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Hillsdale Investment Management’s Wells Fargo WFC Stock Holding History

Hillsdale 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 		$4.23M Sell
53,142
-7,350
-12% -$631K 0.12% 229
2025
Q4 		$5.64M Buy
60,492
+26,680
+79% +$2.32M 0.16% 175
2025
Q3 		$2.83M Buy
33,812
+28,500
+537% +$2.31M 0.09% 289
2025
Q2 		$426K Buy
5,312
+1,310
+33% +$94.5K 0.02% 406
2025
Q1 		$287K Buy
4,002
+2,540
+174% +$191K 0.01% 394
2024
Q4 		$103K Sell
1,462
-3,800
-72% -$259K 0.01% 434
2024
Q3 		$297K Buy
5,262
+2,112
+67% +$119K 0.02% 367
2024
Q2 		$187K Sell
3,150
-100
-3% -$5.9K 0.01% 385
2024
Q1 		$188K Sell
3,250
-700
-18% -$36.6K 0.01% 374
2023
Q4 		$194K Hold
3,950
– – 0.02% 361
2023
Q3 		$161K Buy
+3,950
New +$171K 0.01% 356
2023
Q2 		– Sell
-460
Closed -$17.2K – 664
2023
Q1 		$17.2K Sell
460
-580
-56% -$25.3K ﹤0.01% 514
2022
Q4 		$42.9K Sell
1,040
-310
-23% -$13.7K ﹤0.01% 490
2022
Q3 		$54K Sell
1,350
-540
-29% -$23.2K ﹤0.01% 463
2022
Q2 		$74K Hold
1,890
– – 0.01% 444
2022
Q1 		$92K Buy
1,890
+1,090
+136% +$58.3K 0.01% 441
2021
Q4 		$38K Buy
+800
New +$39.4K ﹤0.01% 502
2021
Q3 		– Sell
-1,040
Closed -$47K – 644
2021
Q2 		$47K Sell
1,040
-890
-46% -$39.7K ﹤0.01% 472
2021
Q1 		$75K Buy
1,930
+830
+75% +$29.4K 0.01% 432
2020
Q4 		$33K Buy
+1,100
New +$28.5K ﹤0.01% 465
2019
Q4 		– Sell
-3,230
Closed -$163K – 668
2019
Q3 		$163K Buy
3,230
+1,290
+66% +$60.8K 0.01% 412
2019
Q2 		$92K Hold
1,940
– – 0.01% 427
2019
Q1 		$94K Buy
+1,940
New +$95.4K 0.01% 408

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

Hillsdale Investment Management's WFC Position: Q1 2026 in Review

Hillsdale Investment Management reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $631K and leaving 53,142 shares worth $4.23M. The position accounts for 0.12% of the portfolio, ranked #229.

Hillsdale Investment Management first reported a position in WFC in Q1 2019 and has held it in 23 quarters since. The position peaked at $5.64M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Hillsdale Investment Management held 53,142 shares of Wells Fargo worth $4.23M as of Q1 2026.
  • Hillsdale Investment Management sold 7,350 Wells Fargo shares in Q1 2026, an estimated $631K.
  • Wells Fargo made up 0.12% of Hillsdale Investment Management's portfolio in Q1 2026, its #229 holding.
  • Hillsdale Investment Management first reported a position in Wells Fargo in Q1 2019 and has held it in 23 quarters since.
  • Hillsdale Investment Management's Wells Fargo position peaked at $5.64M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.