Interchange Capital Partners
WFC icon

Interchange Capital Partners’s Wells Fargo WFC Stock Holding History

Interchange Capital 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
Q3 		$787K Buy
9,828
+494
+5% +$42.7K 0.13% 149
2026
Q2 		$771K Buy
9,334
+1,849
+25% +$149K 0.15% 142
2026
Q1 		$547K Sell
7,485
-3,010
-29% -$259K 0.17% 132
2025
Q4 		$978K Buy
10,495
+296
+3% +$25.7K 0.18% 113
2025
Q3 		$855K Buy
10,199
+1,732
+20% +$140K 0.17% 115
2025
Q2 		$678K Buy
8,467
+415
+5% +$29.9K 0.16% 122
2025
Q1 		$578K Buy
8,052
+1,532
+23% +$115K 0.16% 123
2024
Q4 		$458K Sell
6,520
-1,695
-21% -$116K 0.17% 139
2024
Q3 		$464K Buy
8,215
+265
+3% +$15K 0.16% 148
2024
Q2 		$472K Buy
7,950
+4,322
+119% +$255K 0.17% 143
2024
Q1 		$213K Buy
+3,628
New +$190K 0.14% 153
2023
Q2 		– Sell
-10,068
Closed -$375K – 229
2023
Q1 		$375K Buy
+10,068
New +$439K 0.2% 121
2022
Q4 		– Sell
-7,317
Closed -$294K – 165
2022
Q3 		$294K Buy
+7,317
New +$314K 0.32% 86
2021
Q2 		– Sell
-6,045
Closed -$244K – 221
2021
Q1 		$244K Buy
6,045
+326
+6% +$11.5K 0.13% 196
2020
Q4 		$172K Buy
+5,719
New +$148K 0.09% 235

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Deutsche Bank
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Amundi
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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Interchange Capital Partners's WFC Position: Q3 2026 in Review

Interchange Capital Partners increased its Wells Fargo (WFC) stake by 5.3% in Q3 2026, buying an estimated $42.7K and bringing the position to 9,828 shares worth $787K. The position accounts for 0.13% of the portfolio, ranked #149.

Interchange Capital Partners first reported a position in WFC in Q4 2020 and has held it in 15 quarters since. The position peaked at $978K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Interchange Capital Partners held 9,828 shares of Wells Fargo worth $787K as of Q3 2026.
  • Interchange Capital Partners bought 494 Wells Fargo shares in Q3 2026, an estimated $42.7K.
  • Wells Fargo made up 0.13% of Interchange Capital Partners's portfolio in Q3 2026, its #149 holding.
  • Interchange Capital Partners first reported a position in Wells Fargo in Q4 2020 and has held it in 15 quarters since.
  • Interchange Capital Partners's Wells Fargo position peaked at $978K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.