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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
Q2 		– Sell
-143,291
Closed -$11.4M – 703
2026
Q1 		$11.4M Buy
+143,291
New +$12.3M 0.5% 59

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Logan Capital Management's WFC Position: Q2 2026 in Review

Logan Capital Management opened a new position in Wells Fargo (WFC) in Q2 2026: 149,982 shares worth $12.4M. The stake represents 0.46% of the portfolio and ranks #56 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in WFC as recently as Q4 2025.

Logan Capital Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.9M in Q4 2016. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Logan Capital Management held 149,982 shares of Wells Fargo worth $12.4M as of Q2 2026.
  • Wells Fargo was a new Logan Capital Management position in Q2 2026.
  • Wells Fargo made up 0.46% of Logan Capital Management's portfolio in Q2 2026, its #56 holding.
  • Logan Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's Wells Fargo position peaked at $19.9M in Q4 2016.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.