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Logan Capital Management’s Wells Fargo WFC Stock Holding History

Logan Capital Management’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 		– Sell
-103,899
Closed -$8.92M – 537
2025
Q4 		$9.68M Sell
103,899
-4,995
-5% -$434K 0.41% 69
2025
Q3 		$9.13M Sell
108,894
-10,790
-9% -$875K 0.39% 72
2025
Q2 		$9.59M Sell
119,684
-47,045
-28% -$3.39M 0.45% 65
2025
Q1 		$12M Sell
166,729
-38,474
-19% -$2.89M 0.54% 53
2024
Q4 		$14.4M Sell
205,203
-3,301
-2% -$225K 0.6% 46
2024
Q3 		$11.8M Sell
208,504
-41,183
-16% -$2.33M 0.49% 61
2024
Q2 		$14.8M Sell
249,687
-4,427
-2% -$261K 0.64% 42
2024
Q1 		$14.7M Sell
254,114
-11,158
-4% -$584K 0.63% 43
2023
Q4 		$13.1M Sell
265,272
-7,643
-3% -$330K 0.61% 47
2023
Q3 		$11.2M Buy
272,915
+211,912
+347% +$9.15M 0.57% 53
2023
Q2 		$2.6M Buy
61,003
+468
+0.8% +$18.8K 0.12% 153
2023
Q1 		$2.26M Buy
60,535
+2,964
+5% +$129K 0.11% 166
2022
Q4 		$2.38M Buy
57,571
+34,729
+152% +$1.54M 0.12% 158
2022
Q3 		$919K Buy
22,842
+2,043
+10% +$87.8K 0.06% 211
2022
Q2 		$815K Buy
20,799
+2,202
+12% +$96.6K 0.05% 222
2022
Q1 		$901K Buy
18,597
+178
+1% +$9.53K 0.04% 223
2021
Q4 		$884K Buy
18,419
+100
+0.5% +$4.92K 0.04% 232
2021
Q3 		$850K Sell
18,319
-2,911
-14% -$135K 0.04% 231
2021
Q2 		$962K Buy
21,230
+1,239
+6% +$55.3K 0.04% 219
2021
Q1 		$781K Buy
19,991
+3,123
+19% +$111K 0.04% 229
2020
Q4 		$509K Sell
16,868
-2,249
-12% -$58.2K 0.03% 268
2020
Q3 		$449K Sell
19,117
-19,898
-51% -$490K 0.02% 317
2020
Q2 		$999K Sell
39,015
-280,370
-88% -$7.67M 0.06% 193
2020
Q1 		$9.17M Sell
319,385
-33,833
-10% -$1.44M 0.64% 46
2019
Q4 		$19M Sell
353,218
-13,835
-4% -$725K 1.04% 28
2019
Q3 		$18.5M Buy
367,053
+2,139
+0.6% +$101K 1.09% 27
2019
Q2 		$17.3M Buy
364,914
+44,942
+14% +$2.1M 1.02% 31
2019
Q1 		$15.5M Buy
319,972
+117,894
+58% +$5.8M 0.95% 33
2018
Q4 		$9.31M Buy
202,078
+185,066
+1,088% +$9.48M 0.74% 41
2018
Q3 		$894K Sell
17,012
-211
-1% -$12K 0.06% 191
2018
Q2 		$955K Buy
17,223
+364
+2% +$19.5K 0.07% 182
2018
Q1 		$884K Sell
16,859
-440
-3% -$26.1K 0.06% 187
2017
Q4 		$1.05M Sell
17,299
-182
-1% -$10.3K 0.07% 167
2017
Q3 		$964K Buy
17,481
+2,500
+17% +$133K 0.07% 176
2017
Q2 		$830K Sell
14,981
-331
-2% -$17.7K 0.06% 178
2017
Q1 		$852K Sell
15,312
-344,914
-96% -$19.6M 0.07% 173
2016
Q4 		$19.9M Sell
360,226
-6,853
-2% -$345K 1.59% 15
2016
Q3 		$16.3M Buy
367,079
+11,022
+3% +$527K 1.33% 24
2016
Q2 		$16.9M Buy
356,057
+311,584
+701% +$15.2M 1.42% 24
2016
Q1 		$2.15M Buy
44,473
+239
+0.5% +$11.7K 0.17% 105
2015
Q4 		$2.4M Sell
44,234
-38
-0.1% -$2.06K 0.19% 100
2015
Q3 		$2.27M Buy
44,272
+37
+0.1% +$2.04K 0.19% 102
2015
Q2 		$2.49M Buy
44,235
+44
+0.1% +$2.45K 0.18% 107
2015
Q1 		$2.4M Sell
44,191
-190
-0.4% -$10.3K 0.17% 105
2014
Q4 		$2.43M Sell
44,381
-6,165
-12% -$326K 0.18% 105
2014
Q3 		$2.62M Buy
50,546
+216
+0.4% +$11.1K 0.19% 99
2014
Q2 		$2.65M Buy
50,330
+445
+0.9% +$22.4K 0.19% 97
2014
Q1 		$2.48M Sell
49,885
-15
-0% -$699 0.18% 98
2013
Q4 		$2.27M Sell
49,900
-5,300
-10% -$229K 0.16% 104
2013
Q3 		$2.28M Buy
55,200
+9,313
+20% +$398K 0.17% 100
2013
Q2 		$1.53M Buy
+45,887
New +$1.79M 0.12% 123

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

Logan Capital Management's WFC Position: Q1 2026 in Review

Logan Capital Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 103,899 shares — an estimated $8.92M sold.

Logan Capital Management first reported a position in WFC in Q2 2013 and held it in 51 quarters. The position peaked at $19.9M in Q4 2016. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Logan Capital Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 103,899 Wells Fargo shares in Q1 2026, an estimated $8.92M.
  • Logan Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 51 quarters.
  • Logan Capital Management's Wells Fargo position peaked at $19.9M in Q4 2016.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.