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Novare Capital Management’s Wells Fargo WFC Stock Holding History

Novare Capital 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
2026
Q1 		$688K Buy
8,644
+2,170
+34% +$186K 0.05% 122
2025
Q4 		$603K Buy
6,474
+294
+5% +$25.5K 0.05% 132
2025
Q3 		$518K Buy
6,180
+391
+7% +$31.7K 0.04% 135
2025
Q2 		$464K Buy
5,789
+1,457
+34% +$105K 0.04% 142
2025
Q1 		$311K Buy
4,332
+933
+27% +$70K 0.03% 159
2024
Q4 		$239K Sell
3,399
-261
-7% -$17.8K 0.02% 176
2024
Q3 		$207K Buy
3,660
+11
+0.3% +$622 0.02% 188
2024
Q2 		$217K Buy
+3,649
New +$215K 0.02% 175
2023
Q2 		– Sell
-5,623
Closed -$210K – 177
2023
Q1 		$210K Sell
5,623
-236
-4% -$10.3K 0.02% 166
2022
Q4 		$242K Sell
5,859
-3,200
-35% -$142K 0.03% 161
2022
Q3 		$364K Sell
9,059
-9,566
-51% -$411K 0.05% 127
2022
Q2 		$730K Buy
18,625
+875
+5% +$38.4K 0.09% 105
2022
Q1 		$860K Buy
17,750
+11,955
+206% +$640K 0.09% 105
2021
Q4 		$278K Buy
+5,795
New +$285K 0.03% 144
2020
Q1 		– Sell
-3,826
Closed -$206K – 144
2019
Q4 		$206K Buy
+3,826
New +$200K 0.03% 142
2018
Q1 		– Sell
-5,753
Closed -$349K – 161
2017
Q4 		$349K Sell
5,753
-5,429
-49% -$307K 0.06% 126
2017
Q3 		$617K Sell
11,182
-83,964
-88% -$4.46M 0.11% 117
2017
Q2 		$5.27M Buy
95,146
+2,687
+3% +$144K 1.19% 39
2017
Q1 		$5.15M Buy
92,459
+2,952
+3% +$167K 1.19% 36
2016
Q4 		$4.93M Sell
89,507
-3,208
-3% -$161K 1.21% 34
2016
Q3 		$4.11M Buy
92,715
+2,807
+3% +$134K 1.07% 45
2016
Q2 		$4.25M Buy
89,908
+3,985
+5% +$194K 1.15% 37
2016
Q1 		$4.16M Buy
85,923
+15,335
+22% +$751K 1.17% 38
2015
Q4 		$3.84M Buy
70,588
+64,980
+1,159% +$3.53M 1.05% 41
2015
Q3 		$288K Buy
5,608
+2,013
+56% +$111K 0.08% 107
2015
Q2 		$202K Buy
+3,595
New +$200K 0.05% 107

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

Novare Capital Management's WFC Position: Q1 2026 in Review

Novare Capital Management increased its Wells Fargo (WFC) stake by 34% in Q1 2026, buying an estimated $186K and bringing the position to 8,644 shares worth $688K. The position accounts for 0.05% of the portfolio, ranked #122.

Novare Capital Management first reported a position in WFC in Q2 2015 and has held it in 26 quarters since. The position peaked at $5.27M in Q2 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Novare Capital Management held 8,644 shares of Wells Fargo worth $688K as of Q1 2026.
  • Novare Capital Management bought 2,170 Wells Fargo shares in Q1 2026, an estimated $186K.
  • Wells Fargo made up 0.05% of Novare Capital Management's portfolio in Q1 2026, its #122 holding.
  • Novare Capital Management first reported a position in Wells Fargo in Q2 2015 and has held it in 26 quarters since.
  • Novare Capital Management's Wells Fargo position peaked at $5.27M in Q2 2017.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.