National Bank of Canada’s Wells Fargo WFC Stock Holding History

National Bank of Canada’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	$180M	Buy	2,261,212 +670,721	+42%	+$57.6M	0.16%	111
2025 Q4	$148M	Buy	1,590,491 +4,771	+0.3%	+$414K	0.13%	136
2025 Q3	$133M	Sell	1,585,720 -948,186	-37%	-$76.9M	0.13%	136
2025 Q2	$203M	Sell	2,533,906 -2,042,299	-45%	-$147M	0.19%	102
2025 Q1	$329M	Buy	4,576,205 +2,620,753	+134%	+$197M	0.34%	55
2024 Q4	$137M	Sell	1,955,452 -117,496	-6%	-$8.02M	0.15%	133
2024 Q3	$117M	Sell	2,072,948 -1,152,105	-36%	-$65.2M	0.13%	146
2024 Q2	$195M	Buy	3,225,053 +1,337,431	+71%	+$79M	0.27%	70
2024 Q1	$117M	Buy	1,887,622 +401,469	+27%	+$21M	0.18%	105
2023 Q4	$73.3M	Sell	1,486,153 -2,738,527	-65%	-$118M	0.12%	164
2023 Q3	$167M	Buy	4,224,680 +950,097	+29%	+$41M	0.25%	96
2023 Q2	$142M	Buy	3,274,583 +995,067	+44%	+$40.1M	0.26%	85
2023 Q1	$85.2M	Sell	2,279,516 -15,906	-0.7%	-$693K	0.21%	99
2022 Q4	$94.8M	Buy	2,295,422 +1,492,057	+186%	+$66M	0.24%	82
2022 Q3	$32.3M	Sell	803,365 -23,914	-3%	-$1.03M	0.17%	121
2022 Q2	$32.4M	Sell	827,279 -560,522	-40%	-$24.6M	0.15%	151
2022 Q1	$67.3M	Sell	1,387,801 -746,968	-35%	-$40M	0.2%	111
2021 Q4	$102M	Buy	+2,134,769	New	+$105M	0.35%	59

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

National Bank of Canada's WFC Position: Q1 2026 in Review

National Bank of Canada increased its Wells Fargo (WFC) stake by 42% in Q1 2026, buying an estimated $57.6M and bringing the position to 2,261,212 shares worth $180M. The position accounts for 0.16% of the portfolio, ranked #111.

National Bank of Canada first reported a position in WFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $329M in Q1 2025. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

National Bank of Canada held 2,261,212 shares of Wells Fargo worth $180M as of Q1 2026.
National Bank of Canada bought 670,721 Wells Fargo shares in Q1 2026, an estimated $57.6M.
Wells Fargo made up 0.16% of National Bank of Canada's portfolio in Q1 2026, its #111 holding.
National Bank of Canada first reported a position in Wells Fargo in Q4 2021 and has held it in 18 quarters since.
National Bank of Canada's Wells Fargo position peaked at $329M in Q1 2025.
2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.