J. Safra Asset Management’s Wells Fargo WFC Stock Holding History

J. Safra Asset Management’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	$1.09M	Buy	13,684 +60	+0.4%	+$5.15K	0.06%	92
2025 Q4	$1.27M	Buy	13,624 +5,578	+69%	+$484K	0.07%	80
2025 Q3	$674K	Buy	8,046 +2,361	+42%	+$191K	0.04%	94
2025 Q2	$455K	Buy	5,685 +262	+5%	+$18.9K	0.03%	106
2025 Q1	$389K	Sell	5,423 -1,302	-19%	-$97.8K	0.03%	88
2024 Q4	$474K	Buy	6,725 +2,725	+68%	+$186K	0.04%	62
2024 Q3	$224K	Buy	4,000 +635	+19%	+$35.9K	0.02%	65
2024 Q2	$200K	Buy	3,365 +2,625	+355%	+$155K	0.02%	62
2024 Q1	$42.9K	Buy	740 +648	+704%	+$33.9K	﹤0.01%	94
2023 Q4	$4.53K	Buy	+92	New	+$3.97K	﹤0.01%	109
2016 Q4	–	Sell	-1,519	Closed	-$67K	–	133
2016 Q3	$67K	Sell	1,519 -8,909	-85%	-$426K	0.12%	45
2016 Q2	$494K	Sell	10,428 -33,501	-76%	-$1.63M	0.8%	15
2016 Q1	$2.12M	Sell	43,929 -39,439	-47%	-$1.93M	1.73%	13
2015 Q4	$4.53M	Buy	+83,368	New	+$4.53M	3.48%	7

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

J. Safra Asset Management's WFC Position: Q1 2026 in Review

J. Safra Asset Management increased its Wells Fargo (WFC) stake by 0.44% in Q1 2026, buying an estimated $5.15K and bringing the position to 13,684 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #92.

J. Safra Asset Management first reported a position in WFC in Q4 2015 and has held it in 14 quarters since. The position peaked at $4.53M in Q4 2015. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

J. Safra Asset Management held 13,684 shares of Wells Fargo worth $1.09M as of Q1 2026.
J. Safra Asset Management bought 60 Wells Fargo shares in Q1 2026, an estimated $5.15K.
Wells Fargo made up 0.06% of J. Safra Asset Management's portfolio in Q1 2026, its #92 holding.
J. Safra Asset Management first reported a position in Wells Fargo in Q4 2015 and has held it in 14 quarters since.
J. Safra Asset Management's Wells Fargo position peaked at $4.53M in Q4 2015.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.