QP
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Quilter Plc’s Wells Fargo WFC Stock Holding History

Quilter Plc’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
Q2 		$1.21M Sell
14,611
-10
-0.1% -$804 0.02% 91
2026
Q1 		$1.16M Sell
14,621
-357
-2% -$30.7K 0.02% 88
2025
Q4 		$1.4M Buy
14,978
+55
+0.4% +$4.78K 0.02% 86
2025
Q3 		$1.25M Sell
14,923
-400
-3% -$32.4K 0.02% 88
2025
Q2 		$1.23M Hold
15,323
– – 0.02% 89
2025
Q1 		$1.1M Hold
15,323
– – 0.02% 92
2024
Q4 		$1.08M Sell
15,323
-1,890
-11% -$129K 0.02% 93
2024
Q3 		$972K Sell
17,213
-750
-4% -$42.4K 0.02% 94
2024
Q2 		$1.07M Sell
17,963
-450
-2% -$26.6K 0.02% 93
2024
Q1 		$1.07M Sell
18,413
-222
-1% -$11.6K 0.03% 94
2023
Q4 		$920K Buy
18,635
+112
+0.6% +$4.83K 0.03% 82
2023
Q3 		$18.5M Buy
18,523
+112
+0.6% +$4.84K 0.07% 82
2023
Q2 		$18.3M Sell
18,411
-325
-2% -$13.1K 0.07% 80
2023
Q1 		$18.6M Sell
18,736
-850
-4% -$37K 0.07% 77
2022
Q4 		$809K Hold
19,586
– – 0.03% 92
2022
Q3 		$787K Sell
19,586
-298
-1% -$12.8K 0.03% 92
2022
Q2 		$779K Buy
19,884
+388
+2% +$17K 0.03% 92
2022
Q1 		$944K Hold
19,496
– – 0.03% 93
2021
Q4 		$989K Sell
19,496
-28,165
-59% -$1.39M 0.03% 95
2021
Q3 		$2.21M Sell
47,661
-2,334
-5% -$108K 0.06% 91
2021
Q2 		$2.26M Sell
49,995
-4,638
-8% -$207K 0.07% 91
2021
Q1 		$2.13M Sell
54,633
-2,754
-5% -$97.5K 0.07% 111
2020
Q4 		$1.73M Sell
57,387
-2,325
-4% -$60.2K 0.06% 98
2020
Q3 		$1.4M Sell
59,712
-25,462
-30% -$627K 0.06% 97
2020
Q2 		$2.18M Sell
85,174
-6,812
-7% -$186K 0.11% 89
2020
Q1 		$2.64M Sell
91,986
-56,868
-38% -$2.42M 0.17% 77
2019
Q4 		$8.01M Buy
+148,854
New +$7.8M 0.47% 52

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quilter Plc's WFC Position: Q2 2026 in Review

Quilter Plc reduced its Wells Fargo (WFC) stake by 0.07% in Q2 2026, selling an estimated $804 and leaving 14,611 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #91.

Quilter Plc first reported a position in WFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.6M in Q1 2023. 2,870 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Quilter Plc held 14,611 shares of Wells Fargo worth $1.21M as of Q2 2026.
  • Quilter Plc sold 10 Wells Fargo shares in Q2 2026, an estimated $804.
  • Wells Fargo made up 0.02% of Quilter Plc's portfolio in Q2 2026, its #91 holding.
  • Quilter Plc first reported a position in Wells Fargo in Q4 2019 and has held it in 27 quarters since.
  • Quilter Plc's Wells Fargo position peaked at $18.6M in Q1 2023.
  • 2,870 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Quilter Plc's 13F filing for Q2 2026, filed 24 Jul 2026.