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Mondrian Investment Partners’s Wells Fargo WFC Stock Holding History

Mondrian Investment Partners’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 		$100M Sell
1,258,730
-23,297
-2% -$2M 1.5% 28
2025
Q4 		$119M Sell
1,282,027
-369,107
-22% -$32M 1.97% 25
2025
Q3 		$138M Buy
+1,651,134
New +$134M 2.31% 17
2025
Q1 		$148M Buy
2,055,004
+167,232
+9% +$12.6M 2.52% 10
2024
Q4 		$149M Sell
1,887,772
-496,893
-21% -$33.9M 2.46% 12
2024
Q3 		$135M Buy
2,384,665
+8,667
+0.4% +$490K 2.04% 19
2024
Q2 		$141M Sell
2,375,998
-340,284
-13% -$20.1M 2.17% 16
2024
Q1 		$157M Sell
2,716,282
-193,361
-7% -$10.1M 2.16% 17
2023
Q4 		$143M Sell
2,909,643
-285,601
-9% -$12.3M 2.26% 15
2023
Q3 		$131M Sell
3,195,244
-466,367
-13% -$20.1M 2.69% 7
2023
Q2 		$156M Sell
3,661,611
-104,022
-3% -$4.19M 3.12% 8
2023
Q1 		$141M Buy
3,765,633
+267,325
+8% +$11.7M 3.11% 10
2022
Q4 		$144M Sell
3,498,308
-19,893
-0.6% -$881K 3.19% 9
2022
Q3 		$142K Buy
3,518,201
+61,680
+2% +$2.65M 3.1% 9
2022
Q2 		$135M Buy
3,456,521
+178,818
+5% +$7.85M 2.83% 12
2022
Q1 		$159M Sell
3,277,703
-292,879
-8% -$15.7M 3.26% 7
2021
Q4 		$171M Sell
3,570,582
-146,742
-4% -$7.22M 3.38% 7
2021
Q3 		$173M Sell
3,717,324
-473,009
-11% -$21.9M 3.48% 6
2021
Q2 		$190M Buy
4,190,333
+727,563
+21% +$32.5M 3.63% 6
2021
Q1 		$156M Buy
3,462,770
+1,433,421
+71% +$50.7M 3.34% 5
2020
Q4 		$61.2M Buy
2,029,349
+756,026
+59% +$19.6M 1.51% 22
2020
Q3 		$27.3M Buy
1,273,323
+106,144
+9% +$2.62M 0.95% 37
2020
Q2 		$29.9M Buy
1,167,179
+150,486
+15% +$4.12M 1.07% 37
2020
Q1 		$29.2M Sell
1,016,693
-15,991
-2% -$680K 1.02% 36
2019
Q4 		$55.6M Buy
1,032,684
+193,280
+23% +$10.1M 1.46% 24
2019
Q3 		$42.3M Sell
839,404
-474,886
-36% -$22.4M 1.37% 30
2019
Q2 		$62.2M Buy
1,314,290
+77,712
+6% +$3.63M 1.99% 16
2019
Q1 		$59.8M Sell
1,236,578
-266,223
-18% -$13.1M 1.89% 21
2018
Q4 		$69.2M Buy
1,502,801
+195,304
+15% +$10M 2.54% 9
2018
Q3 		$68.7M Sell
1,307,497
-555
-0% -$31.7K 2.15% 11
2018
Q2 		$72.5M Sell
1,308,052
-9,733
-0.7% -$521K 2.12% 9
2018
Q1 		$68.5M Sell
1,317,785
-60,658
-4% -$3.6M 1.87% 11
2017
Q4 		$83.6M Sell
1,378,443
-108,031
-7% -$6.1M 2.03% 12
2017
Q3 		$82M Sell
1,486,474
-26,320
-2% -$1.4M 2.08% 15
2017
Q2 		$83.8M Buy
1,512,794
+368,605
+32% +$19.7M 2.4% 12
2017
Q1 		$63.7M Sell
1,144,189
-156,226
-12% -$8.86M 1.79% 14
2016
Q4 		$71.7M Buy
1,300,415
+318,160
+32% +$16M 2.07% 14
2016
Q3 		$43.5M Buy
982,255
+39,235
+4% +$1.88M 1.06% 26
2016
Q2 		$44.6M Buy
943,020
+85,180
+10% +$4.15M 1.06% 26
2016
Q1 		$41.5M Sell
857,840
-4,054
-0.5% -$198K 0.92% 32
2015
Q4 		$46.9M Sell
861,894
-10,436
-1% -$567K 1.03% 34
2015
Q3 		$44.8M Buy
872,330
+130,871
+18% +$7.2M 0.95% 35
2015
Q2 		$41.7M Sell
741,459
-31,265
-4% -$1.74M 0.71% 38
2015
Q1 		$42M Sell
772,724
-32,332
-4% -$1.75M 0.69% 37
2014
Q4 		$44.1M Sell
805,056
-68,799
-8% -$3.64M 0.71% 36
2014
Q3 		$45.3M Sell
873,855
-8,900
-1% -$458K 0.63% 37
2014
Q2 		$46.4M Sell
882,755
-24,800
-3% -$1.25M 0.65% 40
2014
Q1 		$45.1M Sell
907,555
-102,400
-10% -$4.77M 0.66% 40
2013
Q4 		$45.9M Sell
1,009,955
-47,400
-4% -$2.05M 0.64% 40
2013
Q3 		$43.7M Sell
1,057,355
-24,600
-2% -$1.05M 0.64% 43
2013
Q2 		$44.7M Buy
+1,081,955
New +$42.2M 0.68% 41

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

Mondrian Investment Partners's WFC Position: Q1 2026 in Review

Mondrian Investment Partners reduced its Wells Fargo (WFC) stake by 1.8% in Q1 2026, selling an estimated $2M and leaving 1,258,730 shares worth $100M. The position accounts for 1.5% of the portfolio, ranked #28.

Mondrian Investment Partners first reported a position in WFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $190M in Q2 2021. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Mondrian Investment Partners held 1,258,730 shares of Wells Fargo worth $100M as of Q1 2026.
  • Mondrian Investment Partners sold 23,297 Wells Fargo shares in Q1 2026, an estimated $2M.
  • Wells Fargo made up 1.5% of Mondrian Investment Partners's portfolio in Q1 2026, its #28 holding.
  • Mondrian Investment Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 51 quarters since.
  • Mondrian Investment Partners's Wells Fargo position peaked at $190M in Q2 2021.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Mondrian Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.