Davis Investment Partners’s Wells Fargo WFC Stock Holding History

Davis Investment Partners’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	$234K	Hold	2,937	–	–	0.08%	154
2025 Q4	$280K	Sell	2,937 -143	-5%	-$12.4K	0.1%	133
2025 Q3	$249K	Sell	3,080 -658	-18%	-$53.4K	0.09%	144
2025 Q2	$305K	Buy	+3,738	New	+$270K	0.11%	134
2025 Q1	–	Sell	-3,043	Closed	-$213K	–	156
2024 Q4	$213K	Buy	+3,043	New	+$208K	0.09%	119

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

Davis Investment Partners's WFC Position: Q1 2026 in Review

Davis Investment Partners held its Wells Fargo (WFC) position steady in Q1 2026 at 2,937 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #154.

Davis Investment Partners first reported a position in WFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $305K in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Davis Investment Partners held 2,937 shares of Wells Fargo worth $234K as of Q1 2026.
Davis Investment Partners left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.08% of Davis Investment Partners's portfolio in Q1 2026, its #154 holding.
Davis Investment Partners first reported a position in Wells Fargo in Q4 2024 and has held it in 5 quarters since.
Davis Investment Partners's Wells Fargo position peaked at $305K in Q2 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.