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
2018 Q1	–	Sell	-90,000	Closed	-$5.47M	–	754
2017 Q4	$5.47M	Hold	90,000	–	–	0.07%	152
2017 Q3	$4.96M	Sell	90,000 -25,000	-22%	-$1.33M	0.07%	157
2017 Q2	$6.37M	Hold	115,000	–	–	0.11%	124
2017 Q1	$6.4M	Hold	115,000	–	–	0.11%	127
2016 Q4	$6.34M	Hold	115,000	–	–	0.1%	143
2016 Q3	$5.09M	Buy	115,000 +30,000	+35%	+$1.44M	0.09%	155
2016 Q2	$4.03M	Hold	85,000	–	–	0.08%	162
2016 Q1	$4.11M	Sell	85,000 -140,000	-62%	-$6.85M	0.09%	139
2015 Q4	$12.2M	Buy	+225,000	New	+$12.2M	0.28%	72

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

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.