Principal Securities’s Wells Fargo WFC Stock Holding History

Principal Securities’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	$10.6M	Sell	133,254 -14,162	-10%	-$1.22M	0.16%	123
2025 Q4	$13.7M	Buy	147,416 +16,770	+13%	+$1.46M	0.21%	87
2025 Q3	$11M	Buy	130,646 +740	+0.6%	+$60K	0.18%	104
2025 Q2	$10.4M	Buy	129,906 +16,464	+15%	+$1.19M	0.2%	102
2025 Q1	$7.97M	Hold	113,442	–	–	0.18%	114
2024 Q4	$7.97M	Buy	113,442 +12,609	+13%	+$861K	0.18%	113
2024 Q3	$5.7M	Buy	100,833 +7,423	+8%	+$420K	0.14%	141
2024 Q2	$5.55M	Buy	93,410 +9,240	+11%	+$545K	0.15%	122
2024 Q1	$4.88M	Buy	84,170 +7,824	+10%	+$409K	0.15%	131
2023 Q4	$3.76M	Buy	+76,346	New	+$3.29M	0.14%	143

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

Principal Securities's WFC Position: Q1 2026 in Review

Principal Securities reduced its Wells Fargo (WFC) stake by 9.6% in Q1 2026, selling an estimated $1.22M and leaving 133,254 shares worth $10.6M. The position accounts for 0.16% of the portfolio, ranked #123.

Principal Securities first reported a position in WFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.7M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Principal Securities held 133,254 shares of Wells Fargo worth $10.6M as of Q1 2026.
Principal Securities sold 14,162 Wells Fargo shares in Q1 2026, an estimated $1.22M.
Wells Fargo made up 0.16% of Principal Securities's portfolio in Q1 2026, its #123 holding.
Principal Securities first reported a position in Wells Fargo in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Wells Fargo position peaked at $13.7M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.