J. Safra Sarasin Holding’s Wells Fargo WFC Stock Holding History

J. Safra Sarasin Holding’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	$817K	Buy	10,265 +5,016	+96%	+$431K	0.01%	334
2025 Q4	$489K	Sell	5,249 -7,690	-59%	-$668K	0.01%	399
2025 Q3	$1.08M	Buy	+12,939	New	+$1.05M	0.02%	308
2025 Q2	–	Sell	-4,500	Closed	-$323K	–	550
2025 Q1	$323K	Buy	4,500 +886	+25%	+$66.5K	0.01%	444
2024 Q4	$254K	Buy	+3,614	New	+$247K	﹤0.01%	445
2024 Q3	–	Sell	-4,419	Closed	-$262K	–	488
2024 Q2	$262K	Buy	+4,419	New	+$261K	﹤0.01%	437

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 Sarasin Holding's WFC Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Wells Fargo (WFC) stake by 96% in Q1 2026, buying an estimated $431K and bringing the position to 10,265 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #334.

J. Safra Sarasin Holding first reported a position in WFC in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

J. Safra Sarasin Holding held 10,265 shares of Wells Fargo worth $817K as of Q1 2026.
J. Safra Sarasin Holding bought 5,016 Wells Fargo shares in Q1 2026, an estimated $431K.
Wells Fargo made up 0.01% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #334 holding.
J. Safra Sarasin Holding first reported a position in Wells Fargo in Q2 2024 and has held it in 6 quarters since.
J. Safra Sarasin Holding's Wells Fargo position peaked at $1.08M in Q3 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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