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Culbertson A N & Co’s Wells Fargo WFC Stock Holding History

Culbertson A N & Co’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 		$6.74M Sell
84,621
-990
-1% -$85K 0.87% 37
2025
Q4 		$7.98M Buy
85,611
+10,800
+14% +$938K 1.09% 26
2025
Q3 		$6.27M Sell
74,811
-285
-0.4% -$23.1K 0.89% 35
2025
Q2 		$6.02M Buy
75,096
+3,820
+5% +$275K 0.92% 34
2025
Q1 		$5.12M Sell
71,276
-130
-0.2% -$9.76K 0.82% 37
2024
Q4 		$5.02M Buy
71,406
+5,219
+8% +$356K 0.8% 37
2024
Q3 		$3.74M Sell
66,187
-1,800
-3% -$102K 0.6% 47
2024
Q2 		$4.04M Hold
67,987
– – 0.71% 41
2024
Q1 		$3.94M Sell
67,987
-1,240
-2% -$64.9K 0.68% 43
2023
Q4 		$3.41M Sell
69,227
-4,500
-6% -$194K 0.63% 44
2023
Q3 		$3.01M Sell
73,727
-1,105
-1% -$47.7K 0.6% 48
2023
Q2 		$3.19M Sell
74,832
-3,770
-5% -$152K 0.62% 46
2023
Q1 		$2.94M Buy
78,602
+2,065
+3% +$90K 0.6% 49
2022
Q4 		$3.16M Buy
76,537
+1,036
+1% +$45.9K 0.67% 45
2022
Q3 		$3.04M Buy
75,501
+1,805
+2% +$77.5K 0.7% 44
2022
Q2 		$2.89M Buy
73,696
+2,026
+3% +$88.9K 0.63% 51
2022
Q1 		$3.47M Buy
71,670
+11,475
+19% +$614K 0.65% 49
2021
Q4 		$2.89M Buy
60,195
+10,550
+21% +$519K 0.54% 56
2021
Q3 		$2.3M Buy
49,645
+99
+0.2% +$4.58K 0.47% 61
2021
Q2 		$2.24M Sell
49,546
-1,485
-3% -$66.3K 0.47% 60
2021
Q1 		$1.99M Sell
51,031
-2,885
-5% -$102K 0.44% 62
2020
Q4 		$1.63M Sell
53,916
-8,390
-13% -$217K 0.39% 62
2020
Q3 		$1.47M Sell
62,306
-22,617
-27% -$557K 0.39% 63
2020
Q2 		$2.17M Sell
84,923
-7,941
-9% -$217K 0.6% 54
2020
Q1 		$2.67M Sell
92,864
-6,733
-7% -$286K 0.86% 40
2019
Q4 		$5.36M Sell
99,597
-3,079
-3% -$161K 1.38% 23
2019
Q3 		$5.18M Buy
102,676
+412
+0.4% +$19.4K 1.41% 23
2019
Q2 		$4.84M Sell
102,264
-2,032
-2% -$95K 1.35% 25
2019
Q1 		$5.04M Sell
104,296
-2,750
-3% -$135K 1.45% 24
2018
Q4 		$4.93M Sell
107,046
-5,398
-5% -$276K 1.57% 22
2018
Q3 		$5.91M Sell
112,444
-668
-0.6% -$38.1K 1.61% 20
2018
Q2 		$6.27M Sell
113,112
-865
-0.8% -$46.3K 1.87% 17
2018
Q1 		$5.97M Sell
113,977
-6,006
-5% -$357K 1.79% 19
2017
Q4 		$7.28M Sell
119,983
-1,505
-1% -$85K 2.05% 16
2017
Q3 		$6.7M Buy
121,488
+473
+0.4% +$25.1K 2.04% 17
2017
Q2 		$6.71M Buy
121,015
+802
+0.7% +$43K 2.13% 13
2017
Q1 		$6.69M Sell
120,213
-1,440
-1% -$81.7K 2.18% 12
2016
Q4 		$6.7M Sell
121,653
-903
-0.7% -$45.4K 2.28% 12
2016
Q3 		$5.43M Buy
122,556
+2,052
+2% +$98.2K 1.93% 21
2016
Q2 		$5.7M Sell
120,504
-320
-0.3% -$15.6K 2.11% 16
2016
Q1 		$5.84M Buy
120,824
+4,131
+4% +$202K 2.27% 13
2015
Q4 		$6.34M Buy
116,693
+3,598
+3% +$195K 2.51% 10
2015
Q3 		$5.81M Buy
113,095
+1,311
+1% +$72.1K 2.45% 9
2015
Q2 		$6.29M Buy
111,784
+1,355
+1% +$75.5K 2.45% 9
2015
Q1 		$6.01M Buy
110,429
+1,431
+1% +$77.3K 2.39% 11
2014
Q4 		$5.97M Sell
108,998
-254
-0.2% -$13.4K 2.47% 10
2014
Q3 		$5.67M Buy
109,252
+2,322
+2% +$119K 2.44% 12
2014
Q2 		$5.62M Buy
106,930
+3,639
+4% +$183K 2.44% 13
2014
Q1 		$5.14M Buy
103,291
+9,077
+10% +$423K 2.39% 13
2013
Q4 		$4.28M Sell
94,214
-300
-0.3% -$13K 2.08% 18
2013
Q3 		$3.9M Buy
94,514
+1,750
+2% +$74.7K 2.09% 16
2013
Q2 		$3.83M Buy
+92,764
New +$3.61M 2.15% 16

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

Culbertson A N & Co's WFC Position: Q1 2026 in Review

Culbertson A N & Co reduced its Wells Fargo (WFC) stake by 1.2% in Q1 2026, selling an estimated $85K and leaving 84,621 shares worth $6.74M. The position accounts for 0.87% of the portfolio, ranked #37.

Culbertson A N & Co first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.98M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Culbertson A N & Co held 84,621 shares of Wells Fargo worth $6.74M as of Q1 2026.
  • Culbertson A N & Co sold 990 Wells Fargo shares in Q1 2026, an estimated $85K.
  • Wells Fargo made up 0.87% of Culbertson A N & Co's portfolio in Q1 2026, its #37 holding.
  • Culbertson A N & Co first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Culbertson A N & Co's Wells Fargo position peaked at $7.98M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.