Mackenzie Financial
WFC icon

Mackenzie Financial’s Wells Fargo WFC Stock Holding History

Mackenzie Financial’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 		$18.2K Sell
13,400
-17,300
-56% -$1.49M ﹤0.01% 1408
2025
Q4 		$23.5K Buy
30,700
+18,800
+158% +$1.63M ﹤0.01% 1645
2025
Q3 		$13.9K Sell
11,900
-1,300
-10% -$105K ﹤0.01% 1686
2025
Q2 		$6.11K Buy
13,200
+3,100
+31% +$224K ﹤0.01% 1694
2025
Q1 		$21.8K Buy
+10,100
New +$758K ﹤0.01% 1646

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

Mackenzie Financial's WFC Position: Q1 2026 in Review

Mackenzie Financial reduced its Wells Fargo (WFC) stake by 25% in Q1 2026, selling an estimated $63.8M and leaving 2,206,278 shares worth $176M. The position accounts for 0.21% of the portfolio, ranked #99.

Mackenzie Financial first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $356M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Mackenzie Financial held 2,206,278 shares of Wells Fargo worth $176M as of Q1 2026.
  • Mackenzie Financial sold 742,439 Wells Fargo shares in Q1 2026, an estimated $63.8M.
  • Wells Fargo made up 0.21% of Mackenzie Financial's portfolio in Q1 2026, its #99 holding.
  • Mackenzie Financial first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Mackenzie Financial's Wells Fargo position peaked at $356M in Q4 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.