Patten & Patten’s Wells Fargo WFC Stock Holding History

Patten & Patten’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	$714K	Hold	8,966	–	–	0.04%	213
2025 Q4	$836K	Buy	8,966 +1,360	+18%	+$118K	0.05%	202
2025 Q3	$638K	Buy	7,606 +499	+7%	+$40.5K	0.04%	229
2025 Q2	$569K	Sell	7,107 -287	-4%	-$20.7K	0.04%	217
2025 Q1	$531K	Sell	7,394 -57	-0.8%	-$4.28K	0.04%	222
2024 Q4	$523K	Buy	7,451 +262	+4%	+$17.9K	0.03%	216
2024 Q3	$406K	Hold	7,189	–	–	0.03%	236
2024 Q2	$427K	Buy	7,189 +1,000	+16%	+$59K	0.03%	230
2024 Q1	$359K	Buy	6,189 +500	+9%	+$26.2K	0.03%	243
2023 Q4	$280K	Hold	5,689	–	–	0.02%	242
2023 Q3	$232K	Sell	5,689 -25	-0.4%	-$1.08K	0.02%	257
2023 Q2	$244K	Buy	5,714 +25	+0.4%	+$1.01K	0.02%	251
2023 Q1	$213K	Hold	5,689	–	–	0.02%	256
2022 Q4	$235K	Hold	5,689	–	–	0.02%	245
2022 Q3	$229K	Hold	5,689	–	–	0.02%	248
2022 Q2	$223K	Hold	5,689	–	–	0.02%	258
2022 Q1	$276K	Hold	5,689	–	–	0.02%	252
2021 Q4	$273K	Hold	5,689	–	–	0.02%	253
2021 Q3	$264K	Sell	5,689 -593	-9%	-$27.4K	0.02%	250
2021 Q2	$285K	Sell	6,282 -1,411	-18%	-$63K	0.02%	245
2021 Q1	$301K	Buy	7,693 +361	+5%	+$12.8K	0.02%	231
2020 Q4	$221K	Buy	+7,332	New	+$190K	0.02%	243
2020 Q3	–	Sell	-10,707	Closed	-$274K	–	244
2020 Q2	$274K	Buy	10,707 +341	+3%	+$9.33K	0.03%	210
2020 Q1	$298K	Sell	10,366 -47,428	-82%	-$2.02M	0.04%	194
2019 Q4	$3.11M	Sell	57,794 -885	-2%	-$46.4K	0.31%	75
2019 Q3	$2.96M	Sell	58,679 -22,995	-28%	-$1.08M	0.32%	77
2019 Q2	$3.87M	Sell	81,674 -8,440	-9%	-$395K	0.42%	61
2019 Q1	$4.35M	Sell	90,114 -4,565	-5%	-$225K	0.48%	59
2018 Q4	$4.36M	Sell	94,679 -4,190	-4%	-$215K	0.54%	58
2018 Q3	$5.2M	Sell	98,869 -8,457	-8%	-$483K	0.51%	58
2018 Q2	$5.95M	Sell	107,326 -15,121	-12%	-$810K	0.61%	52
2018 Q1	$6.42M	Sell	122,447 -2,160	-2%	-$128K	0.66%	47
2017 Q4	$7.56M	Sell	124,607 -3,573	-3%	-$202K	0.76%	42
2017 Q3	$7.07M	Sell	128,180 -9,419	-7%	-$501K	0.74%	41
2017 Q2	$7.62M	Sell	137,599 -5,185	-4%	-$278K	0.84%	40
2017 Q1	$7.95M	Sell	142,784 -50,864	-26%	-$2.89M	0.92%	32
2016 Q4	$10.7M	Sell	193,648 -22,974	-11%	-$1.16M	1.31%	21
2016 Q3	$9.59M	Sell	216,622 -1,087	-0.5%	-$52K	1.24%	23
2016 Q2	$10.3M	Buy	217,709 +8,896	+4%	+$434K	1.43%	14
2016 Q1	$10.1M	Buy	208,813 +8,432	+4%	+$413K	1.44%	16
2015 Q4	$10.9M	Sell	200,381 -7,075	-3%	-$384K	1.51%	14
2015 Q3	$10.7M	Buy	207,456 +26,844	+15%	+$1.48M	1.63%	13
2015 Q2	$10.2M	Sell	180,612 -531	-0.3%	-$29.6K	1.47%	13
2015 Q1	$9.85M	Buy	181,143 +4,840	+3%	+$262K	1.42%	15
2014 Q4	$9.66M	Buy	176,303 +2,479	+1%	+$131K	1.46%	16
2014 Q3	$9.02M	Buy	173,824 +7,007	+4%	+$360K	1.43%	18
2014 Q2	$8.77M	Sell	166,817 -2,140	-1%	-$108K	1.43%	17
2014 Q1	$8.4M	Buy	168,957 +9,334	+6%	+$435K	1.14%	29
2013 Q4	$7.25M	Buy	159,623 +6,614	+4%	+$286K	1.01%	35
2013 Q3	$6.32M	Buy	153,009 +29,045	+23%	+$1.24M	0.98%	34
2013 Q2	$5.12M	Buy	+123,964	New	+$4.83M	0.84%	42

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

Patten & Patten's WFC Position: Q1 2026 in Review

Patten & Patten held its Wells Fargo (WFC) position steady in Q1 2026 at 8,966 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #213.

Patten & Patten first reported a position in WFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $10.9M in Q4 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Patten & Patten held 8,966 shares of Wells Fargo worth $714K as of Q1 2026.
Patten & Patten left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.04% of Patten & Patten's portfolio in Q1 2026, its #213 holding.
Patten & Patten first reported a position in Wells Fargo in Q2 2013 and has held it in 51 quarters since.
Patten & Patten's Wells Fargo position peaked at $10.9M in Q4 2015.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.