HUB Investment Partners’s Wells Fargo WFC Stock Holding History

HUB Investment Partners’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	$17.6M	Buy	220,549 +8,972	+4%	+$771K	0.42%	43
2025 Q4	$19.7M	Sell	211,577 -237	-0.1%	-$20.6K	0.51%	37
2025 Q3	$17.8M	Buy	211,814 +4,104	+2%	+$333K	0.59%	31
2025 Q2	$16.6M	Buy	207,710 +8,831	+4%	+$637K	0.56%	40
2025 Q1	$14.3M	Sell	198,879 -1,937	-1%	-$145K	0.57%	45
2024 Q4	$14.1M	Buy	200,816 +283	+0.1%	+$19.3K	0.59%	44
2024 Q3	$11.3M	Buy	200,533 +6,100	+3%	+$345K	0.49%	57
2024 Q2	$11.5M	Sell	194,433 -37,780	-16%	-$2.23M	0.44%	52
2024 Q1	$13.5M	Sell	232,213 -34,424	-13%	-$1.8M	0.73%	34
2023 Q4	$13.1M	Buy	+266,637	New	+$11.5M	0.9%	26

Other funds holding WFC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HUB Investment Partners's WFC Position: Q1 2026 in Review

HUB Investment Partners increased its Wells Fargo (WFC) stake by 4.2% in Q1 2026, buying an estimated $771K and bringing the position to 220,549 shares worth $17.6M. The position accounts for 0.42% of the portfolio, ranked #43.

HUB Investment Partners first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.7M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

HUB Investment Partners held 220,549 shares of Wells Fargo worth $17.6M as of Q1 2026.
HUB Investment Partners bought 8,972 Wells Fargo shares in Q1 2026, an estimated $771K.
Wells Fargo made up 0.42% of HUB Investment Partners's portfolio in Q1 2026, its #43 holding.
HUB Investment Partners first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
HUB Investment Partners's Wells Fargo position peaked at $19.7M in Q4 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.