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One Capital Management’s Wells Fargo WFC Stock Holding History

One 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 		$1.88M Buy
23,601
+814
+4% +$69.9K 0.05% 228
2025
Q4 		$2.12M Sell
22,787
-767
-3% -$66.6K 0.06% 190
2025
Q3 		$1.97M Buy
23,554
+828
+4% +$67.1K 0.06% 166
2025
Q2 		$1.82M Sell
22,726
-1,078
-5% -$77.7K 0.06% 163
2025
Q1 		$1.71M Buy
23,804
+1,328
+6% +$99.7K 0.06% 180
2024
Q4 		$1.58M Hold
22,476
– – 0.05% 176
2024
Q3 		$1.27M Buy
22,476
+2,615
+13% +$148K 0.04% 196
2024
Q2 		$1.18M Sell
19,861
-2,517
-11% -$149K 0.04% 204
2024
Q1 		$1.3M Sell
22,378
-13,890
-38% -$727K 0.05% 168
2023
Q4 		$1.79M Buy
36,268
+228
+0.6% +$9.84K 0.07% 148
2023
Q3 		$1.47M Sell
36,040
-357
-1% -$15.4K 0.07% 150
2023
Q2 		$1.55M Sell
36,397
-1,278
-3% -$51.4K 0.07% 151
2023
Q1 		$1.41M Buy
37,675
+1,020
+3% +$44.5K 0.07% 163
2022
Q4 		$1.51M Sell
36,655
-1,835
-5% -$81.2K 0.08% 153
2022
Q3 		$1.55M Sell
38,490
-1,087
-3% -$46.7K 0.09% 148
2022
Q2 		$1.55M Hold
39,577
– – 0.09% 149
2022
Q1 		$1.92M Sell
39,577
-70
-0.2% -$3.75K 0.1% 137
2021
Q4 		$1.9M Sell
39,647
-783
-2% -$38.5K 0.14% 104
2021
Q3 		$1.88M Sell
40,430
-149
-0.4% -$6.9K 0.16% 105
2021
Q2 		$1.84M Buy
40,579
+2,176
+6% +$97.2K 0.16% 103
2021
Q1 		$1.5M Buy
38,403
+245
+0.6% +$8.67K 0.17% 95
2020
Q4 		$1.15M Buy
+38,158
New +$988K 0.14% 104
2020
Q2 		– Sell
-7,739
Closed -$222K – 192
2020
Q1 		$222K Sell
7,739
-1,037
-12% -$44.1K 0.04% 177
2019
Q4 		$472K Buy
8,776
+910
+12% +$47.7K 0.07% 120
2019
Q3 		$397K Sell
7,866
-1,597
-17% -$75.2K 0.07% 127
2019
Q2 		$448K Sell
9,463
-2,827
-23% -$132K 0.08% 125
2019
Q1 		$594K Sell
12,290
-15
-0.1% -$738 0.11% 113
2018
Q4 		$567K Buy
12,305
+368
+3% +$18.8K 0.12% 114
2018
Q3 		$627K Sell
11,937
-154
-1% -$8.79K 0.11% 103
2018
Q2 		$670K Sell
12,091
-4,280
-26% -$229K 0.13% 101
2018
Q1 		$858K Sell
16,371
-1,463
-8% -$86.9K 0.17% 97
2017
Q4 		$1.08M Buy
17,834
+2,921
+20% +$165K 0.22% 91
2017
Q3 		$822K Sell
14,913
-40,960
-73% -$2.18M 0.17% 97
2017
Q2 		$3.1M Buy
55,873
+1,385
+3% +$74.2K 0.91% 28
2017
Q1 		$3.03M Sell
54,488
-1,326
-2% -$75.2K 0.94% 27
2016
Q4 		$3.08M Buy
55,814
+733
+1% +$36.9K 0.98% 28
2016
Q3 		$2.44M Buy
55,081
+833
+2% +$39.9K 0.8% 40
2016
Q2 		$2.57M Buy
54,248
+4,853
+10% +$237K 0.9% 31
2016
Q1 		$2.39K Sell
49,395
-46,068
-48% -$2.26M 0.09% 35
2015
Q4 		$5.26M Buy
95,463
+44,865
+89% +$2.44M 1.78% 14
2015
Q3 		$2.6M Buy
50,598
+5,150
+11% +$283K 0.94% 25
2015
Q2 		$2.56M Sell
45,448
-45,319
-50% -$2.53M 0.73% 37
2015
Q1 		$4.94M Buy
90,767
+48,981
+117% +$2.65M 1.48% 18
2014
Q4 		$2.29M Sell
41,786
-46,800
-53% -$2.48M 0.86% 34
2014
Q3 		$4.59M Sell
88,586
-1,357
-2% -$69.8K 1.65% 17
2014
Q2 		$4.73M Sell
89,943
-107
-0.1% -$5.38K 1.91% 15
2014
Q1 		$4.48M Buy
+90,050
New +$4.19M 1.7% 18

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

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

One Capital Management increased its Wells Fargo (WFC) stake by 3.6% in Q1 2026, buying an estimated $69.9K and bringing the position to 23,601 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #228.

One Capital Management first reported a position in WFC in Q1 2014 and has held it in 47 quarters since. The position peaked at $5.26M in Q4 2015. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • One Capital Management held 23,601 shares of Wells Fargo worth $1.88M as of Q1 2026.
  • One Capital Management bought 814 Wells Fargo shares in Q1 2026, an estimated $69.9K.
  • Wells Fargo made up 0.05% of One Capital Management's portfolio in Q1 2026, its #228 holding.
  • One Capital Management first reported a position in Wells Fargo in Q1 2014 and has held it in 47 quarters since.
  • One Capital Management's Wells Fargo position peaked at $5.26M in Q4 2015.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.