Longbow Finance’s Wells Fargo WFC Stock Holding History

Longbow Finance’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	-106,048	Closed	-$9.88M	–	67
2025 Q4	$9.88M	Sell	106,048 -42,678	-29%	-$3.71M	1.67%	14
2025 Q3	$12.5M	Buy	148,726 +26,355	+22%	+$2.14M	1.23%	23
2025 Q2	$9.8M	Sell	122,371 -7,459	-6%	-$538K	1.05%	28
2025 Q1	$9.32M	Sell	129,830 -27,880	-18%	-$2.09M	1.12%	25
2024 Q4	$11.1M	Buy	157,710 +74,784	+90%	+$5.11M	1.21%	20
2024 Q3	$4.68M	Hold	82,926	–	–	0.5%	53
2024 Q2	$4.92M	Sell	82,926 -4,643	-5%	-$274K	0.51%	47
2024 Q1	$5.08M	Buy	+87,569	New	+$4.58M	0.51%	52

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

Longbow Finance's WFC Position: Q1 2026 in Review

Longbow Finance sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 106,048 shares — an estimated $9.88M sold.

Longbow Finance first reported a position in WFC in Q1 2024 and held it in 8 quarters. The position peaked at $12.5M in Q3 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Longbow Finance reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Longbow Finance sold 106,048 Wells Fargo shares in Q1 2026, an estimated $9.88M.
Longbow Finance first reported a position in Wells Fargo in Q1 2024 and held it in 8 quarters.
Longbow Finance's Wells Fargo position peaked at $12.5M in Q3 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.