Perpetual Ltd’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
Q2 | $3.03M | Buy |
36,649
+20,993
| +134% | +$1.69M | 0.04% | 147 |
|
|
2026
Q1 | $1.25M | Buy |
15,656
+2,784
| +22% | +$239K | 0.02% | 195 |
|
|
2025
Q4 | $1.2M | Buy |
12,872
+3,547
| +38% | +$308K | 0.02% | 217 |
|
|
2025
Q3 | $782K | Buy |
9,325
+712
| +8% | +$57.7K | 0.01% | 282 |
|
|
2025
Q2 | $690K | Sell |
8,613
-2,902
| -25% | -$209K | 0.01% | 286 |
|
|
2025
Q1 | $827K | Hold |
11,515
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $809K | Sell |
11,515
-357,676
| -97% | -$24.4M | 0.01% | 271 |
|
|
2024
Q3 | $20.9M | Sell |
369,191
-294,539
| -44% | -$16.7M | 0.23% | 83 |
|
|
2024
Q2 | $39.4M | Buy |
663,730
+6,769
| +1% | +$400K | 0.43% | 63 |
|
|
2024
Q1 | $38.1M | Buy |
656,961
+14,302
| +2% | +$748K | 0.37% | 66 |
|
|
2023
Q4 | $31.6M | Sell |
642,659
-519,521
| -45% | -$22.4M | 0.33% | 63 |
|
|
2023
Q3 | $47.5M | Buy |
1,162,180
+70,484
| +6% | +$3.04M | 0.49% | 55 |
|
|
2023
Q2 | $46.6M | Buy |
1,091,696
+9,144
| +0.8% | +$368K | 0.4% | 65 |
|
|
2023
Q1 | $40.5M | Buy |
+1,082,552
| New | +$47.2M | 0.35% | 72 |
|
|
2020
Q3 | $9.35M | Buy |
397,471
+233,425
| +142% | +$5.75M | 0.67% | 37 |
|
|
2020
Q2 | $4.2M | Buy |
164,046
+66,114
| +68% | +$1.81M | 0.39% | 75 |
|
|
2020
Q1 | $2.81M | Buy |
97,932
+72,275
| +282% | +$3.07M | 0.4% | 102 |
|
|
2019
Q4 | $1.38M | Hold |
25,657
| – | – | 0.2% | 63 |
|
|
2019
Q3 | $1.29M | Sell |
25,657
-391,676
| -94% | -$18.5M | 0.2% | 66 |
|
|
2019
Q2 | $19.7M | Buy |
417,333
+111,996
| +37% | +$5.24M | 3.14% | 8 |
|
|
2019
Q1 | $14.8M | Sell |
305,337
-22,458
| -7% | -$1.1M | 2.13% | 14 |
|
|
2018
Q4 | $15M | Sell |
327,795
-148,746
| -31% | -$7.62M | 2.25% | 11 |
|
|
2018
Q3 | $25M | Sell |
476,541
-837,676
| -64% | -$47.8M | 3.37% | 6 |
|
|
2018
Q2 | $73M | Sell |
1,314,217
-177,708
| -12% | -$9.52M | 8.88% | 1 |
|
|
2018
Q1 | $78.2M | Buy |
1,491,925
+548,286
| +58% | +$32.6M | 10.65% | 1 |
|
|
2017
Q4 | $57.5M | Sell |
943,639
-186,100
| -16% | -$10.5M | 7.44% | 1 |
|
|
2017
Q3 | $62.8M | Sell |
1,129,739
-111,359
| -9% | -$5.92M | 8.76% | 1 |
|
|
2017
Q2 | $68.8M | Buy |
1,241,098
+254,195
| +26% | +$13.6M | 5.38% | 1 |
|
|
2017
Q1 | $54.4M | Buy |
+986,903
| New | +$56M | 5.4% | 2 |
|
|
2016
Q4 | – | Sell |
-678,707
| Closed | -$30.1M | – | 233 |
|
|
2016
Q3 | $30.1M | Buy |
678,707
+206,078
| +44% | +$9.86M | 2.46% | 8 |
|
|
2016
Q2 | $22.4M | Buy |
472,629
+74,044
| +19% | +$3.61M | 2.22% | 9 |
|
|
2016
Q1 | $19.3M | Sell |
398,585
-74,346
| -16% | -$3.64M | 1.95% | 10 |
|
|
2015
Q4 | $25.7M | Buy |
472,931
+89,458
| +23% | +$4.86M | 2.87% | 5 |
|
|
2015
Q3 | $19.7M | Sell |
383,473
-54,454
| -12% | -$2.99M | 2.34% | 11 |
|
|
2015
Q2 | $24.6M | Sell |
437,927
-3,700
| -0.8% | -$206K | 2.83% | 8 |
|
|
2015
Q1 | $24M | Buy |
441,627
+147,700
| +50% | +$7.98M | 2.71% | 8 |
|
|
2014
Q4 | $16.1M | Sell |
293,927
-10,776
| -4% | -$570K | 1.9% | 8 |
|
|
2014
Q3 | $15.8M | Buy |
304,703
+24,080
| +9% | +$1.24M | 1.71% | 6 |
|
|
2014
Q2 | $14.8M | Sell |
280,623
-132,958
| -32% | -$6.68M | 1.3% | 10 |
|
|
2014
Q1 | $20.6M | Buy |
413,581
+54,146
| +15% | +$2.52M | 3.02% | 3 |
|
|
2013
Q4 | $16.3M | Sell |
359,435
-600
| -0.2% | -$25.9K | 2.15% | 11 |
|
|
2013
Q3 | $14.9M | Sell |
360,035
-20,000
| -5% | -$854K | 2.09% | 7 |
|
|
2013
Q2 | $15.7M | Buy |
+380,035
| New | +$14.8M | 2.36% | 5 |
|
Other funds holding WFC
CF
DJC
BPC
FWCM
Perpetual Ltd's WFC Position: Q2 2026 in Review
Perpetual Ltd increased its Wells Fargo (WFC) stake by 134% in Q2 2026, buying an estimated $1.69M and bringing the position to 36,649 shares worth $3.03M. The position accounts for 0.04% of the portfolio, ranked #147.
Perpetual Ltd first reported a position in WFC in Q2 2013 and has held it in 43 quarters since. The position peaked at $78.2M in Q1 2018. 1,006 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Perpetual Ltd held 36,649 shares of Wells Fargo worth $3.03M as of Q2 2026.
- Perpetual Ltd bought 20,993 Wells Fargo shares in Q2 2026, an estimated $1.69M.
- Wells Fargo made up 0.04% of Perpetual Ltd's portfolio in Q2 2026, its #147 holding.
- Perpetual Ltd first reported a position in Wells Fargo in Q2 2013 and has held it in 43 quarters since.
- Perpetual Ltd's Wells Fargo position peaked at $78.2M in Q1 2018.
- 1,006 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.