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Pointe Capital Management’s Wells Fargo WFC Stock Holding History

Pointe 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 		$873K Sell
10,967
-465
-4% -$39.9K 0.43% 52
2025
Q4 		$1.07M Sell
11,432
-1,099
-9% -$95.4K 0.53% 41
2025
Q3 		$1.05M Hold
12,531
– – 0.51% 44
2025
Q2 		$1M Buy
12,531
+71
+0.6% +$5.12K 0.52% 46
2025
Q1 		$895K Hold
12,460
– – 0.52% 48
2024
Q4 		$875K Buy
12,460
+164
+1% +$11.2K 0.5% 52
2024
Q3 		$695K Sell
12,296
-1,600
-12% -$90.5K 0.41% 68
2024
Q2 		$825K Buy
13,896
+50
+0.4% +$2.95K 0.51% 51
2024
Q1 		$803K Hold
13,846
– – 0.49% 51
2023
Q4 		$682K Buy
13,846
+131
+1% +$5.65K 0.47% 57
2023
Q3 		$560K Buy
13,715
+3,230
+31% +$139K 0.41% 61
2023
Q2 		$448K Sell
10,485
-385
-4% -$15.5K 0.34% 78
2023
Q1 		$406K Sell
10,870
-47
-0.4% -$2.05K 0.29% 83
2022
Q4 		$451K Hold
10,917
– – 0.35% 76
2022
Q3 		$439K Sell
10,917
-103
-0.9% -$4.42K 0.35% 76
2022
Q2 		$432K Hold
11,020
– – 0.32% 82
2022
Q1 		$534K Buy
11,020
+6,709
+156% +$359K 0.34% 77
2021
Q4 		$207K Buy
+4,311
New +$212K 0.13% 144
2020
Q2 		– Sell
-11,376
Closed -$326K – 140
2020
Q1 		$326K Hold
11,376
– – 0.32% 83
2019
Q4 		$612K Hold
11,376
– – 0.51% 54
2019
Q3 		$574K Sell
11,376
-5,939
-34% -$280K 0.49% 59
2019
Q2 		$819K Sell
17,315
-243
-1% -$11.4K 0.67% 43
2019
Q1 		$848K Sell
17,558
-132
-0.7% -$6.49K 0.71% 39
2018
Q4 		$815K Sell
17,690
-263
-1% -$13.5K 0.79% 35
2018
Q3 		$944K Buy
17,953
+1,094
+6% +$62.5K 0.74% 33
2018
Q2 		$935K Buy
16,859
+42
+0.2% +$2.25K 0.8% 31
2018
Q1 		$881K Sell
16,817
-555
-3% -$33K 0.76% 33
2017
Q4 		$1.05M Sell
17,372
-535
-3% -$30.2K 0.84% 36
2017
Q3 		$988K Buy
17,907
+112
+0.6% +$5.95K 0.73% 44
2017
Q2 		$986K Sell
17,795
-1,186
-6% -$63.5K 0.71% 42
2017
Q1 		$1.06M Buy
+18,981
New +$1.08M 0.81% 37
2016
Q4 		– Sell
-19,753
Closed -$875K – 232
2016
Q3 		$875K Sell
19,753
-351
-2% -$16.8K 0.64% 44
2016
Q2 		$952K Sell
20,104
-701
-3% -$34.2K 0.69% 41
2016
Q1 		$1.01M Buy
20,805
+87
+0.4% +$4.26K 0.79% 33
2015
Q4 		$1.13M Buy
20,718
+1,917
+10% +$104K 0.82% 33
2015
Q3 		$965K Sell
18,801
-187
-1% -$10.3K 0.59% 44
2015
Q2 		$1.07M Buy
18,988
+3,230
+20% +$180K 0.48% 53
2015
Q1 		$857K Buy
+15,758
New +$852K 0.4% 60

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

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

Pointe Capital Management reduced its Wells Fargo (WFC) stake by 4.1% in Q1 2026, selling an estimated $39.9K and leaving 10,967 shares worth $873K. The position accounts for 0.43% of the portfolio, ranked #52.

Pointe Capital Management first reported a position in WFC in Q1 2015 and has held it in 38 quarters since. The position peaked at $1.13M in Q4 2015. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Pointe Capital Management held 10,967 shares of Wells Fargo worth $873K as of Q1 2026.
  • Pointe Capital Management sold 465 Wells Fargo shares in Q1 2026, an estimated $39.9K.
  • Wells Fargo made up 0.43% of Pointe Capital Management's portfolio in Q1 2026, its #52 holding.
  • Pointe Capital Management first reported a position in Wells Fargo in Q1 2015 and has held it in 38 quarters since.
  • Pointe Capital Management's Wells Fargo position peaked at $1.13M in Q4 2015.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.