Epoch Investment Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.7M | Sell |
348,420
-10,555
| -3% | -$907K | 0.17% | 161 |
|
|
2025
Q4 | $33.5M | Sell |
358,975
-14,309
| -4% | -$1.24M | 0.19% | 151 |
|
|
2025
Q3 | $31.3M | Sell |
373,284
-11,444
| -3% | -$928K | 0.17% | 160 |
|
|
2025
Q2 | $30.8M | Sell |
384,728
-21,053
| -5% | -$1.52M | 0.16% | 162 |
|
|
2025
Q1 | $29.1M | Buy |
405,781
+95,912
| +31% | +$7.2M | 0.15% | 170 |
|
|
2024
Q4 | $21.8M | Buy |
309,869
+28,931
| +10% | +$1.98M | 0.11% | 182 |
|
|
2024
Q3 | $15.9M | Sell |
280,938
-1,742,827
| -86% | -$98.6M | 0.07% | 197 |
|
|
2024
Q2 | $120M | Sell |
2,023,765
-51,329
| -2% | -$3.03M | 0.55% | 63 |
|
|
2024
Q1 | $120M | Sell |
2,075,094
-10,417
| -0.5% | -$545K | 0.53% | 57 |
|
|
2023
Q4 | $103M | Buy |
2,085,511
+688,951
| +49% | +$29.7M | 0.47% | 65 |
|
|
2023
Q3 | $57.1M | Sell |
1,396,560
-157,125
| -10% | -$6.78M | 0.36% | 94 |
|
|
2023
Q2 | $66.3M | Buy |
1,553,685
+347,453
| +29% | +$14M | 0.38% | 85 |
|
|
2023
Q1 | $45.1M | Sell |
1,206,232
-58,062
| -5% | -$2.53M | 0.27% | 132 |
|
|
2022
Q4 | $52.2M | Sell |
1,264,294
-53,133
| -4% | -$2.35M | 0.31% | 107 |
|
|
2022
Q3 | $53M | Sell |
1,317,427
-38,021
| -3% | -$1.63M | 0.35% | 101 |
|
|
2022
Q2 | $53.1M | Buy |
1,355,448
+17,260
| +1% | +$757K | 0.31% | 114 |
|
|
2022
Q1 | $64.8M | Buy |
1,338,188
+238,902
| +22% | +$12.8M | 0.32% | 105 |
|
|
2021
Q4 | $52.7M | Buy |
1,099,286
+600
| +0.1% | +$29.5K | 0.27% | 133 |
|
|
2021
Q3 | $51M | Buy |
1,098,686
+162,505
| +17% | +$7.52M | 0.28% | 111 |
|
|
2021
Q2 | $42.4M | Buy |
+936,181
| New | +$41.8M | 0.23% | 134 |
|
|
2020
Q2 | – | Sell |
-1,826,732
| Closed | -$52.4M | – | 303 |
|
|
2020
Q1 | $52.4M | Sell |
1,826,732
-19,522
| -1% | -$830K | 0.32% | 105 |
|
|
2019
Q4 | $99.3M | Sell |
1,846,254
-2,147
| -0.1% | -$112K | 0.43% | 90 |
|
|
2019
Q3 | $93.2M | Sell |
1,848,401
-23,459
| -1% | -$1.11M | 0.42% | 96 |
|
|
2019
Q2 | $88.6M | Buy |
1,871,860
+217,233
| +13% | +$10.2M | 0.4% | 99 |
|
|
2019
Q1 | $80M | Sell |
1,654,627
-63,286
| -4% | -$3.11M | 0.35% | 102 |
|
|
2018
Q4 | $79.2M | Sell |
1,717,913
-214,160
| -11% | -$11M | 0.37% | 99 |
|
|
2018
Q3 | $102M | Buy |
1,932,073
+100,812
| +6% | +$5.76M | 0.39% | 92 |
|
|
2018
Q2 | $102K | Sell |
1,831,261
-135,476
| -7% | -$7.26M | 0.31% | 91 |
|
|
2018
Q1 | $103M | Sell |
1,966,737
-758,362
| -28% | -$45M | 0.37% | 95 |
|
|
2017
Q4 | $165M | Buy |
2,725,099
+3,849
| +0.1% | +$217K | 0.55% | 65 |
|
|
2017
Q3 | $150M | Sell |
2,721,250
-62,226
| -2% | -$3.31M | 0.5% | 73 |
|
|
2017
Q2 | $154M | Sell |
2,783,476
-2,521,731
| -48% | -$135M | 0.52% | 78 |
|
|
2017
Q1 | $295M | Buy |
5,305,207
+60,504
| +1% | +$3.43M | 0.99% | 33 |
|
|
2016
Q4 | $289M | Buy |
5,244,703
+2,190,839
| +72% | +$110M | 1.09% | 33 |
|
|
2016
Q3 | $135M | Buy |
3,053,864
+61,529
| +2% | +$2.94M | 0.5% | 78 |
|
|
2016
Q2 | $142M | Buy |
2,992,335
+54,456
| +2% | +$2.65M | 0.53% | 71 |
|
|
2016
Q1 | $142M | Sell |
2,937,879
-3,893
| -0.1% | -$191K | 0.54% | 67 |
|
|
2015
Q4 | $160M | Sell |
2,941,772
-42,529
| -1% | -$2.31M | 0.63% | 54 |
|
|
2015
Q3 | $153M | Buy |
2,984,301
+236,055
| +9% | +$13M | 0.59% | 61 |
|
|
2015
Q2 | $155M | Buy |
2,748,246
+1,445
| +0.1% | +$80.6K | 0.57% | 63 |
|
|
2015
Q1 | $149M | Buy |
2,746,801
+15,123
| +0.6% | +$817K | 0.56% | 61 |
|
|
2014
Q4 | $150M | Buy |
2,731,678
+33,503
| +1% | +$1.77M | 0.54% | 61 |
|
|
2014
Q3 | $140M | Buy |
2,698,175
+94,681
| +4% | +$4.87M | 0.54% | 62 |
|
|
2014
Q2 | $137M | Buy |
2,603,494
+154,277
| +6% | +$7.76M | 0.53% | 62 |
|
|
2014
Q1 | $122M | Buy |
2,449,217
+65,157
| +3% | +$3.04M | 0.49% | 68 |
|
|
2013
Q4 | $108M | Buy |
2,384,060
+103,073
| +5% | +$4.45M | 0.46% | 78 |
|
|
2013
Q3 | $94.3M | Buy |
2,280,987
+162,454
| +8% | +$6.93M | 0.42% | 86 |
|
|
2013
Q2 | $87.4M | Buy |
+2,118,533
| New | +$82.6M | 0.44% | 82 |
|
Other funds holding WFC
VCM
VPM
Epoch Investment Partners's WFC Position: Q1 2026 in Review
Epoch Investment Partners reduced its Wells Fargo (WFC) stake by 2.9% in Q1 2026, selling an estimated $907K and leaving 348,420 shares worth $27.7M. The position accounts for 0.17% of the portfolio, ranked #161.
Epoch Investment Partners first reported a position in WFC in Q2 2013 and has held it in 48 quarters since. The position peaked at $295M in Q1 2017. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Epoch Investment Partners held 348,420 shares of Wells Fargo worth $27.7M as of Q1 2026.
- Epoch Investment Partners sold 10,555 Wells Fargo shares in Q1 2026, an estimated $907K.
- Wells Fargo made up 0.17% of Epoch Investment Partners's portfolio in Q1 2026, its #161 holding.
- Epoch Investment Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 48 quarters since.
- Epoch Investment Partners's Wells Fargo position peaked at $295M in Q1 2017.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.