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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 		$579 Buy
+300
New +$25.8K ﹤0.01% 303
2025
Q2 		– Sell
-300
Closed -$579 – 319
2025
Q1 		$579 Buy
+300
New +$22.5K ﹤0.01% 294

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VCM
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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

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.