Copeland Capital Management’s Wells Fargo WFC Stock Holding History

Copeland Capital Management’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	$20.5K	Hold	258	–	–	﹤0.01%	234
2025 Q4	$24K	Hold	258	–	–	﹤0.01%	234
2025 Q3	$21.6K	Hold	258	–	–	﹤0.01%	230
2025 Q2	$20.7K	Hold	258	–	–	﹤0.01%	222
2025 Q1	$18.5K	Hold	258	–	–	﹤0.01%	224
2024 Q4	$18.1K	Buy	+258	New	+$17.6K	﹤0.01%	223
2016 Q3	–	Sell	-50,296	Closed	-$2.38M	–	185
2016 Q2	$2.38M	Sell	50,296 -1,497	-3%	-$73K	0.16%	111
2016 Q1	$2.5M	Buy	51,793 +9,893	+24%	+$484K	0.17%	110
2015 Q4	$2.28M	Buy	41,900 +24,290	+138%	+$1.32M	0.13%	117
2015 Q3	$904K	Buy	+17,610	New	+$968K	0.06%	124

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

Copeland Capital Management's WFC Position: Q1 2026 in Review

Copeland Capital Management held its Wells Fargo (WFC) position steady in Q1 2026 at 258 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Copeland Capital Management first reported a position in WFC in Q3 2015 and has held it in 10 quarters since. The position peaked at $2.5M in Q1 2016. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Copeland Capital Management held 258 shares of Wells Fargo worth $20.5K as of Q1 2026.
Copeland Capital Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of Copeland Capital Management's portfolio in Q1 2026, its #234 holding.
Copeland Capital Management first reported a position in Wells Fargo in Q3 2015 and has held it in 10 quarters since.
Copeland Capital Management's Wells Fargo position peaked at $2.5M in Q1 2016.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.