NS Partners’s Wells Fargo WFC Stock Holding History

NS 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 Q2	$20.8M	Sell	251,373 -11,445	-4%	-$920K	0.89%	38
2026 Q1	$20.9M	Buy	+262,818	New	+$22.6M	0.94%	38
2019 Q3	–	Sell	-4,737	Closed	-$224K	–	90
2019 Q2	$224K	Hold	4,737	–	–	0.02%	91
2019 Q1	$229K	Hold	4,737	–	–	0.02%	105
2018 Q4	$218K	Hold	4,737	–	–	0.02%	88
2018 Q3	$249K	Hold	4,737	–	–	0.02%	91
2018 Q2	$263K	Hold	4,737	–	–	0.03%	95
2018 Q1	$248K	Hold	4,737	–	–	0.03%	96
2017 Q4	$287K	Sell	4,737 -95	-2%	-$5.37K	0.03%	98
2017 Q3	$266K	Sell	4,832 -625	-11%	-$33.2K	0.03%	99
2017 Q2	$302K	Sell	5,457 -134,086	-96%	-$7.18M	0.04%	95
2017 Q1	$7.77M	Buy	139,543 +307	+0.2%	+$17.4K	1.12%	38
2016 Q4	$7.67M	Sell	139,236 -9,745	-7%	-$490K	1.2%	31
2016 Q3	$6.6M	Sell	148,981 -10,917	-7%	-$522K	1.08%	37
2016 Q2	$7.57M	Sell	159,898 -4,470	-3%	-$218K	1.29%	27
2016 Q1	$7.95M	Buy	164,368 +23,460	+17%	+$1.15M	1.43%	19
2015 Q4	$7.66M	Buy	140,908 +16,332	+13%	+$887K	1.37%	21
2015 Q3	$6.4M	Sell	124,576 -2,588	-2%	-$142K	1.12%	31
2015 Q2	$7.15M	Buy	+127,164	New	+$7.09M	1.14%	32

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NS Partners's WFC Position: Q2 2026 in Review

NS Partners reduced its Wells Fargo (WFC) stake by 4.4% in Q2 2026, selling an estimated $920K and leaving 251,373 shares worth $20.8M. The position accounts for 0.89% of the portfolio, ranked #38.

NS Partners first reported a position in WFC in Q2 2015 and has held it in 19 quarters since. The position peaked at $20.9M in Q1 2026. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

NS Partners held 251,373 shares of Wells Fargo worth $20.8M as of Q2 2026.
NS Partners sold 11,445 Wells Fargo shares in Q2 2026, an estimated $920K.
Wells Fargo made up 0.89% of NS Partners's portfolio in Q2 2026, its #38 holding.
NS Partners first reported a position in Wells Fargo in Q2 2015 and has held it in 19 quarters since.
NS Partners's Wells Fargo position peaked at $20.9M in Q1 2026.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on NS Partners's 13F filing for Q2 2026, filed 13 Aug 2026.