Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Wells Fargo WFC Stock Holding History

Kovitz Investment Group Partners’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 		$7.68M Buy
96,473
+29,109
+43% +$2.5M 0.18% 114
2025
Q4 		$6.28M Sell
67,364
-194,219
-74% -$16.9M 0.14% 131
2025
Q3 		$21.9M Sell
261,583
-38,660
-13% -$3.14M 0.09% 208
2025
Q2 		$24.1M Buy
300,243
+40,586
+16% +$2.93M 0.1% 176
2025
Q1 		$18.6M Sell
259,657
-1,199
-0.5% -$90K 0.09% 180
2024
Q4 		$18.3M Sell
260,856
-8,256
-3% -$564K 0.09% 186
2024
Q3 		$12.7M Buy
269,112
+179,712
+201% +$10.2M 0.09% 189
2024
Q2 		$5.31M Sell
89,400
-40,074
-31% -$2.37M 0.05% 277
2024
Q1 		$7.5M Buy
129,474
+595
+0.5% +$31.1K 0.1% 156
2023
Q4 		$6.34M Buy
128,879
+6,886
+6% +$297K 0.11% 116
2023
Q3 		$4.98M Sell
121,993
-380
-0.3% -$16.4K 0.09% 139
2023
Q2 		$5.22M Buy
122,373
+1,631
+1% +$65.6K 0.08% 139
2023
Q1 		$4.51M Sell
120,742
-19,369
-14% -$844K 0.08% 162
2022
Q4 		$5.79M Buy
140,111
+133,173
+1,919% +$5.89M 0.11% 134
2022
Q3 		$279K Sell
6,938
-2,621
-27% -$113K 0.01% 364
2022
Q2 		$374K Sell
9,559
-744
-7% -$32.6K 0.01% 353
2022
Q1 		$499K Sell
10,303
-43,346
-81% -$2.32M 0.01% 340
2021
Q4 		$1.62M Buy
53,649
+41,776
+352% +$2.06M 0.04% 227
2021
Q3 		$551K Sell
11,873
-6,411
-35% -$297K 0.01% 346
2021
Q2 		$828K Sell
18,284
-1,935
-10% -$86.4K 0.02% 321
2021
Q1 		$790K Sell
20,219
-33,430
-62% -$1.18M 0.02% 303
2020
Q4 		$1.62M Sell
53,649
-48,473
-47% -$1.25M 0.04% 222
2020
Q3 		$2.4M Buy
102,122
+5,005
+5% +$123K 0.07% 176
2020
Q2 		$2.49M Buy
97,117
+32,053
+49% +$877K 0.08% 164
2020
Q1 		$1.87M Buy
65,064
+11,069
+21% +$471K 0.07% 183
2019
Q4 		$2.91M Buy
53,995
+1,048
+2% +$54.9K 0.08% 162
2019
Q3 		$2.67M Buy
52,947
+3,731
+8% +$176K 0.09% 168
2019
Q2 		$2.33M Sell
49,216
-5,018
-9% -$235K 0.07% 184
2019
Q1 		$2.62M Sell
54,234
-73,755
-58% -$3.63M 0.08% 168
2018
Q4 		$5.9M Buy
127,989
+95,841
+298% +$4.91M 0.23% 68
2018
Q3 		$1.69M Sell
32,148
-13,478
-30% -$770K 0.08% 67
2018
Q2 		$2.53M Sell
45,626
-30,270
-40% -$1.62M 0.12% 53
2018
Q1 		$3.98M Sell
75,896
-154,782
-67% -$9.19M 0.19% 43
2017
Q4 		$14K Sell
230,678
-574,167
-71% -$32.4M 0.6% 36
2017
Q3 		$44.4M Sell
804,845
-5,156
-0.6% -$274K 2.21% 22
2017
Q2 		$44.9M Buy
810,001
+27,104
+3% +$1.45M 2.39% 22
2017
Q1 		$43.6M Buy
782,897
+22,725
+3% +$1.29M 2.39% 19
2016
Q4 		$41.9M Buy
760,172
+22,047
+3% +$1.11M 2.44% 21
2016
Q3 		$32.7M Sell
738,125
-26,146
-3% -$1.25M 2.01% 24
2016
Q2 		$36.2M Sell
764,271
-45,191
-6% -$2.2M 2.51% 15
2016
Q1 		$39.1M Buy
+809,462
New +$39.6M 2.31% 19

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

Kovitz Investment Group Partners's WFC Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Wells Fargo (WFC) stake by 43% in Q1 2026, buying an estimated $2.5M and bringing the position to 96,473 shares worth $7.68M. The position accounts for 0.18% of the portfolio, ranked #114.

Kovitz Investment Group Partners first reported a position in WFC in Q1 2016 and has held it in 41 quarters since. The position peaked at $44.9M in Q2 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Kovitz Investment Group Partners held 96,473 shares of Wells Fargo worth $7.68M as of Q1 2026.
  • Kovitz Investment Group Partners bought 29,109 Wells Fargo shares in Q1 2026, an estimated $2.5M.
  • Wells Fargo made up 0.18% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #114 holding.
  • Kovitz Investment Group Partners first reported a position in Wells Fargo in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Wells Fargo position peaked at $44.9M in Q2 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.