RW Investment Management’s Wells Fargo WFC Stock Holding History

RW Investment 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 Q1	$419K	Buy	+5,263	New	+$452K	0.04%	76
2025 Q3	$253K	Hold	3,014	–	–	0.03%	95
2025 Q2	$241K	Buy	3,014 +142	+5%	+$10.2K	0.03%	95
2025 Q1	$206K	Hold	2,872	–	–	0.03%	94
2024 Q4	$202K	Buy	+2,872	New	+$196K	0.02%	98
2023 Q1	–	Sell	-16,313	Closed	-$674K	–	85
2022 Q4	$674K	Buy	+16,313	New	+$722K	0.27%	36

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

RW Investment Management's WFC Position: Q1 2026 in Review

RW Investment Management opened a new position in Wells Fargo (WFC) in Q1 2026: 5,263 shares worth $419K. The stake represents 0.04% of the portfolio and ranks #76 among its holdings. This is a return to the name: RW Investment Management previously reported a position in WFC as recently as Q3 2025.

RW Investment Management first reported a position in WFC in Q4 2022 and has held it in 6 quarters since. The position peaked at $674K in Q4 2022. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

RW Investment Management held 5,263 shares of Wells Fargo worth $419K as of Q1 2026.
Wells Fargo was a new RW Investment Management position in Q1 2026.
Wells Fargo made up 0.04% of RW Investment Management's portfolio in Q1 2026, its #76 holding.
RW Investment Management first reported a position in Wells Fargo in Q4 2022 and has held it in 6 quarters since.
RW Investment Management's Wells Fargo position peaked at $674K in Q4 2022.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.