S&CO Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.84M | Hold |
35,649
| – | – | 0.18% | 97 |
|
|
2025
Q4 | $3.32M | Sell |
35,649
-7,929
| -18% | -$688K | 0.21% | 90 |
|
|
2025
Q3 | $3.65M | Sell |
43,578
-925
| -2% | -$75K | 0.22% | 89 |
|
|
2025
Q2 | $3.56M | Sell |
44,503
-300
| -0.7% | -$21.6K | 0.23% | 86 |
|
|
2025
Q1 | $3.22M | Sell |
44,803
-8,855
| -17% | -$665K | 0.22% | 90 |
|
|
2024
Q4 | $3.77M | Hold |
53,658
| – | – | 0.26% | 81 |
|
|
2024
Q3 | $3.03M | Sell |
53,658
-195
| -0.4% | -$11K | 0.2% | 92 |
|
|
2024
Q2 | $3.2M | Sell |
53,853
-720
| -1% | -$42.5K | 0.22% | 88 |
|
|
2024
Q1 | $3.16M | Sell |
54,573
-3,250
| -6% | -$170K | 0.22% | 84 |
|
|
2023
Q4 | $2.85M | Sell |
57,823
-2,650
| -4% | -$114K | 0.22% | 81 |
|
|
2023
Q3 | $2.47M | Sell |
60,473
-570
| -0.9% | -$24.6K | 0.2% | 79 |
|
|
2023
Q2 | $2.6M | Sell |
61,043
-4,960
| -8% | -$200K | 0.21% | 77 |
|
|
2023
Q1 | $2.47M | Hold |
66,003
| – | – | 0.21% | 77 |
|
|
2022
Q4 | $2.73M | Sell |
66,003
-4,202
| -6% | -$186K | 0.24% | 71 |
|
|
2022
Q3 | $2.82M | Sell |
70,205
-6,919
| -9% | -$297K | 0.25% | 70 |
|
|
2022
Q2 | $3.02M | Hold |
77,124
| – | – | 0.25% | 71 |
|
|
2022
Q1 | $3.74M | Sell |
77,124
-2,400
| -3% | -$128K | 0.26% | 72 |
|
|
2021
Q4 | $3.81M | Sell |
79,524
-940
| -1% | -$46.3K | 0.27% | 71 |
|
|
2021
Q3 | $3.73M | Hold |
80,464
| – | – | 0.29% | 65 |
|
|
2021
Q2 | $3.64M | Hold |
80,464
| – | – | 0.28% | 70 |
|
|
2021
Q1 | $3.14M | Hold |
80,464
| – | – | 0.26% | 70 |
|
|
2020
Q4 | $2.43M | Sell |
80,464
-5,804
| -7% | -$150K | 0.22% | 80 |
|
|
2020
Q3 | $2.03M | Sell |
86,268
-21,495
| -20% | -$530K | 0.2% | 83 |
|
|
2020
Q2 | $2.76M | Sell |
107,763
-3,130
| -3% | -$85.6K | 0.3% | 66 |
|
|
2020
Q1 | $3.18M | Sell |
110,893
-201
| -0.2% | -$8.54K | 0.43% | 48 |
|
|
2019
Q4 | $5.98M | Sell |
111,094
-165
| -0.1% | -$8.64K | 0.62% | 40 |
|
|
2019
Q3 | $5.61M | Sell |
111,259
-1,108
| -1% | -$52.2K | 0.62% | 41 |
|
|
2019
Q2 | $5.32M | Sell |
112,367
-350
| -0.3% | -$16.4K | 0.58% | 42 |
|
|
2019
Q1 | $5.45M | Sell |
112,717
-1,030
| -0.9% | -$50.7K | 0.61% | 42 |
|
|
2018
Q4 | $5.24M | Sell |
113,747
-2,072
| -2% | -$106K | 0.66% | 41 |
|
|
2018
Q3 | $6.09M | Sell |
115,819
-180
| -0.2% | -$10.3K | 0.68% | 40 |
|
|
2018
Q2 | $6.43M | Sell |
115,999
-285
| -0.2% | -$15.3K | 0.77% | 38 |
|
|
2018
Q1 | $6.09M | Buy |
116,284
+400
| +0.3% | +$23.8K | 0.77% | 37 |
|
|
2017
Q4 | $7.03M | Sell |
115,884
-280
| -0.2% | -$15.8K | 0.87% | 33 |
|
|
2017
Q3 | $6.41M | Hold |
116,164
| – | – | 0.82% | 37 |
|
|
2017
Q2 | $6.44M | Sell |
116,164
-66
| -0.1% | -$3.54K | 0.85% | 36 |
|
|
2017
Q1 | $6.47M | Sell |
116,230
-50
| -0% | -$2.84K | 0.88% | 35 |
|
|
2016
Q4 | $6.41M | Sell |
116,280
-53,355
| -31% | -$2.68M | 0.93% | 33 |
|
|
2016
Q3 | $7.51M | Sell |
169,635
-600
| -0.4% | -$28.7K | 1.13% | 28 |
|
|
2016
Q2 | $8.06M | Hold |
170,235
| – | – | 1.25% | 26 |
|
|
2016
Q1 | $8.23M | Buy |
170,235
+3,185
| +2% | +$156K | 1.33% | 27 |
|
|
2015
Q4 | $9.08M | Sell |
167,050
-680
| -0.4% | -$36.9K | 1.53% | 26 |
|
|
2015
Q3 | $8.61M | Hold |
167,730
| – | – | 1.48% | 25 |
|
|
2015
Q2 | $9.43M | Sell |
167,730
-300
| -0.2% | -$16.7K | 1.38% | 26 |
|
|
2015
Q1 | $9.14M | Buy |
168,030
+825
| +0.5% | +$44.6K | 1.3% | 29 |
|
|
2014
Q4 | $9.17M | Hold |
167,205
| – | – | 1.33% | 27 |
|
|
2014
Q3 | $8.67M | Sell |
167,205
-2,570
| -2% | -$132K | 1.33% | 27 |
|
|
2014
Q2 | $8.92M | Sell |
169,775
-203
| -0.1% | -$10.2K | 1.24% | 30 |
|
|
2014
Q1 | $8.46M | Sell |
169,978
-100
| -0.1% | -$4.66K | 1.26% | 26 |
|
|
2013
Q4 | $7.72M | Sell |
170,078
-89
| -0.1% | -$3.84K | 1.29% | 26 |
|
|
2013
Q3 | $7.03M | Sell |
170,167
-900
| -0.5% | -$38.4K | 1.23% | 28 |
|
|
2013
Q2 | $7.06M | Buy |
+171,067
| New | +$6.67M | 1.07% | 27 |
|
Other funds holding WFC
VCM
VPM
S&CO Inc's WFC Position: Q1 2026 in Review
S&CO Inc held its Wells Fargo (WFC) position steady in Q1 2026 at 35,649 shares worth $2.84M. The position accounts for 0.18% of the portfolio, ranked #97.
S&CO Inc first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.43M in Q2 2015. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- S&CO Inc held 35,649 shares of Wells Fargo worth $2.84M as of Q1 2026.
- S&CO Inc left its Wells Fargo share count unchanged in Q1 2026.
- Wells Fargo made up 0.18% of S&CO Inc's portfolio in Q1 2026, its #97 holding.
- S&CO Inc first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- S&CO Inc's Wells Fargo position peaked at $9.43M in Q2 2015.
- 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.