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Pinnacle Associates’s Wells Fargo WFC Stock Holding History

Pinnacle Associates’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 		$14.2M Sell
178,318
-1,261
-0.7% -$108K 0.18% 126
2025
Q4 		$16.7M Sell
179,579
-2,729
-1% -$237K 0.21% 107
2025
Q3 		$15.3M Sell
182,308
-1,195
-0.7% -$96.9K 0.2% 112
2025
Q2 		$14.7M Sell
183,503
-3,430
-2% -$247K 0.21% 104
2025
Q1 		$13.4M Buy
186,933
+249
+0.1% +$18.7K 0.2% 114
2024
Q4 		$13.1M Sell
186,684
-15,329
-8% -$1.05M 0.18% 122
2024
Q3 		$9.94M Buy
202,013
+7,105
+4% +$402K 0.17% 150
2024
Q2 		$11.6M Sell
194,908
-2,793
-1% -$165K 0.18% 133
2024
Q1 		$11.5M Sell
197,701
-4,312
-2% -$226K 0.18% 143
2023
Q4 		$9.94M Sell
202,013
-3,188
-2% -$138K 0.17% 153
2023
Q3 		$8.38M Sell
205,201
-2,911
-1% -$126K 0.16% 165
2023
Q2 		$8.88M Buy
208,112
+70,397
+51% +$2.83M 0.15% 161
2023
Q1 		$5.15M Buy
137,715
+6,279
+5% +$274K 0.11% 200
2022
Q4 		$5.43M Sell
131,436
-3,898
-3% -$173K 0.12% 193
2022
Q3 		$5.44M Buy
135,334
+5,349
+4% +$230K 0.12% 191
2022
Q2 		$5.09M Buy
129,985
+2,173
+2% +$95.4K 0.11% 204
2022
Q1 		$6.19M Buy
127,812
+370
+0.3% +$19.8K 0.11% 201
2021
Q4 		$6.12M Buy
127,442
+1,648
+1% +$81.1K 0.11% 203
2021
Q3 		$5.84M Sell
125,794
-2,717
-2% -$126K 0.11% 205
2021
Q2 		$5.82M Sell
128,511
-16,738
-12% -$747K 0.11% 199
2021
Q1 		$5.67M Buy
145,249
+15,600
+12% +$552K 0.11% 195
2020
Q4 		$3.91M Buy
129,649
+4,379
+3% +$113K 0.08% 225
2020
Q3 		$2.94M Sell
125,270
-7,772
-6% -$192K 0.07% 235
2020
Q2 		$3.41M Sell
133,042
-40,776
-23% -$1.12M 0.08% 218
2020
Q1 		$4.99M Buy
173,818
+91,439
+111% +$3.89M 0.15% 156
2019
Q4 		$4.43M Sell
82,379
-492
-0.6% -$25.8K 0.1% 216
2019
Q3 		$4.18M Buy
82,871
+382
+0.5% +$18K 0.1% 217
2019
Q2 		$3.9M Sell
82,489
-531
-0.6% -$24.8K 0.09% 226
2019
Q1 		$4.01M Buy
83,020
+1,990
+2% +$97.9K 0.09% 230
2018
Q4 		$3.73M Buy
81,030
+1,056
+1% +$54.1K 0.1% 225
2018
Q3 		$4.2M Sell
79,974
-458
-0.6% -$26.1K 0.09% 234
2018
Q2 		$4.46M Sell
80,432
-4,608
-5% -$247K 0.09% 224
2018
Q1 		$4.46M Sell
85,040
-467
-0.5% -$27.7K 0.09% 221
2017
Q4 		$5.19M Sell
85,507
-1,493
-2% -$84.3K 0.1% 204
2017
Q3 		$4.8M Sell
87,000
-149,178
-63% -$7.93M 0.09% 215
2017
Q2 		$13.1M Sell
236,178
-5,001
-2% -$268K 0.25% 105
2017
Q1 		$13.4M Buy
241,179
+3,136
+1% +$178K 0.26% 106
2016
Q4 		$13.1M Sell
238,043
-25,518
-10% -$1.28M 0.26% 103
2016
Q3 		$11.7M Sell
263,561
-859
-0.3% -$41.1K 0.23% 111
2016
Q2 		$12.5M Sell
264,420
-5,515
-2% -$269K 0.27% 101
2016
Q1 		$13.1M Sell
269,935
-355
-0.1% -$17.4K 0.28% 100
2015
Q4 		$14.7M Buy
270,290
+2,474
+0.9% +$134K 0.31% 89
2015
Q3 		$13.8M Buy
267,816
+9,475
+4% +$521K 0.3% 86
2015
Q2 		$14.5M Buy
258,341
+20,160
+8% +$1.12M 0.27% 97
2015
Q1 		$13M Buy
238,181
+2,319
+1% +$125K 0.24% 101
2014
Q4 		$12.9M Buy
235,862
+50
+0% +$2.65K 0.25% 99
2014
Q3 		$12.2M Buy
235,812
+6,518
+3% +$335K 0.25% 107
2014
Q2 		$12.1M Sell
229,294
-3,842
-2% -$193K 0.24% 101
2014
Q1 		$11.6M Buy
233,136
+673
+0.3% +$31.3K 0.23% 103
2013
Q4 		$10.6M Buy
232,463
+1,400
+0.6% +$60.5K 0.21% 113
2013
Q3 		$9.55M Sell
231,063
-2,882
-1% -$123K 0.2% 117
2013
Q2 		$9.65M Buy
+233,945
New +$9.12M 0.22% 116

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Associates's WFC Position: Q1 2026 in Review

Pinnacle Associates reduced its Wells Fargo (WFC) stake by 0.7% in Q1 2026, selling an estimated $108K and leaving 178,318 shares worth $14.2M. The position accounts for 0.18% of the portfolio, ranked #126.

Pinnacle Associates first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.7M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Pinnacle Associates held 178,318 shares of Wells Fargo worth $14.2M as of Q1 2026.
  • Pinnacle Associates sold 1,261 Wells Fargo shares in Q1 2026, an estimated $108K.
  • Wells Fargo made up 0.18% of Pinnacle Associates's portfolio in Q1 2026, its #126 holding.
  • Pinnacle Associates first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's Wells Fargo position peaked at $16.7M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.