Osborne Partners Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.33M | Buy |
16,738
+26
| +0.2% | +$2.23K | 0.07% | 133 |
|
|
2025
Q4 | $1.56M | Sell |
16,712
-99
| -0.6% | -$8.6K | 0.08% | 129 |
|
|
2025
Q3 | $1.41M | Buy |
16,811
+6,650
| +65% | +$539K | 0.07% | 139 |
|
|
2025
Q2 | $814K | Hold |
10,161
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $729K | Sell |
10,161
-240
| -2% | -$18K | 0.04% | 153 |
|
|
2024
Q4 | $731K | Sell |
10,401
-100
| -1% | -$6.83K | 0.04% | 153 |
|
|
2024
Q3 | $593K | Hold |
10,501
| – | – | 0.03% | 155 |
|
|
2024
Q2 | $624K | Hold |
10,501
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $609K | Hold |
10,501
| – | – | 0.04% | 149 |
|
|
2023
Q4 | $517K | Sell |
10,501
-454
| -4% | -$19.6K | 0.03% | 157 |
|
|
2023
Q3 | $448K | Sell |
10,955
-1,694
| -13% | -$73.1K | 0.03% | 153 |
|
|
2023
Q2 | $540K | Sell |
12,649
-546
| -4% | -$22K | 0.04% | 151 |
|
|
2023
Q1 | $493K | Buy |
13,195
+546
| +4% | +$23.8K | 0.04% | 155 |
|
|
2022
Q4 | $522K | Sell |
12,649
-27,102
| -68% | -$1.2M | 0.04% | 150 |
|
|
2022
Q3 | $1.6M | Buy |
39,751
+2,556
| +7% | +$110K | 0.13% | 122 |
|
|
2022
Q2 | $1.46M | Buy |
37,195
+24,944
| +204% | +$1.09M | 0.11% | 125 |
|
|
2022
Q1 | $594K | Sell |
12,251
-609
| -5% | -$32.6K | 0.04% | 138 |
|
|
2021
Q4 | $617K | Buy |
12,860
+460
| +4% | +$22.6K | 0.05% | 140 |
|
|
2021
Q3 | $575K | Sell |
12,400
-325
| -3% | -$15K | 0.05% | 138 |
|
|
2021
Q2 | $576K | Buy |
12,725
+400
| +3% | +$17.9K | 0.05% | 144 |
|
|
2021
Q1 | $482K | Sell |
12,325
-39,240
| -76% | -$1.39M | 0.04% | 147 |
|
|
2020
Q4 | $1.56M | Buy |
51,565
+18,000
| +54% | +$466K | 0.19% | 103 |
|
|
2020
Q3 | $789K | Sell |
33,565
-1,576
| -4% | -$38.8K | 0.16% | 95 |
|
|
2020
Q2 | $900K | Sell |
35,141
-294
| -0.8% | -$8.04K | 0.19% | 91 |
|
|
2020
Q1 | $1.02M | Buy |
35,435
+401
| +1% | +$17K | 0.26% | 78 |
|
|
2019
Q4 | $1.89M | Sell |
35,034
-16,752
| -32% | -$877K | 0.38% | 70 |
|
|
2019
Q3 | $2.61M | Sell |
51,786
-149,016
| -74% | -$7.02M | 0.52% | 64 |
|
|
2019
Q2 | $9.5M | Sell |
200,802
-30,664
| -13% | -$1.43M | 1.82% | 14 |
|
|
2019
Q1 | $11.2M | Buy |
231,466
+27,247
| +13% | +$1.34M | 2.18% | 8 |
|
|
2018
Q4 | $9.41M | Sell |
204,219
-31,382
| -13% | -$1.61M | 1.41% | 16 |
|
|
2018
Q3 | $12.4M | Buy |
235,601
+1,312
| +0.6% | +$74.9K | 1.58% | 12 |
|
|
2018
Q2 | $13M | Sell |
234,289
-3,375
| -1% | -$181K | 1.77% | 10 |
|
|
2018
Q1 | $12.5M | Sell |
237,664
-3,939
| -2% | -$234K | 1.72% | 11 |
|
|
2017
Q4 | $14.7M | Sell |
241,603
-3,096
| -1% | -$175K | 1.94% | 8 |
|
|
2017
Q3 | $13.5M | Sell |
244,699
-108,994
| -31% | -$5.79M | 1.85% | 9 |
|
|
2017
Q2 | $19.6M | Buy |
353,693
+3,832
| +1% | +$205K | 2.79% | 4 |
|
|
2017
Q1 | $19.5M | Sell |
349,861
-4,887
| -1% | -$277K | 2.79% | 5 |
|
|
2016
Q4 | $19.6M | Sell |
354,748
-154,523
| -30% | -$7.77M | 2.86% | 4 |
|
|
2016
Q3 | $22.6M | Sell |
509,271
-16,033
| -3% | -$767K | 3.38% | 2 |
|
|
2016
Q2 | $24.9M | Sell |
525,304
-1,340
| -0.3% | -$65.3K | 3.71% | 2 |
|
|
2016
Q1 | $25.5M | Buy |
526,644
+10,450
| +2% | +$512K | 3.74% | 2 |
|
|
2015
Q4 | $28.1M | Buy |
516,194
+664
| +0.1% | +$36.1K | 4.08% | 1 |
|
|
2015
Q3 | $26.5M | Buy |
515,530
+604
| +0.1% | +$33.2K | 3.89% | 1 |
|
|
2015
Q2 | $29M | Sell |
514,926
-2,933
| -0.6% | -$164K | 3.88% | 1 |
|
|
2015
Q1 | $28.2M | Sell |
517,859
-41,618
| -7% | -$2.25M | 3.7% | 1 |
|
|
2014
Q4 | $30.7M | Buy |
559,477
+3,027
| +0.5% | +$160K | 3.71% | 1 |
|
|
2014
Q3 | $28.9M | Buy |
556,450
+1,449
| +0.3% | +$74.5K | 3.73% | 1 |
|
|
2014
Q2 | $29.2M | Sell |
555,001
-7,582
| -1% | -$381K | 3.75% | 1 |
|
|
2014
Q1 | $28M | Buy |
562,583
+2,743
| +0.5% | +$128K | 3.66% | 1 |
|
|
2013
Q4 | $25.4M | Buy |
559,840
+2,375
| +0.4% | +$103K | 3.31% | 1 |
|
|
2013
Q3 | $23M | Buy |
557,465
+21,521
| +4% | +$919K | 3.21% | 2 |
|
|
2013
Q2 | $22.1M | Buy |
+535,944
| New | +$20.9M | 3.17% | 2 |
|
Other funds holding WFC
VCM
VPM
Osborne Partners Capital Management's WFC Position: Q1 2026 in Review
Osborne Partners Capital Management increased its Wells Fargo (WFC) stake by 0.16% in Q1 2026, buying an estimated $2.23K and bringing the position to 16,738 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #133.
Osborne Partners Capital Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.7M in Q4 2014. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Osborne Partners Capital Management held 16,738 shares of Wells Fargo worth $1.33M as of Q1 2026.
- Osborne Partners Capital Management bought 26 Wells Fargo shares in Q1 2026, an estimated $2.23K.
- Wells Fargo made up 0.07% of Osborne Partners Capital Management's portfolio in Q1 2026, its #133 holding.
- Osborne Partners Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Osborne Partners Capital Management's Wells Fargo position peaked at $30.7M in Q4 2014.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.