+9% +$140K 0.06% 238
2024
Q1 		$1.54M Sell
25,280
-490
-2% -$25.6K 0.07% 245
2023
Q4 		$1.28M Sell
25,770
-485
-2% -$20.9K 0.06% 269
2023
Q3 		$1.04M Sell
26,255
-2,577
-9% -$111K 0.06% 282
2023
Q2 		$1.3M Buy
28,832
+994
+4% +$40K 0.07% 255
2023
Q1 		$1.15M Buy
27,838
+2,331
+9% +$102K 0.07% 245
2022
Q4 		$1.23M Sell
25,507
-2,417
-9% -$107K 0.08% 233
2022
Q3 		$1.31M Buy
27,924
+2,101
+8% +$90.3K 0.09% 194
2022
Q2 		$1.13M Buy
25,823
+2,475
+11% +$109K 0.08% 210
2022
Q1 		$983K Sell
23,348
-3,316
-12% -$177K 0.08% 206
2021
Q4 		$1.54M Buy
26,664
+1,818
+7% +$89.5K 0.11% 165
2021
Q3 		$1.26M Sell
24,846
-1,357
-5% -$62.8K 0.09% 191
2021
Q2 		$1.18M Sell
26,203
-2,153
-8% -$96.1K 0.09% 186
2021
Q1 		$1.25M Buy
28,356
+3,037
+12% +$108K 0.1% 168
2020
Q4 		$808K Buy
25,319
+4,971
+24% +$129K 0.08% 205
2020
Q3 		$449K Buy
20,348
+233
+1% +$5.74K 0.05% 256
2020
Q2 		$513K Buy
20,115
+1,750
+10% +$47.9K 0.06% 218
2020
Q1 		$521K Buy
18,365
+1,019
+6% +$43.3K 0.08% 184
2019
Q4 		$854K Sell
17,346
-917
-5% -$48K 0.11% 142
2019
Q3 		$933K Buy
18,263
+2,120
+13% +$99.9K 0.13% 123
2019
Q2 		$750K Sell
16,143
-152
-0.9% -$7.11K 0.11% 138
2019
Q1 		$775K Sell
16,295
-5,473
-25% -$269K 0.11% 133
2018
Q4 		$1.04M Sell
21,768
-2,444
-10% -$125K 0.15% 117
2018
Q3 		$1.26M Buy
24,212
+3,336
+16% +$190K 0.19% 95
2018
Q2 		$1.16M Buy
20,876
+8,239
+65% +$441K 0.18% 97
2018
Q1 		$662K Buy
12,637
+4,631
+58% +$275K 0.11% 127
2017
Q4 		$486K Sell
8,006
-6,143
-43% -$347K 0.08% 165
2017
Q3 		$780K Buy
14,149
+12,820
+965% +$681K 0.13% 116
2017
Q2 		$74K Sell
1,329
-12,303
-90% -$659K 0.02% 317
2017
Q1 		$759K Sell
13,632
-1,674
-11% -$95K 0.21% 78
2016
Q4 		$844K Buy
15,306
+1,109
+8% +$55.8K 0.31% 68
2016
Q3 		$629K Buy
14,197
+4,000
+39% +$191K 0.25% 80
2016
Q2 		$483K Hold
10,197
– – 0.23% 69
2016
Q1 		$493K Hold
10,197
– – 0.26% 62
2015
Q4 		$554K Buy
10,197
+2,102
+26% +$114K 0.26% 63
2015
Q3 		$416K Sell
8,095
-8,421
-51% -$463K 0.23% 66
2015
Q2 		$917K Buy
16,516
+8,095
+96% +$451K 0.42% 52
2015
Q1 		$462K Sell
8,421
-65
-0.8% -$3.51K 0.2% 73
2014
Q4 		$465K Buy
+8,486
New +$449K 0.2% 71

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

Chicago Partners Investment Group's WFC Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Wells Fargo (WFC) stake by 11% in Q1 2026, buying an estimated $346K and bringing the position to 40,428 shares worth $3.26M. The position accounts for 0.07% of the portfolio, ranked #233.

Chicago Partners Investment Group first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Chicago Partners Investment Group held 40,428 shares of Wells Fargo worth $3.26M as of Q1 2026.
  • Chicago Partners Investment Group bought 4,031 Wells Fargo shares in Q1 2026, an estimated $346K.
  • Wells Fargo made up 0.07% of Chicago Partners Investment Group's portfolio in Q1 2026, its #233 holding.
  • Chicago Partners Investment Group first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.