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	$1.99M	Sell	25,000 -360,000	-94%	-$30.9M	0.01%	641
2025 Q4	$35.9M	Buy	385,000 +197,500	+105%	+$17.1M	0.18%	101
2025 Q3	$15.7M	Buy	187,500 +111,500	+147%	+$9.04M	0.07%	167
2025 Q2	$6.09M	Sell	76,000 -32,500	-30%	-$2.34M	0.05%	253
2025 Q1	$7.79M	Buy	108,500 +68,000	+168%	+$5.11M	0.07%	198
2024 Q4	$2.84M	Buy	40,500 +22,500	+125%	+$1.54M	0.02%	542
2024 Q3	$1.02M	Buy	+18,000	New	+$1.02M	0.01%	780
2023 Q2	–	Sell	-50,000	Closed	-$1.87M	–	2041
2023 Q1	$1.87M	Sell	50,000 -150,000	-75%	-$6.54M	0.02%	680
2022 Q4	$8.26M	Buy	+200,000	New	+$8.85M	0.06%	258

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

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. 2,801 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.
2,801 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.