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Clarendon Private’s Wells Fargo WFC Stock Holding History

Clarendon Private’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 		$877K Sell
11,015
-1,812
-14% -$156K 0.67% 36
2025
Q4 		$1.2M Sell
12,827
-1,423
-10% -$124K 1.01% 22
2025
Q3 		$1.19M Sell
14,250
-722
-5% -$58.5K 1.08% 20
2025
Q2 		$1.2M Buy
14,972
+1,703
+13% +$123K 1.15% 20
2025
Q1 		$953K Buy
13,269
+1,205
+10% +$90.5K 1.01% 25
2024
Q4 		$847K Buy
+12,064
New +$824K 0.89% 28

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

Clarendon Private's WFC Position: Q1 2026 in Review

Clarendon Private reduced its Wells Fargo (WFC) stake by 14% in Q1 2026, selling an estimated $156K and leaving 11,015 shares worth $877K. The position accounts for 0.67% of the portfolio, ranked #36.

Clarendon Private first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q2 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Clarendon Private held 11,015 shares of Wells Fargo worth $877K as of Q1 2026.
  • Clarendon Private sold 1,812 Wells Fargo shares in Q1 2026, an estimated $156K.
  • Wells Fargo made up 0.67% of Clarendon Private's portfolio in Q1 2026, its #36 holding.
  • Clarendon Private first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Clarendon Private's Wells Fargo position peaked at $1.2M in Q2 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Clarendon Private's 13F filing for Q1 2026, filed 11 May 2026.