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Means Investment Company’s Wells Fargo WFC Stock Holding History

Means Investment Company’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 		$558K Buy
7,008
+20
+0.3% +$1.72K 0.05% 120
2025
Q4 		$651K Buy
6,988
+18
+0.3% +$1.56K 0.05% 110
2025
Q3 		$584K Sell
6,970
-97
-1% -$7.87K 0.05% 122
2025
Q2 		$566K Buy
7,067
+183
+3% +$13.2K 0.05% 119
2025
Q1 		$494K Buy
6,884
+18
+0.3% +$1.35K 0.05% 122
2024
Q4 		$482K Buy
6,866
+18
+0.3% +$1.23K 0.05% 127
2024
Q3 		$387K Buy
6,848
+55
+0.8% +$3.11K 0.04% 147
2024
Q2 		$403K Buy
6,793
+730
+12% +$43.1K 0.05% 137
2024
Q1 		$351K Buy
6,063
+18
+0.3% +$942 0.05% 153
2023
Q4 		$298K Buy
6,045
+23
+0.4% +$993 0.04% 162
2023
Q3 		$246K Sell
6,022
-439
-7% -$19K 0.04% 176
2023
Q2 		$276K Sell
6,461
-99
-2% -$3.98K 0.04% 165
2023
Q1 		$245K Sell
6,560
-2
-0% -$87 0.04% 172
2022
Q4 		$271K Sell
6,562
-561
-8% -$24.8K 0.05% 164
2022
Q3 		$287K Buy
7,123
+9
+0.1% +$387 0.06% 151
2022
Q2 		$279K Buy
7,114
+31
+0.4% +$1.36K 0.06% 159
2022
Q1 		$343K Buy
7,083
+123
+2% +$6.58K 0.06% 146
2021
Q4 		$334K Buy
6,960
+2,109
+43% +$104K 0.06% 147
2021
Q3 		$225K Buy
4,851
+14
+0.3% +$648 0.04% 168
2021
Q2 		$219K Buy
+4,837
New +$216K 0.04% 175

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

Means Investment Company's WFC Position: Q1 2026 in Review

Means Investment Company increased its Wells Fargo (WFC) stake by 0.29% in Q1 2026, buying an estimated $1.72K and bringing the position to 7,008 shares worth $558K. The position accounts for 0.05% of the portfolio, ranked #120.

Means Investment Company first reported a position in WFC in Q2 2021 and has held it in 20 quarters since. The position peaked at $651K in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Means Investment Company held 7,008 shares of Wells Fargo worth $558K as of Q1 2026.
  • Means Investment Company bought 20 Wells Fargo shares in Q1 2026, an estimated $1.72K.
  • Wells Fargo made up 0.05% of Means Investment Company's portfolio in Q1 2026, its #120 holding.
  • Means Investment Company first reported a position in Wells Fargo in Q2 2021 and has held it in 20 quarters since.
  • Means Investment Company's Wells Fargo position peaked at $651K in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.