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Savant Capital’s Wells Fargo WFC Stock Holding History

Savant 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 		$8.63M Buy
108,446
+5,680
+6% +$488K 0.04% 202
2025
Q4 		$9.58M Buy
102,766
+6,984
+7% +$606K 0.05% 179
2025
Q3 		$8.03M Buy
95,782
+3,823
+4% +$310K 0.05% 184
2025
Q2 		$7.37M Buy
91,959
+3,556
+4% +$256K 0.05% 172
2025
Q1 		$6.35M Sell
88,403
-7,364
-8% -$553K 0.05% 186
2024
Q4 		$6.73M Buy
95,767
+6,075
+7% +$415K 0.05% 197
2024
Q3 		$5.07M Sell
89,692
-991
-1% -$56K 0.04% 223
2024
Q2 		$5.39M Sell
90,683
-69
-0.1% -$4.07K 0.05% 193
2024
Q1 		$5.26M Buy
90,752
+5,936
+7% +$311K 0.06% 184
2023
Q4 		$4.17M Sell
84,816
-1,381
-2% -$59.6K 0.05% 190
2023
Q3 		$3.52M Sell
86,197
-886
-1% -$38.3K 0.05% 196
2023
Q2 		$3.72M Buy
87,083
+12,260
+16% +$493K 0.06% 190
2023
Q1 		$2.8M Buy
74,823
+12,503
+20% +$545K 0.05% 186
2022
Q4 		$2.36M Buy
62,320
+4,580
+8% +$203K 0.06% 147
2022
Q3 		$2.32M Buy
57,740
+1,292
+2% +$55.5K 0.07% 135
2022
Q2 		$2.21M Buy
56,448
+3,428
+6% +$150K 0.07% 142
2022
Q1 		$2.57M Buy
53,020
+679
+1% +$36.3K 0.08% 129
2021
Q4 		$2.51M Buy
52,341
+2,822
+6% +$139K 0.08% 130
2021
Q3 		$2.3M Buy
49,519
+1,767
+4% +$81.8K 0.08% 130
2021
Q2 		$2.16M Buy
47,752
+1,174
+3% +$52.4K 0.09% 129
2021
Q1 		$1.82M Buy
46,578
+56
+0.1% +$1.98K 0.1% 137
2020
Q4 		$1.4M Sell
46,522
-3,294
-7% -$85.3K 0.08% 151
2020
Q3 		$1.17M Buy
49,816
+698
+1% +$17.2K 0.08% 159
2020
Q2 		$1.26M Sell
49,118
-3,624
-7% -$99.2K 0.1% 144
2020
Q1 		$1.51M Buy
52,742
+6,136
+13% +$261K 0.14% 122
2019
Q4 		$2.51M Buy
46,606
+1,420
+3% +$74.4K 0.31% 74
2019
Q3 		$2.28M Sell
45,186
-684
-1% -$32.2K 0.32% 71
2019
Q2 		$2.17M Sell
45,870
-1,498
-3% -$70.1K 0.31% 70
2019
Q1 		$2.29M Buy
47,368
+45
+0.1% +$2.21K 0.43% 54
2018
Q4 		$2.18M Sell
47,323
-585
-1% -$30K 0.46% 54
2018
Q3 		$2.52M Sell
47,908
-406
-0.8% -$23.2K 0.45% 50
2018
Q2 		$2.68M Sell
48,314
-250
-0.5% -$13.4K 0.57% 36
2018
Q1 		$2.54M Buy
48,564
+599
+1% +$35.6K 0.54% 39
2017
Q4 		$2.91M Sell
47,965
-1,765
-4% -$99.7K 0.61% 31
2017
Q3 		$2.74M Buy
49,730
+210
+0.4% +$11.2K 0.62% 30
2017
Q2 		$2.74M Buy
49,520
+182
+0.4% +$9.75K 0.65% 30
2017
Q1 		$2.75M Buy
49,338
+217
+0.4% +$12.3K 0.68% 29
2016
Q4 		$2.71M Sell
49,121
-327
-0.7% -$16.4K 0.73% 27
2016
Q3 		$2.19M Buy
49,448
+843
+2% +$40.3K 0.6% 33
2016
Q2 		$2.3M Buy
48,605
+1,787
+4% +$87.1K 0.66% 31
2016
Q1 		$2.26M Sell
46,818
-3,559
-7% -$174K 0.69% 28
2015
Q4 		$2.74M Buy
50,377
+2,237
+5% +$121K 0.85% 21
2015
Q3 		$2.47M Buy
48,140
+715
+2% +$39.3K 0.89% 19
2015
Q2 		$2.67M Sell
47,425
-967
-2% -$53.9K 0.9% 17
2015
Q1 		$2.63M Buy
48,392
+257
+0.5% +$13.9K 0.93% 15
2014
Q4 		$2.64M Sell
48,135
-450
-0.9% -$23.8K 1% 15
2014
Q3 		$2.52M Sell
48,585
-48
-0.1% -$2.47K 1.07% 15
2014
Q2 		$2.56M Sell
48,633
-159
-0.3% -$7.99K 1.11% 15
2014
Q1 		$2.43M Sell
48,792
-1,355
-3% -$63.1K 1.12% 14
2013
Q4 		$2.28M Sell
50,147
-785
-2% -$33.9K 1.12% 14
2013
Q3 		$2.1M Buy
50,932
+88
+0.2% +$3.76K 1.15% 16
2013
Q2 		$2.1M Buy
+50,844
New +$1.98M 1.22% 14

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

Savant Capital's WFC Position: Q1 2026 in Review

Savant Capital increased its Wells Fargo (WFC) stake by 5.5% in Q1 2026, buying an estimated $488K and bringing the position to 108,446 shares worth $8.63M. The position accounts for 0.04% of the portfolio, ranked #202.

Savant Capital first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.58M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Savant Capital held 108,446 shares of Wells Fargo worth $8.63M as of Q1 2026.
  • Savant Capital bought 5,680 Wells Fargo shares in Q1 2026, an estimated $488K.
  • Wells Fargo made up 0.04% of Savant Capital's portfolio in Q1 2026, its #202 holding.
  • Savant Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Savant Capital's Wells Fargo position peaked at $9.58M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.