Oppenheimer & Co’s Wells Fargo WFC Stock Holding History

Oppenheimer & Co’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	$5.02M	Buy	63,054 +1,013	+2%	+$87K	0.06%	335
2025 Q4	$5.78M	Buy	62,041 +6,906	+13%	+$600K	0.08%	273
2025 Q3	$4.62M	Sell	55,135 -8,921	-14%	-$723K	0.06%	361
2025 Q2	$5.13M	Sell	64,056 -2,710	-4%	-$195K	0.07%	313
2025 Q1	$4.79M	Buy	66,766 +22,759	+52%	+$1.71M	0.07%	300
2024 Q4	$3.09M	Buy	44,007 +5,717	+15%	+$390K	0.05%	418
2024 Q3	$2.16M	Sell	38,290 -2,037	-5%	-$115K	0.03%	530
2024 Q2	$2.4M	Sell	40,327 -12,307	-23%	-$727K	0.04%	468
2024 Q1	$3.05M	Buy	52,634 +12,268	+30%	+$642K	0.05%	397
2023 Q4	$1.99M	Sell	40,366 -1,658	-4%	-$71.5K	0.04%	496
2023 Q3	$1.72M	Sell	42,024 -4,191	-9%	-$181K	0.04%	509
2023 Q2	$1.97M	Sell	46,215 -3,007	-6%	-$121K	0.04%	477
2023 Q1	$1.84M	Sell	49,222 -18,041	-27%	-$786K	0.04%	469
2022 Q4	$2.78M	Sell	67,263 -250,565	-79%	-$11.1M	0.06%	347
2022 Q3	$12.8M	Sell	317,828 -7,357	-2%	-$316K	0.3%	64
2022 Q2	$12.7M	Sell	325,185 -6,789	-2%	-$298K	0.27%	71
2022 Q1	$16.1M	Buy	331,974 +5,663	+2%	+$303K	0.29%	68
2021 Q4	$15.7M	Buy	326,311 +13,246	+4%	+$652K	0.27%	71
2021 Q3	$14.5M	Sell	313,065 -36,668	-10%	-$1.7M	0.27%	74
2021 Q2	$15.8M	Buy	349,733 +8,551	+3%	+$382K	0.28%	72
2021 Q1	$13.3M	Buy	341,182 +199,244	+140%	+$7.05M	0.27%	78
2020 Q4	$4.28M	Buy	141,938 +4,797	+3%	+$124K	0.09%	257
2020 Q3	$3.22M	Sell	137,141 -42,221	-24%	-$1.04M	0.08%	279
2020 Q2	$4.59M	Buy	179,362 +13,173	+8%	+$360K	0.12%	188
2020 Q1	$4.77M	Buy	166,189 +21,048	+15%	+$895K	0.14%	150
2019 Q4	$7.81M	Buy	145,141 +20,920	+17%	+$1.1M	0.19%	112
2019 Q3	$6.27M	Buy	124,221 +3,628	+3%	+$171K	0.17%	134
2019 Q2	$5.71M	Buy	120,593 +803	+0.7%	+$37.6K	0.16%	147
2019 Q1	$5.79M	Sell	119,790 -12,880	-10%	-$633K	0.15%	140
2018 Q4	$6.11M	Sell	132,670 -6,101	-4%	-$312K	0.19%	112
2018 Q3	$7.29M	Buy	138,771 +6,496	+5%	+$371K	0.19%	115
2018 Q2	$7.33M	Sell	132,275 -13,252	-9%	-$710K	0.2%	112
2018 Q1	$7.63M	Sell	145,527 -4,095	-3%	-$243K	0.2%	120
2017 Q4	$9.08M	Sell	149,622 -9,222	-6%	-$521K	0.23%	94
2017 Q3	$8.76M	Sell	158,844 -10,860	-6%	-$577K	0.23%	96
2017 Q2	$9.4M	Sell	169,704 -30,348	-15%	-$1.63M	0.26%	87
2017 Q1	$11.1M	Sell	200,052 -47,277	-19%	-$2.68M	0.32%	71
2016 Q4	$13.6M	Sell	247,329 -12,503	-5%	-$629K	0.4%	56
2016 Q3	$11.5M	Sell	259,832 -60,423	-19%	-$2.89M	0.34%	68
2016 Q2	$15.2M	Buy	320,255 +87,356	+38%	+$4.26M	0.45%	44
2016 Q1	$11.3M	Buy	232,899 +20,918	+10%	+$1.02M	0.34%	69
2015 Q4	$11.5M	Buy	211,981 +3,065	+1%	+$166K	0.34%	68
2015 Q3	$10.7M	Buy	208,916 +8,149	+4%	+$448K	0.33%	68
2015 Q2	$11.3M	Buy	200,767 +13,352	+7%	+$744K	0.31%	63
2015 Q1	$10.2M	Buy	187,415 +19,018	+11%	+$1.03M	0.28%	80
2014 Q4	$9.23M	Sell	168,397 -916	-0.5%	-$48.5K	0.27%	90
2014 Q3	$8.78M	Buy	169,313 +5,226	+3%	+$269K	0.26%	90
2014 Q2	$8.62M	Sell	164,087 -16,144	-9%	-$812K	0.26%	89
2014 Q1	$8.96M	Sell	180,231 -4,465	-2%	-$208K	0.27%	79
2013 Q4	$8.38M	Sell	184,696 -41,811	-18%	-$1.81M	0.27%	86
2013 Q3	$9.36M	Buy	226,507 +10,800	+5%	+$461K	0.33%	63
2013 Q2	$8.9M	Buy	+215,707	New	+$8.41M	0.34%	63

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

Oppenheimer & Co's WFC Position: Q1 2026 in Review

Oppenheimer & Co increased its Wells Fargo (WFC) stake by 1.6% in Q1 2026, buying an estimated $87K and bringing the position to 63,054 shares worth $5.02M. The position accounts for 0.06% of the portfolio, ranked #335.

Oppenheimer & Co first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.1M in Q1 2022. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Oppenheimer & Co held 63,054 shares of Wells Fargo worth $5.02M as of Q1 2026.
Oppenheimer & Co bought 1,013 Wells Fargo shares in Q1 2026, an estimated $87K.
Wells Fargo made up 0.06% of Oppenheimer & Co's portfolio in Q1 2026, its #335 holding.
Oppenheimer & Co first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
Oppenheimer & Co's Wells Fargo position peaked at $16.1M in Q1 2022.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.