CIBC Private Wealth Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $24.4M | Buy |
261,388
+4,821
| +2% | +$419K | 0.04% | 259 |
|
|
2025
Q3 | $21.5M | Buy |
256,567
+15,744
| +7% | +$1.28M | 0.04% | 273 |
|
|
2025
Q2 | $19.3M | Sell |
240,823
-380
| -0.2% | -$27.4K | 0.03% | 281 |
|
|
2025
Q1 | $15M | Sell |
241,203
-8,266
| -3% | -$621K | 0.03% | 286 |
|
|
2024
Q4 | $17.9M | Buy |
249,469
+4,310
| +2% | +$294K | 0.03% | 281 |
|
|
2024
Q3 | $13.8M | Buy |
245,159
+96,862
| +65% | +$5.48M | 0.02% | 314 |
|
|
2024
Q2 | $8.75M | Sell |
148,297
-29,280
| -16% | -$1.73M | 0.02% | 337 |
|
|
2024
Q1 | $10.2M | Buy |
177,577
+3,364
| +2% | +$176K | 0.02% | 323 |
|
|
2023
Q4 | $8.55M | Sell |
174,213
-34,906
| -17% | -$1.51M | 0.02% | 328 |
|
|
2023
Q3 | $8.54M | Sell |
209,119
-47,278
| -18% | -$2.04M | 0.02% | 326 |
|
|
2023
Q2 | $10.9M | Sell |
256,397
-4,160
| -2% | -$167K | 0.02% | 317 |
|
|
2023
Q1 | $14.6M | Buy |
260,557
+3,654
| +1% | +$159K | 0.03% | 280 |
|
|
2022
Q4 | $7.82M | Sell |
256,903
-563
| -0.2% | -$24.9K | 0.03% | 291 |
|
|
2022
Q3 | $10.4M | Buy |
257,466
+214
| +0.1% | +$9.19K | 0.03% | 298 |
|
|
2022
Q2 | $10.1M | Sell |
257,252
-3,978
| -2% | -$175K | 0.03% | 303 |
|
|
2022
Q1 | $12.7M | Buy |
261,230
+10,318
| +4% | +$552K | 0.03% | 300 |
|
|
2021
Q4 | $12M | Buy |
250,912
+59,842
| +31% | +$2.95M | 0.03% | 310 |
|
|
2021
Q3 | $8.87M | Sell |
191,070
-44,115
| -19% | -$2.04M | 0.02% | 343 |
|
|
2021
Q2 | $10.7M | Sell |
235,185
-432,801
| -65% | -$19.3M | 0.02% | 332 |
|
|
2021
Q1 | $26.1M | Buy |
667,986
+10,514
| +2% | +$372K | 0.07% | 212 |
|
|
2020
Q4 | $19.8M | Buy |
657,472
+454,983
| +225% | +$11.8M | 0.05% | 242 |
|
|
2020
Q3 | $4.81M | Sell |
202,489
-45,904
| -18% | -$1.13M | 0.01% | 367 |
|
|
2020
Q2 | $6.36M | Sell |
248,393
-183,663
| -43% | -$5.03M | 0.03% | 281 |
|
|
2020
Q1 | $12.4M | Sell |
432,056
-2,648,508
| -86% | -$113M | 0.05% | 221 |
|
|
2019
Q4 | $166M | Sell |
3,080,564
-20,738
| -0.7% | -$1.09M | 0.54% | 55 |
|
|
2019
Q3 | $156M | Sell |
3,101,302
-1,473,813
| -32% | -$69.4M | 0.55% | 55 |
|
|
2019
Q2 | $216M | Buy |
4,575,115
+671,369
| +17% | +$31.4M | 0.76% | 38 |
|
|
2019
Q1 | $189M | Buy |
3,903,746
+89,319
| +2% | +$4.39M | 0.73% | 37 |
|
|
2018
Q4 | $176M | Sell |
3,814,427
-2,198
| -0.1% | -$113K | 0.78% | 34 |
|
|
2018
Q3 | $201M | Sell |
3,816,625
-25,312
| -0.7% | -$1.45M | 0.76% | 31 |
|
|
2018
Q2 | $213M | Buy |
3,841,937
+544,392
| +17% | +$29.2M | 0.87% | 20 |
|
|
2018
Q1 | $173M | Sell |
3,297,545
-44,563
| -1% | -$2.65M | 0.75% | 32 |
|
|
2017
Q4 | $203M | Sell |
3,342,108
-51,578
| -2% | -$2.91M | 0.86% | 25 |
|
|
2017
Q3 | $187M | Sell |
3,393,686
-52,737
| -2% | -$2.8M | 0.85% | 28 |
|
|
2017
Q2 | $191M | Sell |
3,446,423
-60,128
| -2% | -$3.22M | 1.2% | 19 |
|
|
2017
Q1 | $195M | Sell |
3,506,551
-21,820
| -0.6% | -$1.24M | 1.23% | 20 |
|
|
2016
Q4 | $194M | Sell |
3,528,371
-3,710
| -0.1% | -$187K | 1.29% | 16 |
|
|
2016
Q3 | $156M | Buy |
3,532,081
+668,666
| +23% | +$32M | 1.08% | 22 |
|
|
2016
Q2 | $136M | Buy |
2,863,415
+67,584
| +2% | +$3.3M | 0.99% | 31 |
|
|
2016
Q1 | $135M | Buy |
2,795,831
+116,523
| +4% | +$5.71M | 1.04% | 24 |
|
|
2015
Q4 | $146M | Buy |
2,679,308
+139,568
| +5% | +$7.58M | 1.14% | 22 |
|
|
2015
Q3 | $130M | Buy |
2,539,740
+70,282
| +3% | +$3.86M | 1.07% | 27 |
|
|
2015
Q2 | $139M | Buy |
2,469,458
+27,189
| +1% | +$1.52M | 1.01% | 24 |
|
|
2015
Q1 | $133M | Buy |
2,442,269
+18,643
| +0.8% | +$1.01M | 0.98% | 25 |
|
|
2014
Q4 | $133M | Buy |
2,423,626
+18,123
| +0.8% | +$959K | 1.02% | 26 |
|
|
2014
Q3 | $125M | Sell |
2,405,503
-38,949
| -2% | -$2M | 0.98% | 24 |
|
|
2014
Q2 | $128M | Sell |
2,444,452
-25,217
| -1% | -$1.27M | 1.04% | 23 |
|
|
2014
Q1 | $123M | Buy |
+2,469,669
| New | +$115M | 1.04% | 21 |
|
Other funds holding WFC
CIBC Private Wealth Group's WFC Position: Q4 2025 in Review
CIBC Private Wealth Group increased its Wells Fargo (WFC) stake by 1.9% in Q4 2025, buying an estimated $419K and bringing the position to 261,388 shares worth $24.4M. The position accounts for 0.04% of the portfolio, ranked #259.
CIBC Private Wealth Group first reported a position in WFC in Q1 2014 and has held it in 48 quarters since. The position peaked at $216M in Q2 2019. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.
- CIBC Private Wealth Group held 261,388 shares of Wells Fargo worth $24.4M as of Q4 2025.
- CIBC Private Wealth Group bought 4,821 Wells Fargo shares in Q4 2025, an estimated $419K.
- Wells Fargo made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #259 holding.
- CIBC Private Wealth Group first reported a position in Wells Fargo in Q1 2014 and has held it in 48 quarters since.
- CIBC Private Wealth Group's Wells Fargo position peaked at $216M in Q2 2019.
- 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.