HI
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Horizon Investments’s Wells Fargo WFC Stock Holding History

Horizon 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 		$10.6M Buy
133,946
+1,349
+1% +$116K 0.12% 148
2025
Q4 		$12.4M Buy
132,597
+4,224
+3% +$367K 0.16% 108
2025
Q3 		$10.7M Sell
128,373
-3,951
-3% -$320K 0.14% 121
2025
Q2 		$10.5M Buy
132,324
+52,585
+66% +$3.79M 0.17% 100
2025
Q1 		$5.69M Buy
79,739
+419
+0.5% +$31.5K 0.17% 71
2024
Q4 		$5.54M Buy
79,320
+1,267
+2% +$86.5K 0.16% 70
2024
Q3 		$4.38M Sell
78,053
-6,219
-7% -$352K 0.12% 88
2024
Q2 		$4.97M Sell
84,272
-776
-0.9% -$45.8K 0.14% 73
2024
Q1 		$4.9M Buy
85,048
+1,207
+1% +$63.1K 0.13% 87
2023
Q4 		$4.1M Buy
83,841
+16,404
+24% +$708K 0.11% 88
2023
Q3 		$2.73M Sell
67,437
-1,581
-2% -$68.3K 0.08% 97
2023
Q2 		$2.92M Buy
69,018
+3,741
+6% +$151K 0.08% 97
2023
Q1 		$2.42M Buy
65,277
+3,704
+6% +$161K 0.07% 104
2022
Q4 		$2.53M Buy
61,573
+4,394
+8% +$194K 0.07% 117
2022
Q3 		$2.29M Buy
57,179
+5,459
+11% +$235K 0.07% 99
2022
Q2 		$2.01M Sell
51,720
-4,400
-8% -$193K 0.06% 111
2022
Q1 		$2.71M Buy
56,120
+4,987
+10% +$267K 0.08% 123
2021
Q4 		$2.44M Buy
51,133
+1,674
+3% +$82.4K 0.07% 127
2021
Q3 		$2.29M Sell
49,459
-18,318
-27% -$848K 0.06% 143
2021
Q2 		$3.06M Sell
67,777
-7,460
-10% -$333K 0.09% 107
2021
Q1 		$2.94M Buy
+75,237
New +$2.66M 0.11% 84
2020
Q4 		– Sell
-127,700
Closed -$2.99M – 398
2020
Q3 		$2.99M Sell
127,700
-82,724
-39% -$2.04M 0.11% 88
2020
Q2 		$5.37M Buy
210,424
+122,612
+140% +$3.35M 0.13% 84
2020
Q1 		$2.47M Sell
87,812
-34,954
-28% -$1.49M 0.12% 62
2019
Q4 		$6.61M Sell
122,766
-373
-0.3% -$19.5K 0.29% 49
2019
Q3 		$6.15M Buy
123,139
+18,877
+18% +$889K 0.25% 41
2019
Q2 		$4.93M Buy
104,262
+76,436
+275% +$3.57M 0.14% 47
2019
Q1 		$1.33M Buy
27,826
+9,924
+55% +$488K 0.05% 161
2018
Q4 		$825K Buy
17,902
+3,360
+23% +$172K 0.04% 159
2018
Q3 		$758K Buy
14,542
+495
+4% +$28.3K 0.03% 168
2018
Q2 		$773K Sell
14,047
-1,120
-7% -$60K 0.03% 156
2018
Q1 		$795K Sell
15,167
-6,020
-28% -$358K 0.03% 130
2017
Q4 		$1.12M Buy
+21,187
New +$1.2M 0.07% 94
2016
Q4 		– Sell
-15,488
Closed -$686K – 192
2016
Q3 		$686K Buy
15,488
+11,148
+257% +$533K 0.05% 64
2016
Q2 		$205K Buy
4,340
+142
+3% +$6.92K 0.02% 102
2016
Q1 		$203K Sell
4,198
-9,496
-69% -$465K 0.02% 93
2015
Q4 		$744K Buy
+13,694
New +$744K 0.06% 50

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

Horizon Investments's WFC Position: Q1 2026 in Review

Horizon Investments increased its Wells Fargo (WFC) stake by 1% in Q1 2026, buying an estimated $116K and bringing the position to 133,946 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #148.

Horizon Investments first reported a position in WFC in Q4 2015 and has held it in 37 quarters since. The position peaked at $12.4M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Horizon Investments held 133,946 shares of Wells Fargo worth $10.6M as of Q1 2026.
  • Horizon Investments bought 1,349 Wells Fargo shares in Q1 2026, an estimated $116K.
  • Wells Fargo made up 0.12% of Horizon Investments's portfolio in Q1 2026, its #148 holding.
  • Horizon Investments first reported a position in Wells Fargo in Q4 2015 and has held it in 37 quarters since.
  • Horizon Investments's Wells Fargo position peaked at $12.4M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.