Highlander Capital Management’s Wells Fargo WFC Stock Holding History

Highlander Capital 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
2024 Q1	$910K	Buy	15,698 +730	+5%	+$38.2K	0.31%	79
2023 Q4	$737K	Buy	14,968 +897	+6%	+$38.7K	0.26%	86
2023 Q3	$575K	Buy	14,071 +534	+4%	+$23.1K	0.23%	100
2023 Q2	$578K	Buy	13,537 +900	+7%	+$36.2K	0.27%	77
2023 Q1	$472K	Sell	12,637 -200	-2%	-$8.72K	0.23%	97
2022 Q4	$530K	Sell	12,837 -200	-2%	-$8.85K	0.28%	75
2022 Q3	$524K	Sell	13,037 -2,000	-13%	-$85.9K	0.3%	72
2022 Q2	$589K	Sell	15,037 -1,050	-7%	-$46.1K	0.32%	73
2022 Q1	$780K	Hold	16,087	–	–	0.37%	64
2021 Q4	$772K	Sell	16,087 -150	-0.9%	-$7.38K	0.36%	65
2021 Q3	$754K	Hold	16,237	–	–	0.38%	63
2021 Q2	$735K	Sell	16,237 -3,100	-16%	-$138K	0.37%	65
2021 Q1	$755K	Hold	19,337	–	–	0.39%	61
2020 Q4	$584K	Sell	19,337 -50	-0.3%	-$1.29K	0.33%	68
2020 Q3	$456K	Hold	19,387	–	–	0.28%	78
2020 Q2	$496K	Buy	19,387 +6,300	+48%	+$172K	0.31%	76
2020 Q1	$376K	Buy	13,087 +750	+6%	+$31.9K	0.27%	89
2019 Q4	$664K	Hold	12,337	–	–	0.38%	68
2019 Q3	$622K	Hold	12,337	–	–	0.38%	69
2019 Q2	$584K	Sell	12,337 -150	-1%	-$7.01K	0.35%	74
2019 Q1	$603K	Sell	12,487 -1,460	-10%	-$71.8K	0.37%	70
2018 Q4	$652K	Buy	13,947 +1,150	+9%	+$58.9K	0.43%	63
2018 Q3	$673K	Buy	12,797 +1,000	+8%	+$57.1K	0.37%	74
2018 Q2	$654K	Sell	11,797 -730	-6%	-$39.1K	0.37%	79
2018 Q1	$639K	Buy	12,527 +10,088	+414%	+$599K	0.38%	76
2017 Q4	$148K	Hold	2,439	–	–	0.11%	199
2017 Q3	$135K	Sell	2,439 -237	-9%	-$12.6K	0.11%	212
2017 Q2	$149K	Hold	2,676	–	–	0.12%	203
2017 Q1	$149K	Hold	2,676	–	–	0.12%	195
2016 Q4	$147K	Sell	2,676 -500	-16%	-$25.1K	0.13%	191
2016 Q3	$141K	Sell	3,176 -5,500	-63%	-$263K	0.13%	193
2016 Q2	$411K	Buy	8,676 +2,500	+40%	+$122K	0.38%	72
2016 Q1	$299K	Hold	6,176	–	–	0.28%	104
2015 Q4	$336K	Sell	6,176 -300	-5%	-$16.3K	0.31%	87
2015 Q3	$332K	Buy	6,476 +237	+4%	+$13K	0.31%	87
2015 Q2	$351K	Hold	6,239	–	–	0.31%	83
2015 Q1	$339K	Hold	6,239	–	–	0.29%	85
2014 Q4	$342K	Sell	6,239 -1,500	-19%	-$79.4K	0.29%	89
2014 Q3	$401K	Hold	7,739	–	–	0.38%	71
2014 Q2	$407K	Buy	7,739 +60	+0.8%	+$3.02K	0.37%	76
2014 Q1	$382K	Sell	7,679 -250	-3%	-$11.6K	0.36%	72
2013 Q4	$360K	Hold	7,929	–	–	0.34%	79
2013 Q3	$328K	Hold	7,929	–	–	0.33%	85
2013 Q2	$327K	Buy	+7,929	New	+$309K	0.35%	83

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Highlander Capital Management's WFC Position: Q1 2024 in Review

Highlander Capital Management increased its Wells Fargo (WFC) stake by 4.9% in Q1 2024, buying an estimated $38.2K and bringing the position to 15,698 shares worth $910K. The position accounts for 0.31% of the portfolio, ranked #79.

Highlander Capital Management first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. 2,201 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

Highlander Capital Management held 15,698 shares of Wells Fargo worth $910K as of Q1 2024.
Highlander Capital Management bought 730 Wells Fargo shares in Q1 2024, an estimated $38.2K.
Wells Fargo made up 0.31% of Highlander Capital Management's portfolio in Q1 2024, its #79 holding.
Highlander Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
2,201 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.