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Cullinan Associates’s Wells Fargo WFC Stock Holding History

Cullinan Associates’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 		$5.84M Buy
73,346
+23,680
+48% +$2.03M 0.47% 54
2025
Q4 		$4.63M Buy
49,666
+3,450
+7% +$300K 0.31% 68
2025
Q3 		$3.87M Buy
46,216
+3,050
+7% +$247K 0.25% 75
2025
Q2 		$3.46M Buy
43,166
+220
+0.5% +$15.9K 0.23% 78
2025
Q1 		$3.08M Buy
42,946
+701
+2% +$52.6K 0.22% 86
2024
Q4 		$2.97M Sell
42,245
-1,900
-4% -$130K 0.19% 87
2024
Q3 		$2.83M Buy
44,145
+1,500
+4% +$84.8K 0.16% 99
2024
Q2 		$2.53M Buy
42,645
+10,500
+33% +$620K 0.14% 108
2024
Q1 		$1.86M Sell
32,145
-300
-0.9% -$15.7K 0.1% 122
2023
Q4 		$1.6M Buy
32,445
+16,000
+97% +$690K 0.09% 125
2023
Q3 		$672K Sell
16,445
-23,320
-59% -$1.01M 0.04% 169
2023
Q2 		$1.7M Sell
39,765
-250
-0.6% -$10.1K 0.09% 132
2023
Q1 		$1.5M Buy
40,015
+534
+1% +$23.3K 0.09% 135
2022
Q4 		$1.63M Hold
39,481
– – 0.09% 131
2022
Q3 		$1.59M Hold
39,481
– – 0.1% 125
2022
Q2 		$1.55M Buy
39,481
+14,211
+56% +$624K 0.09% 123
2022
Q1 		$1.23M Buy
25,270
+9,455
+60% +$506K 0.06% 139
2021
Q4 		$759K Sell
15,815
-24,988
-61% -$1.23M 0.04% 156
2021
Q3 		$1.89M Buy
40,803
+1,000
+3% +$46.3K 0.1% 120
2021
Q2 		$1.8M Buy
39,803
+2,800
+8% +$125K 0.1% 119
2021
Q1 		$1.45M Buy
37,003
+139
+0.4% +$4.92K 0.08% 121
2020
Q4 		$1.11M Sell
36,864
-500
-1% -$12.9K 0.07% 125
2020
Q3 		$878K Sell
37,364
-1,100
-3% -$27.1K 0.06% 125
2020
Q2 		$985K Buy
38,464
+3,400
+10% +$93K 0.07% 122
2020
Q1 		$1.01M Hold
35,064
– – 0.08% 117
2019
Q4 		$1.89M Hold
35,064
– – 0.13% 111
2019
Q3 		$1.77M Buy
35,064
+1,600
+5% +$75.4K 0.13% 113
2019
Q2 		$1.58M Sell
33,464
-3,400
-9% -$159K 0.12% 118
2019
Q1 		$1.78M Buy
36,864
+23,496
+176% +$1.16M 0.13% 114
2018
Q4 		$616K Buy
13,368
+800
+6% +$41K 0.05% 138
2018
Q3 		$661K Hold
12,568
– – 0.05% 142
2018
Q2 		$697K Sell
12,568
-500
-4% -$26.8K 0.05% 141
2018
Q1 		$685K Sell
13,068
-100
-0.8% -$5.94K 0.05% 145
2017
Q4 		$799K Sell
13,168
-61,201
-82% -$3.46M 0.06% 139
2017
Q3 		$4.1M Sell
74,369
-82,695
-53% -$4.4M 0.32% 83
2017
Q2 		$8.7M Sell
157,064
-6,842
-4% -$367K 0.68% 43
2017
Q1 		$9.12M Sell
163,906
-12,245
-7% -$695K 0.74% 35
2016
Q4 		$9.71M Sell
176,151
-1,549
-0.9% -$77.9K 0.83% 29
2016
Q3 		$7.87M Sell
177,700
-5,270
-3% -$252K 0.67% 38
2016
Q2 		$8.66M Sell
182,970
-4,915
-3% -$240K 0.7% 33
2016
Q1 		$9.09M Buy
187,885
+5,680
+3% +$278K 0.78% 31
2015
Q4 		$9.9M Buy
182,205
+10,173
+6% +$552K 0.86% 23
2015
Q3 		$8.83M Buy
172,032
+11,115
+7% +$611K 0.81% 24
2015
Q2 		$9.05M Sell
160,917
-13,825
-8% -$771K 0.75% 26
2015
Q1 		$9.51M Buy
+174,742
New +$9.44M 0.74% 25

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

Cullinan Associates's WFC Position: Q1 2026 in Review

Cullinan Associates increased its Wells Fargo (WFC) stake by 48% in Q1 2026, buying an estimated $2.03M and bringing the position to 73,346 shares worth $5.84M. The position accounts for 0.47% of the portfolio, ranked #54.

Cullinan Associates first reported a position in WFC in Q1 2015 and has held it in 45 quarters since. The position peaked at $9.9M in Q4 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Cullinan Associates held 73,346 shares of Wells Fargo worth $5.84M as of Q1 2026.
  • Cullinan Associates bought 23,680 Wells Fargo shares in Q1 2026, an estimated $2.03M.
  • Wells Fargo made up 0.47% of Cullinan Associates's portfolio in Q1 2026, its #54 holding.
  • Cullinan Associates first reported a position in Wells Fargo in Q1 2015 and has held it in 45 quarters since.
  • Cullinan Associates's Wells Fargo position peaked at $9.9M in Q4 2015.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.