Fidelis Capital Partners’s Wells Fargo WFC Stock Holding History

Fidelis Capital Partners’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	$5.68M	Buy	71,375 +357	+0.5%	+$30.7K	0.4%	53
2025 Q4	$6.62M	Buy	71,018 +31,080	+78%	+$2.7M	0.48%	45
2025 Q3	$3.35M	Buy	39,938 +7,657	+24%	+$621K	0.26%	77
2025 Q2	$2.51M	Buy	32,281 +812	+3%	+$58.5K	0.23%	78
2025 Q1	$2.19M	Sell	31,469 -995	-3%	-$74.7K	0.23%	81
2024 Q4	$2.54M	Buy	32,464 +7,979	+33%	+$545K	0.25%	75
2024 Q3	$1.58M	Buy	24,485 +311	+1%	+$17.6K	0.19%	95
2024 Q2	$1.26M	Buy	24,174 +5,784	+31%	+$341K	0.18%	100
2024 Q1	$1.07M	Sell	18,390 -5,209	-22%	-$273K	0.16%	118
2023 Q4	$1.16M	Sell	23,599 -4,986	-17%	-$215K	0.26%	83
2023 Q3	$1.17M	Sell	28,585 -1,552	-5%	-$67K	0.4%	56
2023 Q2	$1.29M	Buy	30,137 +837	+3%	+$33.7K	0.47%	53
2023 Q1	$1.11M	Buy	+29,300	New	+$1.28M	0.47%	55

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

Fidelis Capital Partners's WFC Position: Q1 2026 in Review

Fidelis Capital Partners increased its Wells Fargo (WFC) stake by 0.5% in Q1 2026, buying an estimated $30.7K and bringing the position to 71,375 shares worth $5.68M. The position accounts for 0.4% of the portfolio, ranked #53.

Fidelis Capital Partners first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.62M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Fidelis Capital Partners held 71,375 shares of Wells Fargo worth $5.68M as of Q1 2026.
Fidelis Capital Partners bought 357 Wells Fargo shares in Q1 2026, an estimated $30.7K.
Wells Fargo made up 0.4% of Fidelis Capital Partners's portfolio in Q1 2026, its #53 holding.
Fidelis Capital Partners first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's Wells Fargo position peaked at $6.62M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.