Convergence Investment Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.66M | Sell |
45,992
-4,267
| -8% | -$366K | 0.6% | 54 |
|
|
2025
Q4 | $4.68M | Buy |
50,259
+6,024
| +14% | +$523K | 0.93% | 25 |
|
|
2025
Q3 | $3.71M | Sell |
44,235
-2,959
| -6% | -$240K | 0.83% | 26 |
|
|
2025
Q2 | $3.78M | Sell |
47,194
-5,484
| -10% | -$395K | 0.96% | 19 |
|
|
2025
Q1 | $3.78M | Sell |
52,678
-6,691
| -11% | -$502K | 1.05% | 21 |
|
|
2024
Q4 | $4.17M | Buy |
59,369
+7,286
| +14% | +$497K | 0.93% | 24 |
|
|
2024
Q3 | $2.94M | Sell |
52,083
-442
| -0.8% | -$25K | 0.79% | 29 |
|
|
2024
Q2 | $3.12M | Buy |
52,525
+8,501
| +19% | +$502K | 0.91% | 27 |
|
|
2024
Q1 | $2.55M | Buy |
44,024
+2,396
| +6% | +$125K | 0.98% | 27 |
|
|
2023
Q4 | $2.05M | Buy |
41,628
+26,891
| +182% | +$1.16M | 1.07% | 28 |
|
|
2023
Q3 | $602K | Buy |
14,737
+1,666
| +13% | +$71.9K | 0.36% | 84 |
|
|
2023
Q2 | $558K | Sell |
13,071
-401
| -3% | -$16.1K | 0.32% | 86 |
|
|
2023
Q1 | $504K | Sell |
13,472
-54
| -0.4% | -$2.35K | 0.3% | 88 |
|
|
2022
Q4 | $558K | Sell |
13,526
-32
| -0.2% | -$1.42K | 0.33% | 85 |
|
|
2022
Q3 | $545K | Sell |
13,558
-4,138
| -23% | -$178K | 0.36% | 84 |
|
|
2022
Q2 | $693K | Sell |
17,696
-214
| -1% | -$9.39K | 0.42% | 84 |
|
|
2022
Q1 | $868K | Buy |
17,910
+459
| +3% | +$24.6K | 0.45% | 78 |
|
|
2021
Q4 | $837K | Sell |
17,451
-2
| -0% | -$98 | 0.43% | 82 |
|
|
2021
Q3 | $810K | Sell |
17,453
-5,274
| -23% | -$244K | 0.44% | 82 |
|
|
2021
Q2 | $1.03M | Sell |
22,727
-1,719
| -7% | -$76.8K | 0.44% | 82 |
|
|
2021
Q1 | $955K | Buy |
24,446
+552
| +2% | +$19.5K | 0.44% | 80 |
|
|
2020
Q4 | $721K | Sell |
23,894
-21,255
| -47% | -$550K | 0.36% | 85 |
|
|
2020
Q3 | $1.06M | Sell |
45,149
-49,316
| -52% | -$1.22M | 0.37% | 100 |
|
|
2020
Q2 | $2.42M | Buy |
94,465
+21,806
| +30% | +$597K | 0.83% | 31 |
|
|
2020
Q1 | $2.08M | Sell |
72,659
-20,526
| -22% | -$873K | 0.91% | 28 |
|
|
2019
Q4 | $5.01M | Sell |
93,185
-3,349
| -3% | -$175K | 1.43% | 8 |
|
|
2019
Q3 | $4.87M | Sell |
96,534
-8,750
| -8% | -$412K | 1.36% | 8 |
|
|
2019
Q2 | $4.98M | Buy |
105,284
+36,712
| +54% | +$1.72M | 1.2% | 13 |
|
|
2019
Q1 | $3.31M | Buy |
68,572
+58,262
| +565% | +$2.87M | 0.72% | 34 |
|
|
2018
Q4 | $475K | Sell |
10,310
-51,720
| -83% | -$2.65M | 0.11% | 192 |
|
|
2018
Q3 | $3.26M | Sell |
62,030
-20,345
| -25% | -$1.16M | 0.66% | 41 |
|
|
2018
Q2 | $4.57M | Sell |
82,375
-22,423
| -21% | -$1.2M | 0.64% | 44 |
|
|
2018
Q1 | $5.49M | Buy |
104,798
+54,977
| +110% | +$3.27M | 0.72% | 24 |
|
|
2017
Q4 | $3.02M | Buy |
49,821
+2,817
| +6% | +$159K | 0.41% | 93 |
|
|
2017
Q3 | $2.59M | Buy |
47,004
+100
| +0.2% | +$5.32K | 0.37% | 95 |
|
|
2017
Q2 | $2.6M | Buy |
46,904
+2,135
| +5% | +$114K | 0.38% | 93 |
|
|
2017
Q1 | $2.49M | Sell |
44,769
-1,596
| -3% | -$90.6K | 0.35% | 109 |
|
|
2016
Q4 | $2.56M | Sell |
46,365
-3,252
| -7% | -$164K | 0.35% | 104 |
|
|
2016
Q3 | $2.2M | Sell |
49,617
-6,505
| -12% | -$311K | 0.32% | 110 |
|
|
2016
Q2 | $2.66M | Sell |
56,122
-1,275
| -2% | -$62.2K | 0.37% | 96 |
|
|
2016
Q1 | $2.78M | Buy |
57,397
+629
| +1% | +$30.8K | 0.33% | 106 |
|
|
2015
Q4 | $3.09M | Sell |
56,768
-34,974
| -38% | -$1.9M | 0.35% | 101 |
|
|
2015
Q3 | $4.71M | Buy |
91,742
+35,215
| +62% | +$1.94M | 0.54% | 47 |
|
|
2015
Q2 | $3.18M | Sell |
56,527
-85,165
| -60% | -$4.75M | 0.31% | 114 |
|
|
2015
Q1 | $7.71M | Buy |
141,692
+40,966
| +41% | +$2.21M | 1.07% | 5 |
|
|
2014
Q4 | $5.52M | Sell |
100,726
-43,211
| -30% | -$2.29M | 0.74% | 19 |
|
|
2014
Q3 | $7.47M | Sell |
143,937
-41,472
| -22% | -$2.13M | 1.02% | 9 |
|
|
2014
Q2 | $9.74M | Sell |
185,409
-21,082
| -10% | -$1.06M | 1.29% | 9 |
|
|
2014
Q1 | $10.3M | Buy |
206,491
+22,801
| +12% | +$1.06M | 1.56% | 8 |
|
|
2013
Q4 | $8.34M | Buy |
183,690
+23,277
| +15% | +$1.01M | 1.35% | 8 |
|
|
2013
Q3 | $6.63M | Buy |
160,413
+97,471
| +155% | +$4.16M | 1.4% | 10 |
|
|
2013
Q2 | $2.6M | Buy |
+62,942
| New | +$2.45M | 0.67% | 28 |
|
Other funds holding WFC
VCM
VPM
Convergence Investment Partners's WFC Position: Q1 2026 in Review
Convergence Investment Partners reduced its Wells Fargo (WFC) stake by 8.5% in Q1 2026, selling an estimated $366K and leaving 45,992 shares worth $3.66M. The position accounts for 0.6% of the portfolio, ranked #54.
Convergence Investment Partners first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q1 2014. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Convergence Investment Partners held 45,992 shares of Wells Fargo worth $3.66M as of Q1 2026.
- Convergence Investment Partners sold 4,267 Wells Fargo shares in Q1 2026, an estimated $366K.
- Wells Fargo made up 0.6% of Convergence Investment Partners's portfolio in Q1 2026, its #54 holding.
- Convergence Investment Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Convergence Investment Partners's Wells Fargo position peaked at $10.3M in Q1 2014.
- 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.