Edmond de Rothschild Holding’s Wells Fargo WFC Stock Holding History

Edmond de Rothschild Holding’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
2016 Q4	–	Sell	-367,500	Closed	-$18K	–	894
2016 Q3	$18K	Hold	367,500	–	–	﹤0.01%	760
2016 Q2	$147K	Hold	367,500	–	–	﹤0.01%	521
2016 Q1	$294K	Buy	367,500 +322,500	+717%	+$15.8M	0.01%	439
2015 Q4	$167K	Sell	45,000 -30,000	-40%	-$1.63M	﹤0.01%	496
2015 Q3	$225K	Buy	+75,000	New	+$4.12M	0.01%	444

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

Edmond de Rothschild Holding's WFC Position: Q1 2026 in Review

Edmond de Rothschild Holding increased its Wells Fargo (WFC) stake by 162% in Q1 2026, buying an estimated $40.5M and bringing the position to 761,205 shares worth $60.6M. The position accounts for 0.88% of the portfolio, ranked #24.

Edmond de Rothschild Holding first reported a position in WFC in Q2 2015 and has held it in 44 quarters since. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Edmond de Rothschild Holding held 761,205 shares of Wells Fargo worth $60.6M as of Q1 2026.
Edmond de Rothschild Holding bought 471,028 Wells Fargo shares in Q1 2026, an estimated $40.5M.
Wells Fargo made up 0.88% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #24 holding.
Edmond de Rothschild Holding first reported a position in Wells Fargo in Q2 2015 and has held it in 44 quarters since.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.