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Clayton Partners’s Wells Fargo WFC Stock Holding History

Clayton Partners’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 		$5.51M Buy
69,265
+10,101
+17% +$868K 4.01% 8
2025
Q4 		$5.51M Sell
59,164
-786
-1% -$68.2K 3.98% 8
2025
Q3 		$5.03M Sell
59,950
-67
-0.1% -$5.43K 3.81% 6
2025
Q2 		$4.81M Sell
60,017
-6,133
-9% -$442K 4.04% 7
2025
Q1 		$4.75M Sell
66,150
-17,749
-21% -$1.33M 4.13% 7
2024
Q4 		$5.89M Sell
83,899
-4,366
-5% -$298K 4.08% 7
2024
Q3 		$4.99M Sell
88,265
-1,628
-2% -$92.1K 3.59% 7
2024
Q2 		$5.34M Sell
89,893
-905
-1% -$53.4K 4.29% 6
2024
Q1 		$5.26M Sell
90,798
-4,238
-4% -$222K 4.47% 6
2023
Q4 		$4.68M Sell
95,036
-4,945
-5% -$213K 3.79% 10
2023
Q3 		$4.09M Sell
99,981
-14,775
-13% -$638K 3.47% 10
2023
Q2 		$4.9M Sell
114,756
-50,995
-31% -$2.05M 4.23% 8
2023
Q1 		$6.2M Buy
165,751
+5,356
+3% +$233K 6.03% 5
2022
Q4 		$6.62M Buy
160,395
+21,532
+16% +$953K 6.27% 4
2022
Q3 		$5.58M Sell
138,863
-14,680
-10% -$631K 6.3% 5
2022
Q2 		$6.01M Buy
153,543
+3
+0% +$132 6.49% 5
2022
Q1 		$7.44M Sell
153,540
-66,480
-30% -$3.56M 6.27% 4
2021
Q4 		$10.6M Buy
220,020
+9,540
+5% +$470K 9.2% 1
2021
Q3 		$9.77M Buy
210,480
+10,033
+5% +$464K 9.34% 1
2021
Q2 		$9.08M Buy
200,447
+2,716
+1% +$121K 7.63% 1
2021
Q1 		$7.72M Buy
+197,731
New +$7M 7.46% 2

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

Clayton Partners's WFC Position: Q1 2026 in Review

Clayton Partners increased its Wells Fargo (WFC) stake by 17% in Q1 2026, buying an estimated $868K and bringing the position to 69,265 shares worth $5.51M. The position accounts for 4.01% of the portfolio, ranked #8.

Clayton Partners first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q4 2021. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Clayton Partners held 69,265 shares of Wells Fargo worth $5.51M as of Q1 2026.
  • Clayton Partners bought 10,101 Wells Fargo shares in Q1 2026, an estimated $868K.
  • Wells Fargo made up 4.01% of Clayton Partners's portfolio in Q1 2026, its #8 holding.
  • Clayton Partners first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
  • Clayton Partners's Wells Fargo position peaked at $10.6M in Q4 2021.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Clayton Partners's 13F filing for Q1 2026, filed 15 May 2026.