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Scotia Capital’s Wells Fargo WFC Stock Holding History

Scotia 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 		$19.2M Sell
241,760
-9,878
-4% -$848K 0.08% 146
2025
Q4 		$23.5M Buy
251,638
+5,791
+2% +$503K 0.09% 117
2025
Q3 		$20.6M Sell
245,847
-25,035
-9% -$2.03M 0.09% 133
2025
Q2 		$21.7M Sell
270,882
-1,504
-0.6% -$108K 0.1% 116
2025
Q1 		$19.6M Buy
272,386
+910
+0.3% +$68.3K 0.1% 120
2024
Q4 		$19.1M Buy
271,476
+11,737
+5% +$801K 0.1% 119
2024
Q3 		$14.7M Sell
259,739
-14,658
-5% -$829K 0.08% 145
2024
Q2 		$16.3M Sell
274,397
-37,090
-12% -$2.19M 0.1% 125
2024
Q1 		$18.1M Sell
311,487
-12,507
-4% -$654K 0.11% 116
2023
Q4 		$15.9M Sell
323,994
-107,430
-25% -$4.64M 0.1% 120
2023
Q3 		$17.6M Buy
431,424
+130
+0% +$5.61K 0.13% 108
2023
Q2 		$18.4M Sell
431,294
-6,835
-2% -$275K 0.13% 108
2023
Q1 		$16.4M Buy
438,129
+7,215
+2% +$314K 0.12% 116
2022
Q4 		$17.8M Sell
430,914
-96,652
-18% -$4.28M 0.14% 106
2022
Q3 		$21.2M Buy
527,566
+717
+0.1% +$30.8K 0.17% 90
2022
Q2 		$20.6M Buy
526,849
+5,719
+1% +$251K 0.15% 97
2022
Q1 		$25.3M Sell
521,130
-226,950
-30% -$12.1M 0.16% 93
2021
Q4 		$35.9M Buy
748,080
+8,234
+1% +$405K 0.24% 75
2021
Q3 		$34.3M Sell
739,846
-65,008
-8% -$3.01M 0.25% 74
2021
Q2 		$36.5M Buy
804,854
+68,683
+9% +$3.07M 0.27% 72
2021
Q1 		$28.8M Buy
736,171
+38,225
+5% +$1.35M 0.23% 78
2020
Q4 		$21.1M Sell
697,946
-98,226
-12% -$2.54M 0.19% 91
2020
Q3 		$18.7M Sell
796,172
-340,186
-30% -$8.38M 0.2% 90
2020
Q2 		$29.1M Buy
1,136,358
+281,614
+33% +$7.71M 0.41% 54
2020
Q1 		$24.5M Buy
854,744
+185,714
+28% +$7.89M 0.34% 63
2019
Q4 		$36M Buy
669,030
+63,685
+11% +$3.34M 0.4% 54
2019
Q3 		$30.5M Buy
605,345
+54,264
+10% +$2.56M 0.36% 54
2019
Q2 		$26.1M Buy
551,081
+111,801
+25% +$5.23M 0.32% 61
2019
Q1 		$21.2M Buy
439,280
+43,100
+11% +$2.12M 0.27% 66
2018
Q4 		$18.3M Buy
396,180
+3,284
+0.8% +$168K 0.27% 70
2018
Q3 		$20.7M Sell
392,896
-56,679
-13% -$3.24M 0.26% 69
2018
Q2 		$23.4M Buy
449,575
+5,722
+1% +$307K 0.33% 61
2018
Q1 		$23.3M Sell
443,853
-100,349
-18% -$5.96M 0.32% 61
2017
Q4 		$33M Sell
544,202
-20,004
-4% -$1.13M 0.44% 49
2017
Q3 		$31.1M Buy
564,206
+10,137
+2% +$539K 0.44% 50
2017
Q2 		$30.7M Buy
554,069
+32,009
+6% +$1.71M 0.52% 43
2017
Q1 		$29.1M Sell
522,060
-71,294
-12% -$4.05M 0.5% 44
2016
Q4 		$32.7M Sell
593,354
-1,108
-0.2% -$55.7K 0.52% 39
2016
Q3 		$26.4M Buy
594,462
+105,036
+21% +$5.03M 0.48% 42
2016
Q2 		$23.2M Buy
489,426
+3,654
+0.8% +$178K 0.47% 48
2016
Q1 		$23.5M Buy
485,772
+94,161
+24% +$4.61M 0.51% 43
2015
Q4 		$19.9M Sell
391,611
-2,089
-0.5% -$113K 0.45% 48
2015
Q3 		$20.2M Sell
393,700
-19,339
-5% -$1.06M 0.46% 43
2015
Q2 		$23.1M Buy
413,039
+30,164
+8% +$1.68M 0.46% 40
2015
Q1 		$20.8M Buy
382,875
+33,527
+10% +$1.81M 0.54% 41
2014
Q4 		$19.2M Buy
349,348
+7,163
+2% +$379K 0.5% 42
2014
Q3 		$17.8M Buy
342,185
+9,094
+3% +$468K 0.38% 49
2014
Q2 		$17.5M Buy
333,091
+12,782
+4% +$643K 0.38% 50
2014
Q1 		$15.9M Buy
320,309
+24,593
+8% +$1.15M 0.35% 52
2013
Q4 		$13.4M Buy
295,716
+26,849
+10% +$1.16M 0.32% 56
2013
Q3 		$11.1M Buy
268,867
+28,915
+12% +$1.23M 0.3% 56
2013
Q2 		$9.9M Buy
+239,952
New +$9.35M 0.38% 54

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

Scotia Capital's WFC Position: Q1 2026 in Review

Scotia Capital reduced its Wells Fargo (WFC) stake by 3.9% in Q1 2026, selling an estimated $848K and leaving 241,760 shares worth $19.2M. The position accounts for 0.08% of the portfolio, ranked #146.

Scotia Capital first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.5M in Q2 2021. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Scotia Capital held 241,760 shares of Wells Fargo worth $19.2M as of Q1 2026.
  • Scotia Capital sold 9,878 Wells Fargo shares in Q1 2026, an estimated $848K.
  • Wells Fargo made up 0.08% of Scotia Capital's portfolio in Q1 2026, its #146 holding.
  • Scotia Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Scotia Capital's Wells Fargo position peaked at $36.5M in Q2 2021.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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