EI
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Ethic Inc’s Wells Fargo WFC Stock Holding History

Ethic Inc’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 		$5.72M Buy
71,884
+4,378
+6% +$376K 0.09% 239
2025
Q4 		$6.29M Buy
67,506
+2,297
+4% +$199K 0.1% 206
2025
Q3 		$5.47M Buy
65,209
+4,828
+8% +$392K 0.09% 222
2025
Q2 		$4.8M Buy
60,381
+1,752
+3% +$126K 0.09% 245
2025
Q1 		$4.18M Buy
58,629
+4,581
+8% +$344K 0.08% 244
2024
Q4 		$3.8M Buy
54,048
+19,955
+59% +$1.36M 0.08% 266
2024
Q3 		$1.98M Sell
34,093
-4,936
-13% -$279K 0.05% 397
2024
Q2 		$2.32M Buy
39,029
+4,936
+14% +$291K 0.05% 353
2024
Q1 		$1.98M Buy
34,093
+1,486
+5% +$77.7K 0.05% 397
2023
Q4 		$1.6M Buy
32,607
+11,486
+54% +$496K 0.05% 410
2023
Q3 		$863K Buy
21,121
+3,683
+21% +$159K 0.03% 521
2023
Q2 		$744K Buy
17,438
+1,969
+13% +$79.3K 0.03% 532
2023
Q1 		$578K Sell
15,469
-33
-0.2% -$1.44K 0.02% 609
2022
Q4 		$640K Buy
15,502
+5,325
+52% +$236K 0.03% 495
2022
Q3 		$409K Buy
10,177
+2,875
+39% +$124K 0.03% 549
2022
Q2 		$286K Sell
7,302
-750
-9% -$32.9K 0.02% 633
2022
Q1 		$390K Buy
8,052
+1,728
+27% +$92.5K 0.03% 529
2021
Q4 		$303K Buy
+6,324
New +$311K 0.02% 529
2021
Q2 		– Sell
-11,183
Closed -$437K – 583
2021
Q1 		$437K Sell
11,183
-30
-0.3% -$1.06K 0.08% 302
2020
Q4 		$338K Buy
11,213
+2,621
+31% +$67.9K 0.09% 283
2020
Q3 		$202K Buy
+8,592
New +$212K 0.08% 307
2020
Q1 		– Sell
-6,102
Closed -$328K – 241
2019
Q4 		$328K Buy
+6,102
New +$320K 0.24% 141

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

Ethic Inc's WFC Position: Q1 2026 in Review

Ethic Inc increased its Wells Fargo (WFC) stake by 6.5% in Q1 2026, buying an estimated $376K and bringing the position to 71,884 shares worth $5.72M. The position accounts for 0.09% of the portfolio, ranked #239.

Ethic Inc first reported a position in WFC in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.29M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Ethic Inc held 71,884 shares of Wells Fargo worth $5.72M as of Q1 2026.
  • Ethic Inc bought 4,378 Wells Fargo shares in Q1 2026, an estimated $376K.
  • Wells Fargo made up 0.09% of Ethic Inc's portfolio in Q1 2026, its #239 holding.
  • Ethic Inc first reported a position in Wells Fargo in Q4 2019 and has held it in 22 quarters since.
  • Ethic Inc's Wells Fargo position peaked at $6.29M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.