JFG
WFC icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's WFC Position: Q2 2026 in Review

Jefferies Financial Group increased its Wells Fargo (WFC) stake by 1,580% in Q2 2026, buying an estimated $4.54M and bringing the position to 60,076 shares worth $4.96M. The position accounts for 0.03% of the portfolio, ranked #390.

Jefferies Financial Group first reported a position in WFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.9M in Q2 2025. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Jefferies Financial Group held 60,076 shares of Wells Fargo worth $4.96M as of Q2 2026.
  • Jefferies Financial Group bought 56,499 Wells Fargo shares in Q2 2026, an estimated $4.54M.
  • Wells Fargo made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #390 holding.
  • Jefferies Financial Group first reported a position in Wells Fargo in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Wells Fargo position peaked at $46.9M in Q2 2025.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.