River Road Asset Management’s Wells Fargo WFC Stock Holding History

River Road Asset Management’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	$57.3M	Sell	693,210 -16,200	-2%	-$1.3M	0.64%	59
2026 Q1	$56.5M	Buy	709,410 +571,296	+414%	+$49.1M	0.64%	56
2025 Q4	$12.9M	Sell	138,114 -4,603	-3%	-$400K	0.14%	123
2025 Q3	$12M	Buy	142,717 +46,573	+48%	+$3.78M	0.13%	128
2025 Q2	$7.75M	Buy	+96,144	New	+$6.93M	0.1%	151
2020 Q2	–	Sell	-570,725	Closed	-$16.4M	–	167
2020 Q1	$16.4M	Sell	570,725 -85,729	-13%	-$3.64M	0.37%	86
2019 Q4	$35.3M	Buy	656,454 +94,907	+17%	+$4.97M	0.56%	74
2019 Q3	$28.3M	Sell	561,547 -121,819	-18%	-$5.74M	0.54%	78
2019 Q2	$32.3M	Sell	683,366 -365,620	-35%	-$17.1M	0.63%	67
2019 Q1	$50.7M	Buy	1,048,986 +2,691	+0.3%	+$132K	1.13%	24
2018 Q4	$48.2M	Sell	1,046,295 -26,902	-3%	-$1.38M	1.18%	22
2018 Q3	$56.4M	Sell	1,073,197 -43,800	-4%	-$2.5M	1.17%	26
2018 Q2	$61.9M	Sell	1,116,997 -1,376	-0.1%	-$73.7K	1.3%	19
2018 Q1	$58.6M	Sell	1,118,373 -71,928	-6%	-$4.27M	1.19%	28
2017 Q4	$72.2M	Sell	1,190,301 -28,178	-2%	-$1.59M	1.37%	15
2017 Q3	$67.2M	Sell	1,218,479 -4,458	-0.4%	-$237K	1.32%	20
2017 Q2	$67.8M	Sell	1,222,937 -16,810	-1%	-$901K	1.31%	18
2017 Q1	$69M	Sell	1,239,747 -18,705	-1%	-$1.06M	1.31%	22
2016 Q4	$69.4M	Sell	1,258,452 -600,028	-32%	-$30.2M	1.33%	22
2016 Q3	$82.3M	Buy	1,858,480 +72,131	+4%	+$3.45M	1.7%	9
2016 Q2	$84.5M	Sell	1,786,349 -447,439	-20%	-$21.8M	1.8%	11
2016 Q1	$108M	Sell	2,233,788 -306,068	-12%	-$15M	1.94%	9
2015 Q4	$138M	Sell	2,539,856 -161,843	-6%	-$8.79M	2.39%	4
2015 Q3	$139M	Buy	2,701,699 +98,310	+4%	+$5.41M	2.15%	7
2015 Q2	$146M	Sell	2,603,389 -36,436	-1%	-$2.03M	2.16%	8
2015 Q1	$144M	Buy	2,639,825 +664,696	+34%	+$35.9M	1.98%	12
2014 Q4	$108M	Buy	+1,975,129	New	+$105M	1.54%	20

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

River Road Asset Management's WFC Position: Q2 2026 in Review

River Road Asset Management reduced its Wells Fargo (WFC) stake by 2.3% in Q2 2026, selling an estimated $1.3M and leaving 693,210 shares worth $57.3M. The position accounts for 0.64% of the portfolio, ranked #59.

River Road Asset Management first reported a position in WFC in Q4 2014 and has held it in 27 quarters since. The position peaked at $146M in Q2 2015. 2,866 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

River Road Asset Management held 693,210 shares of Wells Fargo worth $57.3M as of Q2 2026.
River Road Asset Management sold 16,200 Wells Fargo shares in Q2 2026, an estimated $1.3M.
Wells Fargo made up 0.64% of River Road Asset Management's portfolio in Q2 2026, its #59 holding.
River Road Asset Management first reported a position in Wells Fargo in Q4 2014 and has held it in 27 quarters since.
River Road Asset Management's Wells Fargo position peaked at $146M in Q2 2015.
2,866 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.