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 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

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

Interchange Capital Partners's WFC Position: Q1 2026 in Review

Interchange Capital Partners reduced its Wells Fargo (WFC) stake by 29% in Q1 2026, selling an estimated $259K and leaving 7,485 shares worth $547K. The position accounts for 0.17% of the portfolio, ranked #132.

Interchange Capital Partners first reported a position in WFC in Q4 2020 and has held it in 13 quarters since. The position peaked at $978K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Interchange Capital Partners held 7,485 shares of Wells Fargo worth $547K as of Q1 2026.
Interchange Capital Partners sold 3,010 Wells Fargo shares in Q1 2026, an estimated $259K.
Wells Fargo made up 0.17% of Interchange Capital Partners's portfolio in Q1 2026, its #132 holding.
Interchange Capital Partners first reported a position in Wells Fargo in Q4 2020 and has held it in 13 quarters since.
Interchange Capital Partners's Wells Fargo position peaked at $978K in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.