HI
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Hoey Investments’s Wells Fargo WFC Stock Holding History

Hoey Investments’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 		$10.9M Sell
136,917
-5,275
-4% -$453K 1.57% 8
2025
Q4 		$13.3M Sell
142,192
-1,201
-0.8% -$104K 1.76% 8
2025
Q3 		$12M Sell
143,393
-565
-0.4% -$45.8K 1.6% 8
2025
Q2 		$11.5M Sell
143,958
-8,270
-5% -$596K 1.69% 8
2025
Q1 		$10.9M Sell
152,228
-10,988
-7% -$825K 2.13% 7
2024
Q4 		$11.5M Buy
163,216
+19,620
+14% +$1.34M 1.93% 7
2024
Q3 		$8.53M Hold
143,596
– – 1.6% 8
2024
Q2 		$8.53M Buy
143,596
+16,886
+13% +$997K 1.6% 8
2024
Q1 		$7.34M Buy
126,710
+11,222
+10% +$587K 1.61% 7
2023
Q4 		$5.68M Sell
115,488
-2,845
-2% -$123K 1.59% 7
2023
Q3 		$4.84M Buy
118,333
+5,307
+5% +$229K 1.6% 7
2023
Q2 		$4.82M Buy
113,026
+8,109
+8% +$326K 1.57% 7
2023
Q1 		$3.92M Buy
104,917
+23,450
+29% +$1.02M 1.53% 9
2022
Q4 		$3.36M Sell
81,467
-15,183
-16% -$672K 1.45% 10
2022
Q3 		$3.89M Buy
96,650
+33,614
+53% +$1.44M 1.53% 11
2022
Q2 		$2.47M Buy
63,036
+12,285
+24% +$539K 1.06% 12
2022
Q1 		$2.46M Buy
50,751
+1,222
+2% +$65.4K 0.67% 17
2021
Q4 		$2.38M Buy
49,529
+16,461
+50% +$810K 0.61% 24
2021
Q3 		$1.53M Sell
33,068
-657
-2% -$30.4K 0.46% 32
2021
Q2 		$1.53M Buy
+33,725
New +$1.51M 0.45% 37
2020
Q1 		– Sell
-1,870
Closed -$101K – 175
2019
Q4 		$101K Buy
+1,870
New +$97.9K 0.07% 70

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

Hoey Investments's WFC Position: Q1 2026 in Review

Hoey Investments reduced its Wells Fargo (WFC) stake by 3.7% in Q1 2026, selling an estimated $453K and leaving 136,917 shares worth $10.9M. The position accounts for 1.57% of the portfolio, ranked #8.

Hoey Investments first reported a position in WFC in Q4 2019 and has held it in 21 quarters since. The position peaked at $13.3M in Q4 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Hoey Investments held 136,917 shares of Wells Fargo worth $10.9M as of Q1 2026.
  • Hoey Investments sold 5,275 Wells Fargo shares in Q1 2026, an estimated $453K.
  • Wells Fargo made up 1.57% of Hoey Investments's portfolio in Q1 2026, its #8 holding.
  • Hoey Investments first reported a position in Wells Fargo in Q4 2019 and has held it in 21 quarters since.
  • Hoey Investments's Wells Fargo position peaked at $13.3M in Q4 2025.
  • 2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.