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 Q2	–	Sell	-258	Closed	-$20.5K	–	289
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Copeland Capital Management's WFC Position: Q2 2026 in Review

Copeland Capital Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 258 shares — an estimated $20.5K sold.

Copeland Capital Management first reported a position in WFC in Q3 2015 and held it in 10 quarters. The position peaked at $2.5M in Q1 2016. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Copeland Capital Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
Copeland Capital Management sold 258 Wells Fargo shares in Q2 2026, an estimated $20.5K.
Copeland Capital Management first reported a position in Wells Fargo in Q3 2015 and held it in 10 quarters.
Copeland Capital Management's Wells Fargo position peaked at $2.5M in Q1 2016.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.