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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
Q2 		$4.91M Sell
59,382
-9,883
-14% -$794K 3.22% 10
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clayton Partners's WFC Position: Q2 2026 in Review

Clayton Partners reduced its Wells Fargo (WFC) stake by 14% in Q2 2026, selling an estimated $794K and leaving 59,382 shares worth $4.91M. The position accounts for 3.22% of the portfolio, ranked #10.

Clayton Partners first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2021. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Clayton Partners held 59,382 shares of Wells Fargo worth $4.91M as of Q2 2026.
  • Clayton Partners sold 9,883 Wells Fargo shares in Q2 2026, an estimated $794K.
  • Wells Fargo made up 3.22% of Clayton Partners's portfolio in Q2 2026, its #10 holding.
  • Clayton Partners first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • Clayton Partners's Wells Fargo position peaked at $10.6M in Q4 2021.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Clayton Partners's 13F filing for Q2 2026, filed 14 Aug 2026.