Corient Private Wealth
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Corient Private Wealth’s Wells Fargo WFC Stock Holding History

Corient Private Wealth’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 		$123M Sell
1,551,052
-1,941,928
-56% -$167M 0.18% 120
2025
Q4 		$321M Buy
3,492,980
+1,907,736
+120% +$166M 0.22% 94
2025
Q3 		$133M Sell
1,585,244
-147,756
-9% -$12M 0.21% 101
2025
Q2 		$139M Buy
1,733,000
+11,116
+0.6% +$801K 0.18% 114
2025
Q1 		$124M Sell
1,721,884
-135,962
-7% -$10.2M 0.2% 114
2024
Q4 		$130M Buy
1,857,846
+3,506
+0.2% +$239K 0.22% 106
2024
Q3 		$105M Buy
1,854,340
+134,918
+8% +$7.63M 0.16% 137
2024
Q2 		$102M Sell
1,719,422
-298,991
-15% -$17.7M 0.18% 128
2024
Q1 		$117M Sell
2,018,413
-18,108
-0.9% -$947K 0.21% 114
2023
Q4 		$100M Sell
2,036,521
-118,572
-6% -$5.12M 0.18% 126
2023
Q3 		$88.1M Buy
2,155,093
+53,529
+3% +$2.31M 0.2% 119
2023
Q2 		$89.7M Buy
2,101,564
+1,184,653
+129% +$47.7M 0.21% 115
2023
Q1 		$34.2M Buy
916,911
+63,296
+7% +$2.76M 0.09% 216
2022
Q4 		$36M Buy
+853,615
New +$37.8M 0.13% 179

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth's WFC Position: Q1 2026 in Review

Corient Private Wealth reduced its Wells Fargo (WFC) stake by 56% in Q1 2026, selling an estimated $167M and leaving 1,551,052 shares worth $123M. The position accounts for 0.18% of the portfolio, ranked #120.

Corient Private Wealth first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $321M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Corient Private Wealth held 1,551,052 shares of Wells Fargo worth $123M as of Q1 2026.
  • Corient Private Wealth sold 1,941,928 Wells Fargo shares in Q1 2026, an estimated $167M.
  • Wells Fargo made up 0.18% of Corient Private Wealth's portfolio in Q1 2026, its #120 holding.
  • Corient Private Wealth first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Wells Fargo position peaked at $321M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.