ClearBridge Investments’s Wells Fargo WFC Stock Holding History

ClearBridge Investments’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	$8.78M	Sell	110,230 -1,293	-1%	-$111K	0.01%	484
2025 Q4	$10.4M	Sell	111,523 -994	-0.9%	-$86.3K	0.01%	480
2025 Q3	$9.43M	Buy	112,517 +4,137	+4%	+$335K	0.01%	517
2025 Q2	$8.68M	Buy	108,380 +1,410	+1%	+$102K	0.01%	499
2025 Q1	$7.68M	Buy	106,970 +2,133	+2%	+$160K	0.01%	531
2024 Q4	$7.36M	Sell	104,837 -39,997	-28%	-$2.73M	0.01%	557
2024 Q3	$8.18M	Sell	144,834 -3,789	-3%	-$214K	0.01%	550
2024 Q2	$8.82M	Sell	148,623 -2,030,656	-93%	-$120M	0.01%	550
2024 Q1	$126M	Sell	2,179,279 -1,763,002	-45%	-$92.2M	0.1%	218
2023 Q4	$194M	Buy	3,942,281 +125,793	+3%	+$5.43M	0.17%	142
2023 Q3	$156M	Sell	3,816,488 -28,254	-0.7%	-$1.22M	0.15%	155
2023 Q2	$164M	Buy	3,844,742 +30,470	+0.8%	+$1.23M	0.15%	148
2023 Q1	$143M	Sell	3,814,272 -1,548,075	-29%	-$67.5M	0.14%	166
2022 Q4	$221M	Sell	5,362,347 -175,363	-3%	-$7.76M	0.22%	117
2022 Q3	$223M	Buy	5,537,710 +153,254	+3%	+$6.58M	0.22%	112
2022 Q2	$211M	Sell	5,384,456 -266,263	-5%	-$11.7M	0.2%	123
2022 Q1	$274M	Buy	5,650,719 +97,306	+2%	+$5.21M	0.21%	116
2021 Q4	$266M	Sell	5,553,413 -7,884	-0.1%	-$388K	0.18%	124
2021 Q3	$258M	Sell	5,561,297 -128,089	-2%	-$5.93M	0.18%	123
2021 Q2	$258M	Sell	5,689,386 -14,595	-0.3%	-$652K	0.18%	126
2021 Q1	$223M	Buy	5,703,981 +602,678	+12%	+$21.3M	0.17%	131
2020 Q4	$154M	Buy	5,101,303 +208,879	+4%	+$5.41M	0.12%	162
2020 Q3	$115M	Buy	4,892,424 +102,264	+2%	+$2.52M	0.1%	176
2020 Q2	$123M	Sell	4,790,160 -6,551,669	-58%	-$179M	0.11%	167
2020 Q1	$326M	Sell	11,341,829 -1,634,457	-13%	-$69.5M	0.35%	78
2019 Q4	$697M	Sell	12,976,286 -78,746	-0.6%	-$4.12M	0.58%	48
2019 Q3	$658M	Buy	13,055,032 +3,889,473	+42%	+$183M	0.57%	48
2019 Q2	$434M	Sell	9,165,559 -1,928,374	-17%	-$90.2M	0.38%	81
2019 Q1	$536M	Sell	11,093,933 -144,180	-1%	-$7.09M	0.47%	62
2018 Q4	$518M	Sell	11,238,113 -53,768	-0.5%	-$2.75M	0.52%	50
2018 Q3	$594M	Buy	11,291,881 +927,517	+9%	+$53M	0.51%	50
2018 Q2	$575M	Sell	10,364,364 -55,971	-0.5%	-$3M	0.47%	54
2018 Q1	$546M	Sell	10,420,335 -257,142	-2%	-$15.3M	0.52%	52
2017 Q4	$648M	Buy	10,677,477 +269,134	+3%	+$15.2M	0.6%	40
2017 Q3	$574M	Buy	10,408,343 +499,722	+5%	+$26.6M	0.55%	46
2017 Q2	$549M	Buy	9,908,621 +14,703	+0.1%	+$788K	0.54%	48
2017 Q1	$551M	Buy	9,893,918 +196,202	+2%	+$11.1M	0.55%	44
2016 Q4	$534M	Buy	9,697,716 +1,065,994	+12%	+$53.6M	0.59%	45
2016 Q3	$382M	Sell	8,631,722 -1,547,832	-15%	-$74.1M	0.43%	63
2016 Q2	$482M	Buy	10,179,554 +4,413,111	+77%	+$215M	0.57%	47
2016 Q1	$279M	Sell	5,766,443 -203,614	-3%	-$9.97M	0.33%	83
2015 Q4	$325M	Sell	5,970,057 -17,436	-0.3%	-$947K	0.38%	72
2015 Q3	$307M	Sell	5,987,493 -116,839	-2%	-$6.43M	0.37%	77
2015 Q2	$343M	Sell	6,104,332 -399,338	-6%	-$22.3M	0.36%	79
2015 Q1	$354M	Sell	6,503,670 -115,024	-2%	-$6.22M	0.37%	76
2014 Q4	$363M	Sell	6,618,694 -550,327	-8%	-$29.1M	0.38%	79
2014 Q3	$372M	Sell	7,169,021 -190,298	-3%	-$9.79M	0.41%	72
2014 Q2	$387M	Sell	7,359,319 -455,329	-6%	-$22.9M	0.44%	69
2014 Q1	$389M	Sell	7,814,648 -110,533	-1%	-$5.15M	0.46%	65
2013 Q4	$360M	Sell	7,925,181 -481,732	-6%	-$20.8M	0.45%	67
2013 Q3	$347M	Buy	8,406,913 +168,028	+2%	+$7.17M	0.49%	65
2013 Q2	$340M	Buy	+8,238,885	New	+$321M	0.52%	55

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments's WFC Position: Q1 2026 in Review

ClearBridge Investments reduced its Wells Fargo (WFC) stake by 1.2% in Q1 2026, selling an estimated $111K and leaving 110,230 shares worth $8.78M. The position accounts for 0.01% of the portfolio, ranked #484.

ClearBridge Investments first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $697M in Q4 2019. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

ClearBridge Investments held 110,230 shares of Wells Fargo worth $8.78M as of Q1 2026.
ClearBridge Investments sold 1,293 Wells Fargo shares in Q1 2026, an estimated $111K.
Wells Fargo made up 0.01% of ClearBridge Investments's portfolio in Q1 2026, its #484 holding.
ClearBridge Investments first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
ClearBridge Investments's Wells Fargo position peaked at $697M in Q4 2019.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.