Fairview Capital Investment Management’s Wells Fargo WFC Stock Holding History

Fairview Capital Investment Management’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	$524K	Sell	6,586 -300	-4%	-$25.8K	0.03%	128
2025 Q4	$642K	Sell	6,886 -44	-0.6%	-$3.82K	0.03%	116
2025 Q3	$581K	Sell	6,930 -425	-6%	-$34.5K	0.03%	117
2025 Q2	$589K	Hold	7,355	–	–	0.03%	112
2025 Q1	$528K	Sell	7,355 -300	-4%	-$22.5K	0.03%	113
2024 Q4	$538K	Sell	7,655 -600	-7%	-$41K	0.03%	112
2024 Q3	$466K	Hold	8,255	–	–	0.03%	115
2024 Q2	$490K	Sell	8,255 -850	-9%	-$50.2K	0.03%	106
2024 Q1	$528K	Sell	9,105 -12	-0.1%	-$628	0.03%	113
2023 Q4	$449K	Sell	9,117 -200	-2%	-$8.63K	0.03%	113
2023 Q3	$381K	Sell	9,317 -133	-1%	-$5.74K	0.02%	118
2023 Q2	$403K	Sell	9,450 -133	-1%	-$5.35K	0.03%	115
2023 Q1	$358K	Hold	9,583	–	–	0.02%	117
2022 Q4	$396K	Sell	9,583 -216	-2%	-$9.56K	0.03%	113
2022 Q3	$394K	Buy	9,799 +28	+0.3%	+$1.2K	0.03%	103
2022 Q2	$382K	Sell	9,771 -100	-1%	-$4.39K	0.03%	108
2022 Q1	$478K	Sell	9,871 -912	-8%	-$48.8K	0.03%	96
2021 Q4	$517K	Sell	10,783 -67	-0.6%	-$3.3K	0.03%	95
2021 Q3	$503K	Buy	10,850 +133	+1%	+$6.16K	0.03%	92
2021 Q2	$485K	Sell	10,717 -70	-0.6%	-$3.13K	0.03%	91
2021 Q1	$421K	Sell	10,787 -803	-7%	-$28.4K	0.02%	128
2020 Q4	$349K	Buy	11,590 +1,720	+17%	+$44.5K	0.01%	122
2020 Q3	$232K	Sell	9,870 -1,833	-16%	-$45.2K	0.01%	125
2020 Q2	$299K	Hold	11,703	–	–	0.01%	111
2020 Q1	$335K	Sell	11,703 -446	-4%	-$19K	0.02%	110
2019 Q4	$653K	Buy	12,149 +246	+2%	+$12.9K	0.03%	98
2019 Q3	$600K	Hold	11,903	–	–	0.03%	103
2019 Q2	$563K	Hold	11,903	–	–	0.03%	102
2019 Q1	$575K	Sell	11,903 -303	-2%	-$14.9K	0.03%	104
2018 Q4	$562K	Sell	12,206 -1,308	-10%	-$67K	0.03%	96
2018 Q3	$710K	Hold	13,514	–	–	0.04%	84
2018 Q2	$749K	Buy	13,514 +295	+2%	+$15.8K	0.04%	77
2018 Q1	$692K	Sell	13,219 -1,050	-7%	-$62.4K	0.04%	78
2017 Q4	$866K	Sell	14,269 -268	-2%	-$15.1K	0.05%	72
2017 Q3	$802K	Buy	14,537 +2,050	+16%	+$109K	0.05%	70
2017 Q2	$692K	Hold	12,487	–	–	0.05%	72
2017 Q1	$695K	Hold	12,487	–	–	0.05%	64
2016 Q4	$688K	Sell	12,487 -400	-3%	-$20.1K	0.05%	66
2016 Q3	$571K	Hold	12,887	–	–	0.04%	62
2016 Q2	$610K	Hold	12,887	–	–	0.05%	59
2016 Q1	$623K	Hold	12,887	–	–	0.05%	60
2015 Q4	$701K	Buy	12,887 +531	+4%	+$28.8K	0.06%	58
2015 Q3	$634K	Sell	12,356 -1,500	-11%	-$82.5K	0.06%	56
2015 Q2	$779K	Hold	13,856	–	–	0.06%	55
2015 Q1	$754K	Hold	13,856	–	–	0.06%	56
2014 Q4	$760K	Hold	13,856	–	–	0.06%	60
2014 Q3	$719K	Buy	13,856 +222	+2%	+$11.4K	0.06%	57
2014 Q2	$717K	Hold	13,634	–	–	0.06%	60
2014 Q1	$678K	Buy	13,634 +2,448	+22%	+$114K	0.06%	57
2013 Q4	$508K	Hold	11,186	–	–	0.04%	61
2013 Q3	$462K	Hold	11,186	–	–	0.04%	59
2013 Q2	$462K	Buy	+11,186	New	+$436K	0.05%	59

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

Fairview Capital Investment Management's WFC Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its Wells Fargo (WFC) stake by 4.4% in Q1 2026, selling an estimated $25.8K and leaving 6,586 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #128.

Fairview Capital Investment Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $866K in Q4 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Fairview Capital Investment Management held 6,586 shares of Wells Fargo worth $524K as of Q1 2026.
Fairview Capital Investment Management sold 300 Wells Fargo shares in Q1 2026, an estimated $25.8K.
Wells Fargo made up 0.03% of Fairview Capital Investment Management's portfolio in Q1 2026, its #128 holding.
Fairview Capital Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Fairview Capital Investment Management's Wells Fargo position peaked at $866K in Q4 2017.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.