Sawgrass Asset Management’s Wells Fargo WFC Stock Holding History

Sawgrass 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 Q1	$636K	Buy	7,991 +421	+6%	+$36.2K	0.1%	113
2025 Q4	$706K	Hold	7,570	–	–	0.09%	114
2025 Q3	$635K	Buy	7,570 +630	+9%	+$51.1K	0.08%	117
2025 Q2	$556K	Buy	6,940 +447	+7%	+$32.2K	0.06%	120
2025 Q1	$466K	Buy	+6,493	New	+$487K	0.06%	125
2023 Q2	–	Sell	-8,440	Closed	-$315K	–	194
2023 Q1	$315K	Hold	8,440	–	–	0.04%	142
2022 Q4	$348K	Sell	8,440 -25	-0.3%	-$1.11K	0.05%	133
2022 Q3	$340K	Sell	8,465 -230	-3%	-$9.88K	0.05%	130
2022 Q2	$341K	Buy	8,695 +545	+7%	+$23.9K	0.04%	133
2022 Q1	$395K	Buy	+8,150	New	+$436K	0.04%	136
2021 Q4	–	Sell	-8,310	Closed	-$386K	–	318
2021 Q3	$386K	Sell	8,310 -5,225	-39%	-$242K	0.04%	122
2021 Q2	$613K	Hold	13,535	–	–	0.05%	108
2021 Q1	$529K	Sell	13,535 -290	-2%	-$10.3K	0.04%	111
2020 Q4	$417K	Hold	13,825	–	–	0.03%	116
2020 Q3	$325K	Hold	13,825	–	–	0.03%	127
2020 Q2	$354K	Hold	13,825	–	–	0.03%	121
2020 Q1	$397K	Buy	13,825 +4,650	+51%	+$198K	0.04%	104
2019 Q4	$494K	Sell	9,175 -5,650	-38%	-$296K	0.04%	105
2019 Q3	$748K	Hold	14,825	–	–	0.06%	91
2019 Q2	$702K	Sell	14,825 -27,849	-65%	-$1.3M	0.03%	130
2019 Q1	$2.06M	Sell	42,674 -2,033	-5%	-$100K	0.09%	75
2018 Q4	$2.06M	Sell	44,707 -5,967	-12%	-$306K	0.1%	73
2018 Q3	$2.66M	Sell	50,674 -670	-1%	-$38.3K	0.11%	65
2018 Q2	$2.85M	Buy	51,344 +100	+0.2%	+$5.36K	0.13%	73
2018 Q1	$2.69M	Sell	51,244 -2,415	-5%	-$143K	0.13%	71
2017 Q4	$3.25M	Sell	53,659 -950	-2%	-$53.7K	0.15%	56
2017 Q3	$3.01M	Sell	54,609 -250	-0.5%	-$13.3K	0.15%	57
2017 Q2	$3.04M	Sell	54,859 -1,060	-2%	-$56.8K	0.14%	54
2017 Q1	$3.11M	Buy	55,919 +1,740	+3%	+$98.7K	0.14%	53
2016 Q4	$2.99M	Buy	54,179 +3,625	+7%	+$182K	0.14%	54
2016 Q3	$2.24M	Buy	50,554 +1,275	+3%	+$61K	0.1%	61
2016 Q2	$2.33M	Hold	49,279	–	–	0.11%	58
2016 Q1	$2.38M	Buy	49,279 +4,050	+9%	+$198K	0.11%	58
2015 Q4	$2.46M	Sell	45,229 -100	-0.2%	-$5.43K	0.12%	54
2015 Q3	$2.33M	Hold	45,329	–	–	0.11%	55
2015 Q2	$2.55M	Buy	45,329 +1,275	+3%	+$71.1K	0.12%	50
2015 Q1	$2.4M	Buy	44,054 +50	+0.1%	+$2.7K	0.11%	58
2014 Q4	$2.41M	Sell	44,004 -150	-0.3%	-$7.94K	0.11%	56
2014 Q3	$2.29M	Hold	44,154	–	–	0.13%	52
2014 Q2	$2.32M	Sell	44,154 -975	-2%	-$49K	0.14%	51
2014 Q1	$2.25M	Hold	45,129	–	–	0.14%	50
2013 Q4	$2.05M	Sell	45,129 -910	-2%	-$39.3K	0.12%	58
2013 Q3	$1.9M	Sell	46,039 -1,755	-4%	-$74.9K	0.13%	58
2013 Q2	$1.97M	Buy	+47,794	New	+$1.86M	0.14%	55

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

Sawgrass Asset Management's WFC Position: Q1 2026 in Review

Sawgrass Asset Management increased its Wells Fargo (WFC) stake by 5.6% in Q1 2026, buying an estimated $36.2K and bringing the position to 7,991 shares worth $636K. The position accounts for 0.1% of the portfolio, ranked #113.

Sawgrass Asset Management first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.25M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Sawgrass Asset Management held 7,991 shares of Wells Fargo worth $636K as of Q1 2026.
Sawgrass Asset Management bought 421 Wells Fargo shares in Q1 2026, an estimated $36.2K.
Wells Fargo made up 0.1% of Sawgrass Asset Management's portfolio in Q1 2026, its #113 holding.
Sawgrass Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
Sawgrass Asset Management's Wells Fargo position peaked at $3.25M in Q4 2017.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.