Jefferies Financial Group
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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
Q3 		– Sell
-60,076
Closed -$5.2M – 1885
2026
Q2 		$4.96M Buy
60,076
+56,499
+1,580% +$4.54M 0.03% 390
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jefferies Financial Group's WFC Position: Q3 2026 in Review

Jefferies Financial Group sold out of Wells Fargo (WFC) in Q3 2026, closing a stake of 60,076 shares — an estimated $5.2M sold.

Jefferies Financial Group first reported a position in WFC in Q4 2022 and held it in 15 quarters. The position peaked at $46.9M in Q2 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • Jefferies Financial Group reported no remaining Wells Fargo position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 60,076 Wells Fargo shares in Q3 2026, an estimated $5.2M.
  • Jefferies Financial Group first reported a position in Wells Fargo in Q4 2022 and held it in 15 quarters.
  • Jefferies Financial Group's Wells Fargo position peaked at $46.9M in Q2 2025.
  • 1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.