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	$2.9M	Buy	35,100 +10,100	+40%	+$812K	0.02%	550
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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.