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Meritage Portfolio Management’s Wells Fargo WFC Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$10.9M Sell
116,616
-3,976
-3% -$345K 0.72% 29
2025
Q3 		$10.1M Sell
120,592
-12,520
-9% -$1.02M 0.67% 36
2025
Q2 		$10.7M Sell
133,112
-2,376
-2% -$171K 0.68% 33
2025
Q1 		$9.73M Sell
135,488
-781
-0.6% -$58.6K 0.65% 35
2024
Q4 		$9.57M Sell
136,269
-2,852
-2% -$195K 0.59% 41
2024
Q3 		$7.86M Sell
139,121
-3,191
-2% -$180K 0.48% 54
2024
Q2 		$8.45M Sell
142,312
-1,859
-1% -$110K 0.53% 46
2024
Q1 		$8.36M Sell
144,171
-9,740
-6% -$510K 0.53% 49
2023
Q4 		$7.58M Sell
153,911
-1,379
-0.9% -$59.5K 0.5% 50
2023
Q3 		$6.34M Sell
155,290
-3,464
-2% -$150K 0.47% 62
2023
Q2 		$6.78M Sell
158,754
-9,238
-5% -$372K 0.48% 58
2023
Q1 		$6.28M Buy
167,992
+53,615
+47% +$2.34M 0.47% 70
2022
Q4 		$4.72M Sell
114,377
-1,547
-1% -$68.5K 0.37% 96
2022
Q3 		$4.66M Sell
115,924
-4,381
-4% -$188K 0.39% 76
2022
Q2 		$4.71M Buy
120,305
+1,986
+2% +$87.2K 0.37% 89
2022
Q1 		$5.73M Buy
118,319
+724
+0.6% +$38.7K 0.35% 81
2021
Q4 		$5.64M Buy
117,595
+1,665
+1% +$82K 0.32% 92
2021
Q3 		$5.38M Buy
115,930
+939
+0.8% +$43.5K 0.32% 82
2021
Q2 		$5.21M Buy
+114,991
New +$5.13M 0.31% 94
2020
Q1 		– Sell
-59,376
Closed -$3.19M – 245
2019
Q4 		$3.19M Sell
59,376
-767
-1% -$40.2K 0.28% 122
2019
Q3 		$3.03M Sell
60,143
-54,433
-48% -$2.56M 0.29% 110
2019
Q2 		$5.42M Buy
114,576
+49,996
+77% +$2.34M 0.55% 52
2019
Q1 		$3.12M Buy
64,580
+975
+2% +$48K 0.32% 127
2018
Q4 		$2.93M Buy
63,605
+58,792
+1,222% +$3.01M 0.33% 121
2018
Q3 		$253K Hold
4,813
– – 0.02% 187
2018
Q2 		$267K Buy
4,813
+300
+7% +$16.1K 0.03% 194
2018
Q1 		$237K Hold
4,513
– – 0.02% 193
2017
Q4 		$274K Buy
4,513
+300
+7% +$16.9K 0.03% 185
2017
Q3 		$232K Hold
4,213
– – 0.02% 193
2017
Q2 		$233K Hold
4,213
– – 0.02% 193
2017
Q1 		$234K Sell
4,213
-1,094
-21% -$62.1K 0.02% 184
2016
Q4 		$292K Buy
+5,307
New +$267K 0.03% 172
2016
Q2 		– Sell
-4,258
Closed -$206K – 206
2016
Q1 		$206K Sell
4,258
-400
-9% -$19.6K 0.02% 170
2015
Q4 		$253K Hold
4,658
– – 0.03% 189
2015
Q3 		$239K Sell
4,658
-415
-8% -$22.8K 0.03% 189
2015
Q2 		$285K Buy
5,073
+860
+20% +$47.9K 0.03% 197
2015
Q1 		$229K Sell
4,213
-115,330
-96% -$6.23M 0.02% 202
2014
Q4 		$6.55M Sell
119,543
-1,767
-1% -$93.5K 0.7% 29
2014
Q3 		$6.29M Sell
121,310
-810
-0.7% -$41.7K 0.72% 29
2014
Q2 		$6.42M Buy
122,120
+1,990
+2% +$100K 0.7% 37
2014
Q1 		$5.97M Buy
120,130
+2,551
+2% +$119K 0.72% 38
2013
Q4 		$5.34M Sell
117,579
-5,621
-5% -$243K 0.66% 52
2013
Q3 		$5.09M Buy
123,200
+984
+0.8% +$42K 0.66% 53
2013
Q2 		$5.04M Buy
+122,216
New +$4.76M 0.72% 32

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Meritage Portfolio Management's WFC Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Wells Fargo (WFC) stake by 3.3% in Q4 2025, selling an estimated $345K and leaving 116,616 shares worth $10.9M. The position accounts for 0.72% of the portfolio, ranked #29.

Meritage Portfolio Management first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Meritage Portfolio Management held 116,616 shares of Wells Fargo worth $10.9M as of Q4 2025.
  • Meritage Portfolio Management sold 3,976 Wells Fargo shares in Q4 2025, an estimated $345K.
  • Wells Fargo made up 0.72% of Meritage Portfolio Management's portfolio in Q4 2025, its #29 holding.
  • Meritage Portfolio Management first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
  • 2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.