Longfellow Investment Management’s Wells Fargo WFC Stock Holding History

Longfellow Investment 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	$1.91M	Buy	24,036 +8,656	+56%	+$743K	0.4%	48
2025 Q4	$1.43M	Hold	15,380	–	–	0.32%	46
2025 Q3	$1.29M	Hold	15,380	–	–	0.31%	52
2025 Q2	$1.23M	Hold	15,380	–	–	0.3%	55
2025 Q1	$1.1M	Buy	+15,380	New	+$1.15M	0.27%	55
2024 Q2	–	Sell	-13,334	Closed	-$773K	–	275
2024 Q1	$773K	Buy	13,334 +94	+0.7%	+$4.92K	0.17%	68
2023 Q4	$652K	Buy	+13,240	New	+$571K	0.16%	74
2023 Q3	–	Sell	-19,209	Closed	-$820K	–	262
2023 Q2	$820K	Buy	+19,209	New	+$773K	0.19%	78
2014 Q1	–	Sell	-3,629	Closed	-$165K	–	61
2013 Q4	$165K	Hold	3,629	–	–	0.03%	62
2013 Q3	$150K	Buy	3,629 +879	+32%	+$37.5K	0.02%	60
2013 Q2	$114K	Buy	+2,750	New	+$107K	0.02%	63

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

Longfellow Investment Management's WFC Position: Q1 2026 in Review

Longfellow Investment Management increased its Wells Fargo (WFC) stake by 56% in Q1 2026, buying an estimated $743K and bringing the position to 24,036 shares worth $1.91M. The position accounts for 0.4% of the portfolio, ranked #48.

Longfellow Investment Management first reported a position in WFC in Q2 2013 and has held it in 11 quarters since. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Longfellow Investment Management held 24,036 shares of Wells Fargo worth $1.91M as of Q1 2026.
Longfellow Investment Management bought 8,656 Wells Fargo shares in Q1 2026, an estimated $743K.
Wells Fargo made up 0.4% of Longfellow Investment Management's portfolio in Q1 2026, its #48 holding.
Longfellow Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 11 quarters since.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.