Cresset Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
VCM
VPM
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. 2,800 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.
- 2,800 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.