Cookson Peirce & Co
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Cookson Peirce & Co’s Wells Fargo WFC Stock Holding History

Cookson Peirce & Co’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
Q3 		$2.54M Buy
31,711
+4,335
+16% +$375K 0.09% 106
2026
Q2 		$2.26M Buy
27,376
+2,705
+11% +$217K 0.07% 129
2026
Q1 		$1.96M Buy
24,671
+18,792
+320% +$1.61M 0.08% 108
2025
Q4 		$548K Buy
5,879
+963
+20% +$83.6K 0.02% 232
2025
Q3 		$412K Buy
4,916
+2,062
+72% +$167K 0.02% 244
2025
Q2 		$229K Buy
+2,854
New +$206K 0.01% 262
2015
Q1 		– Sell
-9,690
Closed -$531K – 141
2014
Q4 		$531K Buy
9,690
+770
+9% +$40.8K 0.11% 93
2014
Q3 		$463K Buy
8,920
+140
+2% +$7.2K 0.11% 100
2014
Q2 		$461K Buy
8,780
+250
+3% +$12.6K 0.11% 102
2014
Q1 		$424K Buy
+8,530
New +$397K 0.11% 116

Other funds holding WFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cookson Peirce & Co's WFC Position: Q3 2026 in Review

Cookson Peirce & Co increased its Wells Fargo (WFC) stake by 16% in Q3 2026, buying an estimated $375K and bringing the position to 31,711 shares worth $2.54M. The position accounts for 0.09% of the portfolio, ranked #106.

Cookson Peirce & Co first reported a position in WFC in Q1 2014 and has held it in 10 quarters since. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Cookson Peirce & Co held 31,711 shares of Wells Fargo worth $2.54M as of Q3 2026.
  • Cookson Peirce & Co bought 4,335 Wells Fargo shares in Q3 2026, an estimated $375K.
  • Wells Fargo made up 0.09% of Cookson Peirce & Co's portfolio in Q3 2026, its #106 holding.
  • Cookson Peirce & Co first reported a position in Wells Fargo in Q1 2014 and has held it in 10 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.