Henshaw Capital’s Wells Fargo WFC Stock Holding History

Henshaw Capital’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
2020 Q1	–	Sell	-3,905	Closed	-$210K	–	321
2019 Q4	$210K	Sell	3,905 -5,483	-58%	-$287K	0.02%	261
2019 Q3	$474K	Sell	9,388 -2,424	-21%	-$114K	0.04%	144
2019 Q2	$559K	Buy	11,812 +116	+1%	+$5.42K	0.05%	129
2019 Q1	$565K	Buy	11,696 +104	+0.9%	+$5.12K	0.05%	129
2018 Q4	$534K	Buy	11,592 +92	+0.8%	+$4.71K	0.05%	131
2018 Q3	$604K	Buy	11,500 +83	+0.7%	+$4.74K	0.05%	128
2018 Q2	$633K	Buy	11,417 +1,514	+15%	+$81.1K	0.06%	122
2018 Q1	$519K	Buy	9,903 +1,176	+13%	+$69.9K	0.05%	145
2017 Q4	$529K	Buy	8,727 +59	+0.7%	+$3.33K	0.05%	141
2017 Q3	$478K	Buy	8,668 +1,137	+15%	+$60.4K	0.05%	149
2017 Q2	$417K	Hold	7,531	–	–	0.04%	164
2017 Q1	$419K	Hold	7,531	–	–	0.05%	159
2016 Q4	$415K	Hold	7,531	–	–	0.05%	155
2016 Q3	$333K	Hold	7,531	–	–	0.04%	177
2016 Q2	$356K	Hold	7,531	–	–	0.05%	158
2016 Q1	$364K	Buy	+7,531	New	+$369K	0.05%	150

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Henshaw Capital's WFC Position: Q1 2020 in Review

Henshaw Capital sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 3,905 shares — an estimated $210K sold.

Henshaw Capital first reported a position in WFC in Q1 2016 and held it in 16 quarters. The position peaked at $633K in Q2 2018. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Henshaw Capital reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Henshaw Capital sold 3,905 Wells Fargo shares in Q1 2020, an estimated $210K.
Henshaw Capital first reported a position in Wells Fargo in Q1 2016 and held it in 16 quarters.
Henshaw Capital's Wells Fargo position peaked at $633K in Q2 2018.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Henshaw Capital's 13F filing for Q1 2020, filed 28 May 2026.