Saturna Capital’s Wells Fargo WFC Stock Holding History

Saturna Capital’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	$204K	Hold	2,558	–	–	﹤0.01%	146
2025 Q4	$238K	Hold	2,558	–	–	﹤0.01%	143
2025 Q3	$214K	Hold	2,558	–	–	﹤0.01%	154
2025 Q2	$205K	Buy	+2,558	New	+$184K	﹤0.01%	153
2016 Q1	–	Sell	-2,565	Closed	-$139K	–	303
2015 Q4	$139K	Buy	2,565 +250	+11%	+$13.6K	﹤0.01%	190
2015 Q3	$119K	Hold	2,315	–	–	﹤0.01%	216
2015 Q2	$130K	Hold	2,315	–	–	﹤0.01%	226
2015 Q1	$126K	Hold	2,315	–	–	﹤0.01%	228
2014 Q4	$127K	Hold	2,315	–	–	﹤0.01%	227
2014 Q3	$120K	Hold	2,315	–	–	﹤0.01%	277
2014 Q2	$122K	Hold	2,315	–	–	﹤0.01%	272
2014 Q1	$115K	Hold	2,315	–	–	﹤0.01%	241
2013 Q4	$105K	Hold	2,315	–	–	﹤0.01%	248
2013 Q3	$96K	Hold	2,315	–	–	﹤0.01%	259
2013 Q2	$96K	Buy	+2,315	New	+$90.2K	﹤0.01%	256

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

Saturna Capital's WFC Position: Q1 2026 in Review

Saturna Capital held its Wells Fargo (WFC) position steady in Q1 2026 at 2,558 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Saturna Capital first reported a position in WFC in Q2 2013 and has held it in 15 quarters since. The position peaked at $238K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Saturna Capital held 2,558 shares of Wells Fargo worth $204K as of Q1 2026.
Saturna Capital left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of Saturna Capital's portfolio in Q1 2026, its #146 holding.
Saturna Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 15 quarters since.
Saturna Capital's Wells Fargo position peaked at $238K in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.