Cresset Asset Management’s Wells Fargo WFC Stock Holding History

Cresset Asset 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	$22.7M	Sell	284,771 -11,909	-4%	-$1.02M	0.1%	140
2025 Q4	$27.7M	Buy	296,680 +5,721	+2%	+$497K	0.12%	107
2025 Q3	$24.4M	Buy	290,959 +6,388	+2%	+$518K	0.11%	111
2025 Q2	$22.8M	Sell	284,571 -17,910	-6%	-$1.29M	0.11%	115
2025 Q1	$21.7M	Sell	302,481 -17,764	-6%	-$1.33M	0.11%	118
2024 Q4	$22.5M	Sell	320,245 -453,568	-59%	-$31M	0.11%	117
2024 Q3	$43.7M	Sell	773,813 -4,123	-0.5%	-$233K	0.17%	87
2024 Q2	$46.2M	Buy	777,936 +3,342	+0.4%	+$197K	0.19%	79
2024 Q1	$44.9M	Buy	774,594 +124,210	+19%	+$6.5M	0.22%	69
2023 Q4	$32M	Buy	650,384 +4,650	+0.7%	+$201K	0.19%	76
2023 Q3	$26.4M	Buy	645,734 +5,408	+0.8%	+$233K	0.1%	98
2023 Q2	$27.3M	Buy	640,326 +562,181	+719%	+$22.6M	0.03%	142
2023 Q1	$2.92M	Sell	78,145 -753	-1%	-$32.8K	0.06%	184
2022 Q4	$1.63M	Sell	78,898 -18,320	-19%	-$811K	0.02%	231
2022 Q3	$3.91M	Buy	97,218 +13,739	+16%	+$590K	0.05%	147
2022 Q2	$3.19M	Buy	83,479 +26,071	+45%	+$1.14M	0.04%	167
2022 Q1	$2.78M	Sell	57,408 -2,758	-5%	-$148K	0.03%	209
2021 Q4	$2.89M	Buy	60,166 +8,996	+18%	+$443K	0.03%	237
2021 Q3	$2.37M	Buy	51,170 +12,221	+31%	+$566K	0.03%	201
2021 Q2	$1.76M	Sell	38,949 -153	-0.4%	-$6.83K	0.03%	229
2021 Q1	$1.53M	Buy	39,102 +9,053	+30%	+$320K	0.02%	213
2020 Q4	$907K	Sell	30,049 -13,087	-30%	-$339K	0.01%	259
2020 Q3	$1.01M	Sell	43,136 -587	-1%	-$14.5K	0.02%	232
2020 Q2	$1.12M	Sell	43,723 -7,577	-15%	-$207K	0.02%	200
2020 Q1	$1.47M	Buy	51,300 +905	+2%	+$38.5K	0.04%	140
2019 Q4	$2.71M	Buy	50,395 +4,130	+9%	+$216K	0.07%	109
2019 Q3	$2.33M	Buy	46,265 +8,715	+23%	+$411K	0.07%	123
2019 Q2	$1.78M	Buy	37,550 +12,568	+50%	+$588K	0.06%	130
2019 Q1	$1.21M	Buy	24,982 +9,517	+62%	+$468K	0.05%	96
2018 Q4	$713K	Buy	+15,465	New	+$792K	0.04%	96

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

Cresset Asset Management's WFC Position: Q1 2026 in Review

Cresset Asset Management reduced its Wells Fargo (WFC) stake by 4% in Q1 2026, selling an estimated $1.02M and leaving 284,771 shares worth $22.7M. The position accounts for 0.1% of the portfolio, ranked #140.

Cresset Asset Management first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $46.2M in Q2 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Cresset Asset Management held 284,771 shares of Wells Fargo worth $22.7M as of Q1 2026.
Cresset Asset Management sold 11,909 Wells Fargo shares in Q1 2026, an estimated $1.02M.
Wells Fargo made up 0.1% of Cresset Asset Management's portfolio in Q1 2026, its #140 holding.
Cresset Asset Management first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
Cresset Asset Management's Wells Fargo position peaked at $46.2M in Q2 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.