Middleton & Co’s Wells Fargo WFC Stock Holding History

Middleton & Co’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	–	Sell	-2,310	Closed	-$215K	–	168
2025 Q4	$215K	Buy	+2,310	New	+$201K	0.02%	158
2023 Q1	–	Sell	-5,210	Closed	-$215K	–	158
2022 Q4	$215K	Buy	5,210 +205	+4%	+$9.07K	0.03%	150
2022 Q3	$201K	Buy	+5,005	New	+$215K	0.03%	143
2022 Q2	–	Sell	-5,005	Closed	-$243K	–	164
2022 Q1	$243K	Hold	5,005	–	–	0.03%	150
2021 Q4	$240K	Sell	5,005 -210	-4%	-$10.3K	0.02%	150
2021 Q3	$242K	Sell	5,215 -2,546	-33%	-$118K	0.03%	148
2021 Q2	$351K	Buy	7,761 +525	+7%	+$23.4K	0.04%	128
2021 Q1	$283K	Sell	7,236 -450	-6%	-$15.9K	0.03%	137
2020 Q4	$232K	Buy	+7,686	New	+$199K	0.03%	144
2020 Q3	–	Sell	-8,588	Closed	-$220K	–	146
2020 Q2	$220K	Sell	8,588 -5,889	-41%	-$161K	0.03%	139
2020 Q1	$415K	Sell	14,477 -1,222	-8%	-$51.9K	0.07%	107
2019 Q4	$845K	Sell	15,699 -1,198	-7%	-$62.7K	0.12%	97
2019 Q3	$852K	Hold	16,897	–	–	0.13%	98
2019 Q2	$800K	Sell	16,897 -830	-5%	-$38.8K	0.12%	99
2019 Q1	$857K	Sell	17,727 -300	-2%	-$14.8K	0.14%	95
2018 Q4	$831K	Sell	18,027 -1,625	-8%	-$83.2K	0.15%	93
2018 Q3	$1.03M	Sell	19,652 -700	-3%	-$40K	0.16%	100
2018 Q2	$1.13M	Sell	20,352 -1,333	-6%	-$71.4K	0.19%	92
2018 Q1	$1.14M	Sell	21,685 -13,129	-38%	-$780K	0.2%	90
2017 Q4	$2.11M	Sell	34,814 -9,155	-21%	-$517K	0.35%	73
2017 Q3	$2.42M	Sell	43,969 -3,245	-7%	-$172K	0.44%	67
2017 Q2	$2.62M	Sell	47,214 -2,505	-5%	-$134K	0.56%	64
2017 Q1	$2.77M	Sell	49,719 -27,160	-35%	-$1.54M	0.61%	60
2016 Q4	$4.24M	Sell	76,879 -38,805	-34%	-$1.95M	0.96%	37
2016 Q3	$5.12M	Sell	115,684 -76,095	-40%	-$3.64M	1.15%	31
2016 Q2	$9.08M	Sell	191,779 -823	-0.4%	-$40.1K	2.09%	13
2016 Q1	$9.31M	Buy	192,602 +725	+0.4%	+$35.5K	2.16%	13
2015 Q4	$10.4M	Buy	191,877 +7,472	+4%	+$406K	2.33%	9
2015 Q3	$9.47M	Buy	184,405 +2,637	+1%	+$145K	2.25%	9
2015 Q2	$10.2M	Buy	181,768 +214	+0.1%	+$11.9K	2.22%	8
2015 Q1	$9.88M	Buy	181,554 +3,660	+2%	+$198K	2.16%	9
2014 Q4	$9.75M	Buy	177,894 +1,037	+0.6%	+$54.9K	2.18%	10
2014 Q3	$9.17M	Sell	176,857 -2,905	-2%	-$149K	2.16%	9
2014 Q2	$9.45M	Buy	179,762 +4,295	+2%	+$216K	2.15%	9
2014 Q1	$8.73M	Buy	175,467 +3,515	+2%	+$164K	2.03%	12
2013 Q4	$7.81M	Sell	171,952 -1,705	-1%	-$73.6K	2.04%	17
2013 Q3	$7.18M	Buy	173,657 +5,907	+4%	+$252K	1.89%	15
2013 Q2	$6.92M	Buy	+167,750	New	+$6.54M	2.03%	10

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

Middleton & Co's WFC Position: Q1 2026 in Review

Middleton & Co sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,310 shares — an estimated $215K sold.

Middleton & Co first reported a position in WFC in Q2 2013 and held it in 38 quarters. The position peaked at $10.4M in Q4 2015. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Middleton & Co reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Middleton & Co sold 2,310 Wells Fargo shares in Q1 2026, an estimated $215K.
Middleton & Co first reported a position in Wells Fargo in Q2 2013 and held it in 38 quarters.
Middleton & Co's Wells Fargo position peaked at $10.4M in Q4 2015.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.