Picton Mahoney Asset Management’s Wells Fargo WFC Stock Holding History

Picton Mahoney Asset Management’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	$3.75M	Sell	47,115 -6,334	-12%	-$544K	0.03%	401
2025 Q4	$4.98M	Sell	53,449 -2,966	-5%	-$257K	0.04%	331
2025 Q3	$4.73M	Sell	56,415 -321,234	-85%	-$26M	0.04%	294
2025 Q2	$30.3M	Buy	377,649 +17,824	+5%	+$1.29M	0.31%	64
2025 Q1	$25.8M	Buy	359,825 +288,566	+405%	+$21.7M	0.44%	31
2024 Q4	$5M	Sell	71,259 -1,521	-2%	-$104K	0.1%	183
2024 Q3	$4.11M	Sell	72,780 -52,380	-42%	-$2.96M	0.13%	176
2024 Q2	$7.43M	Sell	125,160 -6,980	-5%	-$412K	0.29%	123
2024 Q1	$7.66M	Sell	132,140 -8,670	-6%	-$454K	0.23%	118
2023 Q4	$6.93M	Buy	140,810 +1,810	+1%	+$78.1K	0.19%	111
2023 Q3	$5.68M	Buy	139,000 +40	+0%	+$1.73K	0.17%	132
2023 Q2	$5.93M	Sell	138,960 -13,350	-9%	-$537K	0.26%	121
2023 Q1	$5.69M	Sell	152,310 -7,320	-5%	-$319K	0.25%	130
2022 Q4	$6.59M	Sell	159,630 -1,570	-1%	-$69.5K	0.31%	95
2022 Q3	$6.49M	Sell	161,200 -8,080	-5%	-$347K	0.23%	83
2022 Q2	$6.63M	Sell	169,280 -227,410	-57%	-$9.98M	0.25%	91
2022 Q1	$19.2M	Buy	396,690 +161,290	+69%	+$8.63M	0.68%	23
2021 Q4	$11.3M	Buy	235,400 +6,200	+3%	+$305K	0.28%	55
2021 Q3	$10.6M	Buy	229,200 +5,100	+2%	+$236K	0.39%	59
2021 Q2	$10.1M	Sell	224,100 -140,155	-38%	-$6.26M	0.3%	70
2021 Q1	$14.2M	Buy	+364,255	New	+$12.9M	0.68%	35
2016 Q3	–	Sell	-508,350	Closed	-$24.1M	–	352
2016 Q2	$24.1M	Sell	508,350 -32,461	-6%	-$1.58M	1.48%	15
2016 Q1	$26.2M	Buy	540,811 +155,211	+40%	+$7.6M	1.67%	12
2015 Q4	$21M	Hold	385,600	–	–	1.25%	23
2015 Q3	$19.8M	Sell	385,600 -5,400	-1%	-$297K	1.15%	31
2015 Q2	$22M	Sell	391,000 -3,500	-0.9%	-$195K	1.09%	25
2015 Q1	$21.5M	Sell	394,500 -73,000	-16%	-$3.95M	0.82%	30
2014 Q4	$25.6M	Buy	467,500 +55,700	+14%	+$2.95M	1.22%	21
2014 Q3	$21.4K	Buy	411,800 +27,800	+7%	+$1.43M	1.15%	24
2014 Q2	$20.2K	Buy	+384,000	New	+$19.3M	1.18%	19

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

Picton Mahoney Asset Management's WFC Position: Q1 2026 in Review

Picton Mahoney Asset Management reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $544K and leaving 47,115 shares worth $3.75M. The position accounts for 0.03% of the portfolio, ranked #401.

Picton Mahoney Asset Management first reported a position in WFC in Q2 2014 and has held it in 30 quarters since. The position peaked at $30.3M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Picton Mahoney Asset Management held 47,115 shares of Wells Fargo worth $3.75M as of Q1 2026.
Picton Mahoney Asset Management sold 6,334 Wells Fargo shares in Q1 2026, an estimated $544K.
Wells Fargo made up 0.03% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #401 holding.
Picton Mahoney Asset Management first reported a position in Wells Fargo in Q2 2014 and has held it in 30 quarters since.
Picton Mahoney Asset Management's Wells Fargo position peaked at $30.3M in Q2 2025.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.