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GW&K Investment Management’s Wells Fargo WFC Stock Holding History

GW&K 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 		$355K Sell
4,463
-59
-1% -$5.07K ﹤0.01% 366
2025
Q4 		$421K Buy
4,522
+22
+0.5% +$1.91K ﹤0.01% 350
2025
Q3 		$377K Buy
4,500
+10
+0.2% +$811 ﹤0.01% 361
2025
Q2 		$360K Buy
4,490
+561
+14% +$40.4K ﹤0.01% 352
2025
Q1 		$282K Sell
3,929
-515
-12% -$38.7K ﹤0.01% 363
2024
Q4 		$312K Sell
4,444
-139
-3% -$9.49K ﹤0.01% 351
2024
Q3 		$259K Sell
4,583
-61
-1% -$3.45K ﹤0.01% 351
2024
Q2 		$276K Sell
4,644
-1,738
-27% -$103K ﹤0.01% 347
2024
Q1 		$370K Sell
6,382
-311,489
-98% -$16.3M ﹤0.01% 331
2023
Q4 		$15.6M Sell
317,871
-8,069
-2% -$348K 0.15% 202
2023
Q3 		$13.3M Sell
325,940
-504,657
-61% -$21.8M 0.13% 211
2023
Q2 		$35.5M Sell
830,597
-9,374
-1% -$377K 0.34% 118
2023
Q1 		$31.4M Buy
839,971
+1,983
+0.2% +$86.4K 0.3% 138
2022
Q4 		$34.6M Sell
837,988
-4,163
-0.5% -$184K 0.35% 129
2022
Q3 		$33.9M Sell
842,151
-7,765
-0.9% -$334K 0.37% 118
2022
Q2 		$33.3M Buy
849,916
+3,949
+0.5% +$173K 0.36% 128
2022
Q1 		$41M Buy
845,967
+8,135
+1% +$435K 0.37% 126
2021
Q4 		$40.2M Sell
837,832
-4,941
-0.6% -$243K 0.34% 133
2021
Q3 		$39.1M Buy
842,773
+4,583
+0.5% +$212K 0.35% 126
2021
Q2 		$38M Buy
838,190
+3,990
+0.5% +$178K 0.33% 136
2021
Q1 		$32.6M Buy
+834,200
New +$29.5M 0.3% 151

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

GW&K Investment Management's WFC Position: Q1 2026 in Review

GW&K Investment Management reduced its Wells Fargo (WFC) stake by 1.3% in Q1 2026, selling an estimated $5.07K and leaving 4,463 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

GW&K Investment Management first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $41M in Q1 2022. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • GW&K Investment Management held 4,463 shares of Wells Fargo worth $355K as of Q1 2026.
  • GW&K Investment Management sold 59 Wells Fargo shares in Q1 2026, an estimated $5.07K.
  • Wells Fargo made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #366 holding.
  • GW&K Investment Management first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
  • GW&K Investment Management's Wells Fargo position peaked at $41M in Q1 2022.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.