Rathbones Group’s Wells Fargo WFC Stock Holding History

Rathbones Group’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	$8.75M	Sell	109,852 -3,998	-4%	-$343K	0.03%	166
2025 Q4	$10.6M	Buy	113,850 +509	+0.4%	+$44.2K	0.04%	156
2025 Q3	$9.5M	Buy	113,341 +984	+0.9%	+$79.8K	0.04%	162
2025 Q2	$9M	Sell	112,357 -199	-0.2%	-$14.3K	0.04%	164
2025 Q1	$8.08M	Buy	112,556 +2,494	+2%	+$187K	0.04%	165
2024 Q4	$7.73M	Sell	110,062 -545	-0.5%	-$37.2K	0.04%	170
2024 Q3	$6.25M	Buy	110,607 +722	+0.7%	+$40.8K	0.03%	177
2024 Q2	$6.53M	Buy	109,885 +1,762	+2%	+$104K	0.04%	163
2024 Q1	$6.27M	Sell	108,123 -3,274	-3%	-$171K	0.04%	169
2023 Q4	$5.48M	Sell	111,397 -4,624	-4%	-$200K	0.04%	179
2023 Q3	$4.74M	Buy	+116,021	New	+$5.01M	0.03%	181
2022 Q2	–	Sell	-17,570	Closed	-$851K	–	447
2022 Q1	$851K	Hold	17,570	–	–	0.01%	264
2021 Q4	$843K	Sell	17,570 -815	-4%	-$40.1K	0.01%	264
2021 Q3	$853K	Hold	18,385	–	–	0.01%	256
2021 Q2	$833K	Sell	18,385 -200	-1%	-$8.93K	0.01%	262
2021 Q1	$726K	Buy	18,585 +535	+3%	+$18.9K	0.01%	261
2020 Q4	$545K	Sell	18,050 -975	-5%	-$25.2K	0.01%	275
2020 Q3	$447K	Hold	19,025	–	–	0.01%	270
2020 Q2	$487K	Buy	19,025 +200	+1%	+$5.47K	0.01%	249
2020 Q1	$540K	Sell	18,825 -9,802	-34%	-$417K	0.02%	208
2019 Q4	$1.54M	Hold	28,627	–	–	0.04%	164
2019 Q3	$1.44M	Sell	28,627 -21,899	-43%	-$1.03M	0.04%	160
2019 Q2	$2.39M	Sell	50,526 -2,020	-4%	-$94.5K	0.07%	134
2019 Q1	$2.54M	Sell	52,546 -1,167	-2%	-$57.4K	0.08%	127
2018 Q4	$2.48M	Buy	53,713 +360	+0.7%	+$18.4K	0.09%	121
2018 Q3	$2.8M	Buy	53,353 +28,500	+115%	+$1.63M	0.1%	116
2018 Q2	$1.38M	Sell	24,853 -4,705	-16%	-$252K	0.05%	146
2018 Q1	$1.55M	Sell	29,558 -30,534	-51%	-$1.81M	0.06%	141
2017 Q4	$3.65M	Buy	60,092 +1,651	+3%	+$93.2K	0.15%	100
2017 Q3	$3.22M	Sell	58,441 -1,410	-2%	-$74.9K	0.14%	104
2017 Q2	$3.32M	Buy	59,851 +2,745	+5%	+$147K	0.15%	105
2017 Q1	$3.18M	Sell	57,106 -3,850	-6%	-$218K	0.14%	104
2016 Q4	$3.36M	Sell	60,956 -196,274	-76%	-$9.87M	0.17%	96
2016 Q3	$11.4M	Sell	257,230 -100,052	-28%	-$4.79M	0.59%	56
2016 Q2	$16.9M	Buy	357,282 +30,239	+9%	+$1.47M	0.93%	37
2016 Q1	$15.8M	Buy	327,043 +12,310	+4%	+$603K	0.96%	36
2015 Q4	$15.9M	Buy	314,733 +65,262	+26%	+$3.54M	1.01%	32
2015 Q3	$12.8M	Buy	249,471 +48,642	+24%	+$2.67M	0.85%	41
2015 Q2	$11.3M	Buy	200,829 +6,318	+3%	+$352K	0.73%	50
2015 Q1	$10.6M	Sell	194,511 -20,836	-10%	-$1.13M	0.7%	51
2014 Q4	$11.8M	Buy	215,347 +32,998	+18%	+$1.75M	0.78%	50
2014 Q3	$9.46M	Buy	182,349 +2,140	+1%	+$110K	0.66%	58
2014 Q2	$9.47M	Buy	180,209 +3,092	+2%	+$155K	0.67%	55
2014 Q1	$8.81M	Buy	177,117 +13,595	+8%	+$633K	0.71%	54
2013 Q4	$7.42M	Buy	163,522 +1,367	+0.8%	+$59K	0.74%	58
2013 Q3	$6.7M	Buy	162,155 +14,350	+10%	+$613K	0.78%	50
2013 Q2	$6.1M	Buy	+147,805	New	+$5.76M	0.82%	48

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

Rathbones Group's WFC Position: Q1 2026 in Review

Rathbones Group reduced its Wells Fargo (WFC) stake by 3.5% in Q1 2026, selling an estimated $343K and leaving 109,852 shares worth $8.75M. The position accounts for 0.03% of the portfolio, ranked #166.

Rathbones Group first reported a position in WFC in Q2 2013 and has held it in 47 quarters since. The position peaked at $16.9M in Q2 2016. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Rathbones Group held 109,852 shares of Wells Fargo worth $8.75M as of Q1 2026.
Rathbones Group sold 3,998 Wells Fargo shares in Q1 2026, an estimated $343K.
Wells Fargo made up 0.03% of Rathbones Group's portfolio in Q1 2026, its #166 holding.
Rathbones Group first reported a position in Wells Fargo in Q2 2013 and has held it in 47 quarters since.
Rathbones Group's Wells Fargo position peaked at $16.9M in Q2 2016.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.