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Poehling Capital Management’s Wells Fargo WFC Stock Holding History

Poehling Capital 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 		$11M Sell
137,815
-597
-0.4% -$51.3K 2.31% 9
2025
Q4 		$12.9M Sell
138,412
-772
-0.6% -$67K 2.64% 8
2025
Q3 		$11.7M Sell
139,184
-1,638
-1% -$133K 2.45% 11
2025
Q2 		$11.3M Sell
140,822
-1,560
-1% -$112K 2.64% 8
2025
Q1 		$10.2M Sell
142,382
-745
-0.5% -$55.9K 2.59% 6
2024
Q4 		$10.1M Sell
143,127
-1,127
-0.8% -$76.9K 2.47% 8
2024
Q3 		$8.15M Sell
144,254
-1,951
-1% -$110K 2.08% 11
2024
Q2 		$8.68M Sell
146,205
-1,922
-1% -$113K 2.38% 9
2024
Q1 		$8.59M Sell
148,127
-65
-0% -$3.4K 2.3% 9
2023
Q4 		$7.29M Sell
148,192
-454
-0.3% -$19.6K 2.31% 8
2023
Q3 		$6.07M Buy
148,646
+370
+0.2% +$16K 2.13% 12
2023
Q2 		$6.33M Sell
148,276
-3,367
-2% -$136K 2.14% 13
2023
Q1 		$5.67M Sell
151,643
-208
-0.1% -$9.07K 1.91% 17
2022
Q4 		$6.27M Buy
151,851
+851
+0.6% +$37.7K 2.35% 9
2022
Q3 		$6.07M Sell
151,000
-284
-0.2% -$12.2K 2.54% 11
2022
Q2 		$5.93M Sell
151,284
-818
-0.5% -$35.9K 2.23% 15
2022
Q1 		$7.37M Buy
152,102
+156
+0.1% +$8.35K 2.28% 11
2021
Q4 		$7.29M Sell
151,946
-588
-0.4% -$28.9K 2.35% 11
2021
Q3 		$7.08M Sell
152,534
-8,644
-5% -$400K 2.39% 9
2021
Q2 		$7.3M Sell
161,178
-979
-0.6% -$43.7K 2.33% 7
2021
Q1 		$6.33M Sell
162,157
-1,616
-1% -$57.2K 2.22% 6
2020
Q4 		$4.94M Buy
163,773
+35,929
+28% +$930K 1.96% 9
2020
Q3 		$3.01M Buy
127,844
+29,032
+29% +$715K 1.54% 16
2020
Q2 		$2.53M Buy
+98,812
New +$2.7M 1.36% 23
2018
Q2 		– Sell
-450
Closed -$24K – 332
2018
Q1 		$24K Buy
450
+250
+125% +$14.9K 0.02% 182
2017
Q4 		$12K Buy
+200
New +$11.3K 0.01% 212

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

Poehling Capital Management's WFC Position: Q1 2026 in Review

Poehling Capital Management reduced its Wells Fargo (WFC) stake by 0.43% in Q1 2026, selling an estimated $51.3K and leaving 137,815 shares worth $11M. The position accounts for 2.31% of the portfolio, ranked #9.

Poehling Capital Management first reported a position in WFC in Q4 2017 and has held it in 26 quarters since. The position peaked at $12.9M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Poehling Capital Management held 137,815 shares of Wells Fargo worth $11M as of Q1 2026.
  • Poehling Capital Management sold 597 Wells Fargo shares in Q1 2026, an estimated $51.3K.
  • Wells Fargo made up 2.31% of Poehling Capital Management's portfolio in Q1 2026, its #9 holding.
  • Poehling Capital Management first reported a position in Wells Fargo in Q4 2017 and has held it in 26 quarters since.
  • Poehling Capital Management's Wells Fargo position peaked at $12.9M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.