Osaic Holdings’s Wells Fargo WFC Stock Holding History

Osaic Holdings’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	$21.1K	Buy	+10	New	+$859	﹤0.01%	5818
2021 Q4	–	Sell	-5	Closed	-$8K	–	7593
2021 Q3	$8K	Sell	5 -5	-50%	-$231	﹤0.01%	6342
2021 Q2	$16K	Hold	10	–	–	﹤0.01%	5802
2021 Q1	$11K	Sell	10 -250	-96%	-$8.85K	﹤0.01%	5837
2020 Q4	$84K	Buy	260 +195	+300%	+$5.05K	﹤0.01%	4179
2020 Q3	$11K	Sell	65 -415	-86%	-$10.2K	﹤0.01%	5234
2020 Q2	$24K	Buy	480 +450	+1,500%	+$12.3K	﹤0.01%	4697
2020 Q1	$6K	Buy	+30	New	+$1.27K	﹤0.01%	5285

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

Osaic Holdings's WFC Position: Q1 2026 in Review

Osaic Holdings increased its Wells Fargo (WFC) stake by 14% in Q1 2026, buying an estimated $5.98M and bringing the position to 584,396 shares worth $46.5M. The position accounts for 0.07% of the portfolio, ranked #301.

Osaic Holdings first reported a position in WFC in Q1 2020 and has held it in 25 quarters since. The position peaked at $53.5M in Q3 2023. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Osaic Holdings held 584,396 shares of Wells Fargo worth $46.5M as of Q1 2026.
Osaic Holdings bought 69,637 Wells Fargo shares in Q1 2026, an estimated $5.98M.
Wells Fargo made up 0.07% of Osaic Holdings's portfolio in Q1 2026, its #301 holding.
Osaic Holdings first reported a position in Wells Fargo in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's Wells Fargo position peaked at $53.5M in Q3 2023.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.