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 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 $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

NS Partners's WFC Position: Q1 2026 in Review

NS Partners opened a new position in Wells Fargo (WFC) in Q1 2026: 262,818 shares worth $20.9M. The stake represents 0.94% of the portfolio and ranks #38 among its holdings. This is a return to the name: NS Partners previously reported a position in WFC as recently as Q2 2019.

NS Partners first reported a position in WFC in Q2 2015 and has held it in 18 quarters since. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

NS Partners held 262,818 shares of Wells Fargo worth $20.9M as of Q1 2026.
Wells Fargo was a new NS Partners position in Q1 2026.
Wells Fargo made up 0.94% of NS Partners's portfolio in Q1 2026, its #38 holding.
NS Partners first reported a position in Wells Fargo in Q2 2015 and has held it in 18 quarters since.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on NS Partners's 13F filing for Q1 2026, filed 11 May 2026.