Gilbert & Cook’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
$1.73M Sell
21,764
-2,827
-11% -$243K 0.22% 36
2025
Q4
$2.29M Buy
24,591
+2,741
+13% +$238K 0.29% 26
2025
Q3
$1.83M Buy
21,850
+2
+0% +$162 0.24% 35
2025
Q2
$1.75M Sell
21,848
-2,380
-10% -$172K 0.24% 34
2025
Q1
$1.74M Sell
24,228
-1,161
-5% -$87.2K 0.25% 32
2024
Q4
$1.78M Buy
25,389
+10,025
+65% +$684K 0.25% 32
2024
Q3
$868K Buy
15,364
+27
+0.2% +$1.53K 0.12% 79
2024
Q2
$911K Hold
15,337
0.13% 73
2024
Q1
$889K Buy
15,337
+11
+0.1% +$576 0.12% 79
2023
Q4
$754K Sell
15,326
-500
-3% -$21.6K 0.11% 88
2023
Q3
$647K Buy
15,826
+500
+3% +$21.6K 0.1% 91
2023
Q2
$654K Sell
15,326
-2,597
-14% -$105K 0.1% 82
2023
Q1
$670K Sell
17,923
-106
-0.6% -$4.62K 0.12% 74
2022
Q4
$744K Hold
18,029
0.14% 66
2022
Q3
$845K Buy
18,029
+106
+0.6% +$4.55K 0.19% 50
2022
Q2
$702K Sell
17,923
-10,609
-37% -$466K 0.13% 67
2022
Q1
$1.38M Sell
28,532
-844
-3% -$45.2K 0.22% 34
2021
Q4
$1.41M Buy
29,376
+738
+3% +$36.3K 0.23% 31
2021
Q3
$1.33M Buy
28,638
+140
+0.5% +$6.48K 0.24% 33
2021
Q2
$1.29M Sell
28,498
-11,870
-29% -$530K 0.23% 35
2021
Q1
$1.58M Buy
40,368
+221
+0.6% +$7.82K 0.31% 27
2020
Q4
$1.21M Sell
40,147
-134
-0.3% -$3.47K 0.26% 32
2020
Q3
$947K Buy
40,281
+1,211
+3% +$29.8K 0.22% 36
2020
Q2
$1M Sell
39,070
-1,793
-4% -$49.1K 0.25% 32
2020
Q1
$1.17M Buy
40,863
+306
+0.8% +$13K 0.34% 31
2019
Q4
$2.18M Sell
40,557
-63
-0.2% -$3.3K 0.53% 20
2019
Q3
$2.05M Buy
40,620
+173
+0.4% +$8.15K 0.57% 22
2019
Q2
$1.91M Buy
40,447
+225
+0.6% +$10.5K 0.56% 24
2019
Q1
$1.94M Buy
40,222
+259
+0.6% +$12.7K 0.59% 24
2018
Q4
$1.84M Sell
39,963
-93
-0.2% -$4.76K 0.65% 25
2018
Q3
$2.1M Sell
40,056
-1,784
-4% -$102K 0.65% 24
2018
Q2
$2.32M Buy
41,840
+433
+1% +$23.2K 0.78% 24
2018
Q1
$2.17M Sell
41,407
-46
-0.1% -$2.73K 0.76% 25
2017
Q4
$2.52M Sell
41,453
-30
-0.1% -$1.69K 0.88% 20
2017
Q3
$2.29M Sell
41,483
-4,514
-10% -$240K 0.84% 21
2017
Q2
$2.55M Buy
45,997
+4,862
+12% +$260K 0.9% 18
2017
Q1
$2.29M Buy
41,135
+13,021
+46% +$739K 0.94% 21
2016
Q4
$1.55M Buy
+28,114
New +$1.41M 0.68% 24

Other funds holding WFC

Gilbert & Cook's WFC Position: Q1 2026 in Review

Gilbert & Cook reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $243K and leaving 21,764 shares worth $1.73M. The position accounts for 0.22% of the portfolio, ranked #36.

Gilbert & Cook first reported a position in WFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.55M in Q2 2017. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Gilbert & Cook held 21,764 shares of Wells Fargo worth $1.73M as of Q1 2026.
  • Gilbert & Cook sold 2,827 Wells Fargo shares in Q1 2026, an estimated $243K.
  • Wells Fargo made up 0.22% of Gilbert & Cook's portfolio in Q1 2026, its #36 holding.
  • Gilbert & Cook first reported a position in Wells Fargo in Q4 2016 and has held it in 38 quarters since.
  • Gilbert & Cook's Wells Fargo position peaked at $2.55M in Q2 2017.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.