Jacobsen Capital Management’s Wells Fargo WFC Stock Holding History

Jacobsen Capital 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	$493K	Sell	6,198 -38	-0.6%	-$3.26K	0.17%	59
2025 Q4	$581K	Sell	6,236 -62	-1%	-$5.38K	0.19%	49
2025 Q3	$528K	Buy	6,298 +106	+2%	+$8.6K	0.18%	50
2025 Q2	$496K	Buy	6,192 +688	+13%	+$49.6K	0.18%	50
2025 Q1	$395K	Buy	5,504 +84	+2%	+$6.31K	0.17%	51
2024 Q4	$381K	Buy	5,420 +148	+3%	+$10.1K	0.16%	51
2024 Q3	$298K	Sell	5,272 -38	-0.7%	-$2.15K	0.13%	65
2024 Q2	$315K	Buy	5,310 +389	+8%	+$23K	0.14%	59
2024 Q1	$285K	Buy	4,921 +37	+0.8%	+$1.94K	0.13%	65
2023 Q4	$240K	Buy	+4,884	New	+$211K	0.12%	70
2019 Q4	$752K	Buy	13,991 +26	+0.2%	+$1.36K	0.75%	37
2019 Q3	$704K	Buy	13,965 +3	+0%	+$141	0.68%	40
2019 Q2	$660K	Buy	+13,962	New	+$653K	0.66%	39

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

Jacobsen Capital Management's WFC Position: Q1 2026 in Review

Jacobsen Capital Management reduced its Wells Fargo (WFC) stake by 0.61% in Q1 2026, selling an estimated $3.26K and leaving 6,198 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #59.

Jacobsen Capital Management first reported a position in WFC in Q2 2019 and has held it in 13 quarters since. The position peaked at $752K in Q4 2019. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Jacobsen Capital Management held 6,198 shares of Wells Fargo worth $493K as of Q1 2026.
Jacobsen Capital Management sold 38 Wells Fargo shares in Q1 2026, an estimated $3.26K.
Wells Fargo made up 0.17% of Jacobsen Capital Management's portfolio in Q1 2026, its #59 holding.
Jacobsen Capital Management first reported a position in Wells Fargo in Q2 2019 and has held it in 13 quarters since.
Jacobsen Capital Management's Wells Fargo position peaked at $752K in Q4 2019.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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