Martingale Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,721
| Closed | -$440K | – | 867 |
|
|
2025
Q4 | $440K | Buy |
+4,721
| New | +$410K | 0.01% | 628 |
|
|
2024
Q4 | – | Sell |
-7,599
| Closed | -$429K | – | 849 |
|
|
2024
Q3 | $429K | Buy |
7,599
+3,269
| +75% | +$185K | 0.01% | 658 |
|
|
2024
Q2 | $257K | Buy |
+4,330
| New | +$256K | 0.01% | 713 |
|
|
2023
Q2 | – | Sell |
-523,197
| Closed | -$19.6M | – | 884 |
|
|
2023
Q1 | $19.6M | Buy |
523,197
+68,322
| +15% | +$2.98M | 0.38% | 104 |
|
|
2022
Q4 | $18.8M | Buy |
+454,875
| New | +$20.1M | 0.37% | 107 |
|
|
2022
Q3 | – | Sell |
-9,852
| Closed | -$386K | – | 905 |
|
|
2022
Q2 | $386K | Buy |
9,852
+595
| +6% | +$26.1K | 0.01% | 697 |
|
|
2022
Q1 | $449K | Buy |
9,257
+3,174
| +52% | +$170K | 0.01% | 661 |
|
|
2021
Q4 | $292K | Buy |
6,083
+280
| +5% | +$13.8K | ﹤0.01% | 744 |
|
|
2021
Q3 | $270K | Buy |
+5,803
| New | +$269K | ﹤0.01% | 772 |
|
|
2018
Q3 | – | Sell |
-14,140
| Closed | -$784K | – | 1016 |
|
|
2018
Q2 | $784K | Sell |
14,140
-9,557
| -40% | -$512K | 0.01% | 787 |
|
|
2018
Q1 | $1.24M | Buy |
23,697
+4,633
| +24% | +$275K | 0.02% | 681 |
|
|
2017
Q4 | $1.16M | Buy |
19,064
+12,886
| +209% | +$728K | 0.02% | 676 |
|
|
2017
Q3 | $341K | Sell |
6,178
-199
| -3% | -$10.6K | ﹤0.01% | 892 |
|
|
2017
Q2 | $354K | Sell |
6,377
-427
| -6% | -$22.9K | 0.01% | 866 |
|
|
2017
Q1 | $379K | Sell |
6,804
-47,970
| -88% | -$2.72M | 0.01% | 849 |
|
|
2016
Q4 | $3.02M | Sell |
54,774
-15,195
| -22% | -$764K | 0.04% | 450 |
|
|
2016
Q3 | $3.1M | Sell |
69,969
-22,209
| -24% | -$1.06M | 0.05% | 398 |
|
|
2016
Q2 | $4.36M | Sell |
92,178
-113,567
| -55% | -$5.54M | 0.07% | 248 |
|
|
2016
Q1 | $9.95M | Sell |
205,745
-331,267
| -62% | -$16.2M | 0.2% | 173 |
|
|
2015
Q4 | $29.2M | Buy |
537,012
+28,898
| +6% | +$1.57M | 0.65% | 23 |
|
|
2015
Q3 | $26.1M | Sell |
508,114
-44,702
| -8% | -$2.46M | 0.64% | 30 |
|
|
2015
Q2 | $31.1M | Buy |
552,816
+7,040
| +1% | +$393K | 0.73% | 24 |
|
|
2015
Q1 | $29.7M | Sell |
545,776
-242,320
| -31% | -$13.1M | 0.71% | 22 |
|
|
2014
Q4 | $43.2M | Buy |
788,096
+21,214
| +3% | +$1.12M | 1.2% | 5 |
|
|
2014
Q3 | $39.8M | Sell |
766,882
-34,728
| -4% | -$1.79M | 1.24% | 6 |
|
|
2014
Q2 | $42.1M | Buy |
801,610
+41,191
| +5% | +$2.07M | 1.32% | 5 |
|
|
2014
Q1 | $37.8M | Buy |
760,419
+93,326
| +14% | +$4.35M | 1.28% | 3 |
|
|
2013
Q4 | $30.3M | Sell |
667,093
-110,291
| -14% | -$4.76M | 1.05% | 6 |
|
|
2013
Q3 | $32.1M | Sell |
777,384
-29,709
| -4% | -$1.27M | 1.14% | 7 |
|
|
2013
Q2 | $33.3M | Buy |
+807,093
| New | +$31.4M | 1.23% | 7 |
|
Other funds holding WFC
VCM
VPM
Martingale Asset Management's WFC Position: Q1 2026 in Review
Martingale Asset Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 4,721 shares — an estimated $440K sold.
Martingale Asset Management first reported a position in WFC in Q2 2013 and held it in 30 quarters. The position peaked at $43.2M in Q4 2014. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Martingale Asset Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
- Martingale Asset Management sold 4,721 Wells Fargo shares in Q1 2026, an estimated $440K.
- Martingale Asset Management first reported a position in Wells Fargo in Q2 2013 and held it in 30 quarters.
- Martingale Asset Management's Wells Fargo position peaked at $43.2M in Q4 2014.
- 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.