Leith Wheeler Investment Counsel’s Wells Fargo WFC Stock Holding History

Leith Wheeler Investment Counsel’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	$32.5M	Buy	408,689 +2,199	+0.5%	+$189K	2.69%	3
2025 Q4	$37.9M	Buy	+406,490	New	+$35.3M	2.84%	4
2025 Q3	–	Sell	-449,815	Closed	-$36M	–	75
2025 Q2	$36M	Sell	449,815 -232,143	-34%	-$16.7M	2.56%	8
2025 Q1	$49M	Sell	681,958 -39,781	-6%	-$2.99M	3.4%	2
2024 Q4	$50.7M	Sell	721,739 -3,334	-0.5%	-$228K	3.67%	2
2024 Q3	$41M	Buy	725,073 +418,092	+136%	+$23.6M	2.87%	4
2024 Q2	$18.2M	Buy	306,981 +42,797	+16%	+$2.53M	1.57%	13
2024 Q1	$15.3M	Sell	264,184 -263,920	-50%	-$13.8M	1.49%	11
2023 Q4	$12.4M	Buy	528,104 +356,620	+208%	+$15.4M	1.35%	16
2023 Q3	$7.01M	Buy	171,484 +45,850	+36%	+$1.98M	0.93%	31
2023 Q2	$5.36M	Sell	125,634 -302,671	-71%	-$12.2M	0.7%	38
2023 Q1	$4.31M	Buy	428,305 +357,571	+506%	+$15.6M	0.63%	40
2022 Q4	$2.92M	Buy	70,734 +16,950	+32%	+$750K	0.44%	46
2022 Q3	$2.16M	Buy	53,784 +18,000	+50%	+$773K	0.36%	42
2022 Q2	$1.8M	Buy	35,784 +16,851	+89%	+$739K	0.24%	45
2022 Q1	$917K	Buy	+18,933	New	+$1.01M	0.14%	45

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

Leith Wheeler Investment Counsel's WFC Position: Q1 2026 in Review

Leith Wheeler Investment Counsel increased its Wells Fargo (WFC) stake by 0.54% in Q1 2026, buying an estimated $189K and bringing the position to 408,689 shares worth $32.5M. The position accounts for 2.69% of the portfolio, ranked #3.

Leith Wheeler Investment Counsel first reported a position in WFC in Q1 2022 and has held it in 16 quarters since. The position peaked at $50.7M in Q4 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Leith Wheeler Investment Counsel held 408,689 shares of Wells Fargo worth $32.5M as of Q1 2026.
Leith Wheeler Investment Counsel bought 2,199 Wells Fargo shares in Q1 2026, an estimated $189K.
Wells Fargo made up 2.69% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #3 holding.
Leith Wheeler Investment Counsel first reported a position in Wells Fargo in Q1 2022 and has held it in 16 quarters since.
Leith Wheeler Investment Counsel's Wells Fargo position peaked at $50.7M in Q4 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.