Marshall Wace’s Wells Fargo WFC Stock Holding History

Marshall Wace’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
2024 Q2	–	Sell	-199,900	Closed	-$12.4M	–	3007
2024 Q1	$12.4M	Buy	199,900 +3,900	+2%	+$204K	0.02%	677
2023 Q4	$9.65M	Buy	+196,000	New	+$8.46M	0.02%	702
2023 Q3	–	Sell	-169,600	Closed	-$7.24M	–	2744
2023 Q2	$7.24M	Buy	169,600 +91,400	+117%	+$3.68M	0.01%	874
2023 Q1	$2.92M	Sell	78,200 -474,300	-86%	-$20.7M	0.01%	1255
2022 Q4	$22.8M	Buy	552,500 +222,000	+67%	+$9.83M	0.05%	409
2022 Q3	$13.3M	Buy	330,500 +127,600	+63%	+$5.48M	0.03%	677
2022 Q2	$7.95M	Buy	202,900 +183,500	+946%	+$8.05M	0.02%	1042
2022 Q1	$940K	Sell	19,400 -10,000	-34%	-$535K	﹤0.01%	2487
2021 Q4	$1.41M	Buy	29,400 +21,600	+277%	+$1.06M	﹤0.01%	2278
2021 Q3	$362K	Buy	+7,800	New	+$361K	﹤0.01%	2563

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

Marshall Wace's WFC Position: Q1 2026 in Review

Marshall Wace reduced its Wells Fargo (WFC) stake by 95% in Q1 2026, selling an estimated $81.8M and leaving 48,100 shares worth $3.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Marshall Wace first reported a position in WFC in Q2 2015 and has held it in 35 quarters since. The position peaked at $605M in Q1 2022. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Marshall Wace held 48,100 shares of Wells Fargo worth $3.83M as of Q1 2026.
Marshall Wace sold 952,100 Wells Fargo shares in Q1 2026, an estimated $81.8M.
Wells Fargo made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1431 holding.
Marshall Wace first reported a position in Wells Fargo in Q2 2015 and has held it in 35 quarters since.
Marshall Wace's Wells Fargo position peaked at $605M in Q1 2022.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.