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Jefferies Financial Group’s Wells Fargo WFC Stock Holding History

Jefferies Financial Group’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 		$285K Sell
3,577
-47,051
-93% -$4.04M ﹤0.01% 1393
2025
Q4 		$4.72M Sell
50,628
-30,271
-37% -$2.63M 0.02% 499
2025
Q3 		$6.78M Sell
80,899
-504,606
-86% -$40.9M 0.03% 295
2025
Q2 		$46.9M Buy
585,505
+476,965
+439% +$34.4M 0.39% 42
2025
Q1 		$7.79M Buy
108,540
+27,360
+34% +$2.05M 0.07% 197
2024
Q4 		$5.7M Buy
81,180
+58,797
+263% +$4.01M 0.03% 327
2024
Q3 		$1.26M Sell
22,383
-34,375
-61% -$1.94M 0.01% 724
2024
Q2 		$3.37M Buy
56,758
+46,200
+438% +$2.73M 0.04% 404
2024
Q1 		$612K Buy
10,558
+4,043
+62% +$212K 0.01% 988
2023
Q4 		$321K Sell
6,515
-44,626
-87% -$1.93M ﹤0.01% 1355
2023
Q3 		$2.09M Buy
51,141
+40,481
+380% +$1.75M 0.02% 615
2023
Q2 		$455K Sell
10,660
-89,278
-89% -$3.59M ﹤0.01% 1210
2023
Q1 		$3.74M Buy
99,938
+38,575
+63% +$1.68M 0.03% 445
2022
Q4 		$2.53M Buy
+61,363
New +$2.72M 0.02% 576

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Jefferies Financial Group's WFC Position: Q1 2026 in Review

Jefferies Financial Group reduced its Wells Fargo (WFC) stake by 93% in Q1 2026, selling an estimated $4.04M and leaving 3,577 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Jefferies Financial Group first reported a position in WFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $46.9M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Jefferies Financial Group held 3,577 shares of Wells Fargo worth $285K as of Q1 2026.
  • Jefferies Financial Group sold 47,051 Wells Fargo shares in Q1 2026, an estimated $4.04M.
  • Wells Fargo made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1393 holding.
  • Jefferies Financial Group first reported a position in Wells Fargo in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Wells Fargo position peaked at $46.9M in Q2 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.