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Elo Mutual Pension Insurance’s Wells Fargo WFC Stock Holding History

Elo Mutual Pension Insurance’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 		$16.2M Sell
203,138
-18,321
-8% -$1.57M 0.27% 60
2025
Q4 		$20.6M Buy
221,459
+75,704
+52% +$6.57M 0.32% 58
2025
Q3 		$12.2M Buy
145,755
+14,469
+11% +$1.17M 0.2% 89
2025
Q2 		$10.5M Buy
131,286
+21,710
+20% +$1.57M 0.21% 92
2025
Q1 		$7.87M Sell
109,576
-201,045
-65% -$15.1M 0.18% 107
2024
Q4 		$21.8M Sell
310,621
-20,715
-6% -$1.41M 0.46% 32
2024
Q3 		$18.7M Buy
331,336
+28,643
+9% +$1.62M 0.4% 44
2024
Q2 		$18M Sell
302,693
-29,137
-9% -$1.72M 0.42% 41
2024
Q1 		$19.2M Buy
331,830
+12,396
+4% +$649K 0.45% 42
2023
Q4 		$15.7M Buy
319,434
+12,462
+4% +$538K 0.42% 45
2023
Q3 		$12.5M Sell
306,972
-60,355
-16% -$2.61M 0.39% 46
2023
Q2 		$15.7M Buy
367,327
+63,067
+21% +$2.54M 0.46% 42
2023
Q1 		$11.4M Buy
304,260
+10,630
+4% +$463K 0.36% 54
2022
Q4 		$12.1M Buy
293,630
+8,951
+3% +$396K 0.42% 46
2022
Q3 		$11.4M Sell
284,679
-15,999
-5% -$687K 0.43% 43
2022
Q2 		$11.8M Sell
300,678
-648
-0.2% -$28.4K 0.4% 49
2022
Q1 		$14.6M Sell
301,326
-7,386
-2% -$395K 0.42% 44
2021
Q4 		$14.8M Buy
308,712
+19,678
+7% +$969K 0.41% 49
2021
Q3 		$13.4M Hold
289,034
– – 0.43% 44
2021
Q2 		$13.1M Buy
289,034
+5,670
+2% +$253K 0.43% 47
2021
Q1 		$11.1M Buy
283,364
+5,085
+2% +$180K 0.37% 52
2020
Q4 		$8.4M Buy
278,279
+257,683
+1,251% +$6.67M 0.28% 70
2020
Q3 		$484K Buy
+20,596
New +$508K 0.02% 40

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

Elo Mutual Pension Insurance's WFC Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Wells Fargo (WFC) stake by 8.3% in Q1 2026, selling an estimated $1.57M and leaving 203,138 shares worth $16.2M. The position accounts for 0.27% of the portfolio, ranked #60.

Elo Mutual Pension Insurance first reported a position in WFC in Q3 2020 and has held it in 23 quarters since. The position peaked at $21.8M in Q4 2024. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Elo Mutual Pension Insurance held 203,138 shares of Wells Fargo worth $16.2M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 18,321 Wells Fargo shares in Q1 2026, an estimated $1.57M.
  • Wells Fargo made up 0.27% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #60 holding.
  • Elo Mutual Pension Insurance first reported a position in Wells Fargo in Q3 2020 and has held it in 23 quarters since.
  • Elo Mutual Pension Insurance's Wells Fargo position peaked at $21.8M in Q4 2024.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.