Q
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QVR’s Wells Fargo WFC Stock Holding History

QVR’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 		– Sell
-1,600
Closed -$149K – 221
2025
Q4 		$149K Sell
1,600
-1,200
-43% -$104K 0.01% 105
2025
Q3 		$235K Buy
+2,800
New +$227K 0.03% 77
2023
Q1 		– Sell
-6,200
Closed -$256K – 189
2022
Q4 		$256K Sell
6,200
-71,600
-92% -$3.17M 0.03% 94
2022
Q3 		$3.13M Buy
77,800
+35,000
+82% +$1.5M 0.26% 70
2022
Q2 		$1.68M Sell
42,800
-106,200
-71% -$4.66M 0.12% 111
2022
Q1 		$7.22M Buy
+149,000
New +$7.97M 0.28% 69
2021
Q4 		– Sell
-64,300
Closed -$2.98M – 303
2021
Q3 		$2.98M Buy
64,300
+15,100
+31% +$699K 0.19% 66
2021
Q2 		$2.23M Buy
49,200
+39,800
+423% +$1.78M 0.23% 42
2021
Q1 		$367K Buy
+9,400
New +$333K 0.03% 77

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

QVR's WFC Position: Q1 2026 in Review

QVR sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 13,982 shares — an estimated $1.2M sold.

QVR first reported a position in WFC in Q2 2021 and held it in 8 quarters. The position peaked at $1.3M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • QVR reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • QVR sold 13,982 Wells Fargo shares in Q1 2026, an estimated $1.2M.
  • QVR first reported a position in Wells Fargo in Q2 2021 and held it in 8 quarters.
  • QVR's Wells Fargo position peaked at $1.3M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on QVR's 13F filing for Q1 2026, filed 15 Apr 2026.