Covestor
WFC icon

Covestor’s Wells Fargo WFC Stock Holding History

Covestor’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 		$62K Buy
779
+52
+7% +$4.5K 0.04% 639
2026
Q2 		$60K Sell
727
-78
-10% -$6.27K 0.03% 696
2026
Q1 		$64K Sell
805
-417
-34% -$35.8K 0.04% 551
2025
Q4 		$114K Sell
1,222
-141
-10% -$12.2K 0.06% 506
2025
Q3 		$114K Sell
1,363
-170
-11% -$13.8K 0.06% 508
2025
Q2 		$123K Sell
1,533
-8
-0.5% -$577 0.07% 434
2025
Q1 		$111K Sell
1,541
-1,101
-42% -$82.7K 0.07% 423
2024
Q4 		$186K Buy
2,642
+1,316
+99% +$89.8K 0.12% 203
2024
Q3 		$75K Buy
1,326
+196
+17% +$11.1K 0.05% 688
2024
Q2 		$67K Sell
1,130
-514
-31% -$30.3K 0.04% 725
2024
Q1 		$95K Sell
1,644
-238
-13% -$12.5K 0.06% 574
2023
Q4 		$93K Buy
1,882
+689
+58% +$29.7K 0.06% 546
2023
Q3 		$49K Sell
1,193
-2,424
-67% -$105K 0.04% 784
2023
Q2 		$155K Sell
3,617
-858
-19% -$34.5K 0.12% 223
2023
Q1 		$167K Buy
4,475
+742
+20% +$32.3K 0.15% 167
2022
Q4 		$154K Sell
3,733
-344
-8% -$15.2K 0.13% 203
2022
Q3 		$164K Sell
4,077
-1,711
-30% -$73.5K 0.14% 128
2022
Q2 		$227K Buy
5,788
+2,001
+53% +$87.8K 0.18% 88
2022
Q1 		$184K Buy
3,787
+2,204
+139% +$118K 0.12% 179
2021
Q4 		$76K Buy
+1,583
New +$77.9K 0.11% 300

Other funds holding WFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Covestor's WFC Position: Q3 2026 in Review

Covestor increased its Wells Fargo (WFC) stake by 7.2% in Q3 2026, buying an estimated $4.5K and bringing the position to 779 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #639.

Covestor first reported a position in WFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $227K in Q2 2022. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Covestor held 779 shares of Wells Fargo worth $62K as of Q3 2026.
  • Covestor bought 52 Wells Fargo shares in Q3 2026, an estimated $4.5K.
  • Wells Fargo made up 0.04% of Covestor's portfolio in Q3 2026, its #639 holding.
  • Covestor first reported a position in Wells Fargo in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Wells Fargo position peaked at $227K in Q2 2022.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.