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Meitav Investment House’s Wells Fargo WFC Stock Holding History

Meitav Investment House’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
Q2 		$4.54M Buy
+54,877
New +$4.41M 0.03% 128
2024
Q1 		– Sell
-53,651
Closed -$2.65M – 357
2023
Q4 		$2.65M Sell
53,651
-1,941
-3% -$83.8K 0.04% 137
2023
Q3 		$2.27M Buy
55,592
+6,393
+13% +$276K 0.04% 151
2023
Q2 		$2.05M Sell
49,199
-313
-0.6% -$12.6K 0.03% 174
2023
Q1 		$1.89M Sell
49,512
-7,342
-13% -$320K 0.03% 183
2022
Q4 		$2.34M Sell
56,854
-928
-2% -$41.1K 0.04% 177
2022
Q3 		$2.35M Sell
57,782
-1,011
-2% -$43.4K 0.04% 180
2022
Q2 		$2.32M Sell
58,793
-2,000
-3% -$87.8K 0.04% 180
2022
Q1 		$3M Buy
60,793
+2,683
+5% +$144K 0.04% 189
2021
Q4 		$2.81M Buy
58,110
+23,160
+66% +$1.14M 0.05% 190
2021
Q3 		$1.63M Sell
34,950
-1,100
-3% -$50.9K 0.03% 217
2021
Q2 		$1.62M Buy
36,050
+1,250
+4% +$55.8K 0.04% 194
2021
Q1 		$1.37M Sell
34,800
-7,190
-17% -$255K 0.04% 190
2020
Q4 		$1.25M Buy
41,990
+13,485
+47% +$349K 0.05% 157
2020
Q3 		$666K Sell
28,505
-13,000
-31% -$320K 0.03% 213
2020
Q2 		$1.06M Buy
41,505
+31,208
+303% +$854K 0.06% 156
2020
Q1 		$305K Buy
10,297
+2,859
+38% +$122K 0.02% 285
2019
Q4 		$400K Sell
7,438
-7,420
-50% -$389K 0.03% 263
2019
Q3 		$732K Buy
14,858
+8,651
+139% +$408K 0.05% 196
2019
Q2 		$294K Sell
6,207
-1,190
-16% -$55.7K 0.02% 335
2019
Q1 		$357K Buy
7,397
+897
+14% +$44.1K 0.02% 288
2018
Q4 		$298K Sell
6,500
-280
-4% -$14.3K 0.02% 257
2018
Q3 		$361K Buy
6,780
+3,440
+103% +$196K 0.02% 373
2018
Q2 		$203K Sell
3,340
-5,116
-61% -$274K 0.01% 406
2018
Q1 		$438K Buy
8,456
+866
+11% +$51.4K 0.02% 264
2017
Q4 		$461K Buy
+7,590
New +$429K 0.03% 161

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meitav Investment House's WFC Position: Q2 2026 in Review

Meitav Investment House opened a new position in Wells Fargo (WFC) in Q2 2026: 54,877 shares worth $4.54M. The stake represents 0.03% of the portfolio and ranks #128 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in WFC as recently as Q4 2023.

Meitav Investment House first reported a position in WFC in Q4 2017 and has held it in 26 quarters since. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Meitav Investment House held 54,877 shares of Wells Fargo worth $4.54M as of Q2 2026.
  • Wells Fargo was a new Meitav Investment House position in Q2 2026.
  • Wells Fargo made up 0.03% of Meitav Investment House's portfolio in Q2 2026, its #128 holding.
  • Meitav Investment House first reported a position in Wells Fargo in Q4 2017 and has held it in 26 quarters since.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.