Raymond James Financial
WFC icon

Raymond James Financial’s Wells Fargo WFC Stock Holding History

Raymond James Financial’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 		$885M Buy
11,160,812
+964,642
+9% +$82.9M 0.27% 60
2025
Q4 		$952M Buy
10,196,170
+3,218,312
+46% +$279M 0.3% 55
2025
Q3 		$585M Buy
6,977,858
+1,840,681
+36% +$149M 0.19% 96
2025
Q2 		$412M Buy
5,137,177
+710,205
+16% +$51.2M 0.14% 121
2025
Q1 		$318M Buy
4,426,972
+437,554
+11% +$32.9M 0.12% 153
2024
Q4 		$280M Buy
+3,989,418
New +$272M 0.1% 180

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

Raymond James Financial's WFC Position: Q1 2026 in Review

Raymond James Financial increased its Wells Fargo (WFC) stake by 9.5% in Q1 2026, buying an estimated $82.9M and bringing the position to 11,160,812 shares worth $885M. The position accounts for 0.27% of the portfolio, ranked #60.

Raymond James Financial first reported a position in WFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $952M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Raymond James Financial held 11,160,812 shares of Wells Fargo worth $885M as of Q1 2026.
  • Raymond James Financial bought 964,642 Wells Fargo shares in Q1 2026, an estimated $82.9M.
  • Wells Fargo made up 0.27% of Raymond James Financial's portfolio in Q1 2026, its #60 holding.
  • Raymond James Financial first reported a position in Wells Fargo in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Wells Fargo position peaked at $952M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.