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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
2017
Q1 		– Sell
-19,500
Closed -$1.07M – 849
2016
Q4 		$1.07M Buy
+19,500
New +$981K 0.02% 423
2016
Q1 		– Sell
-286,200
Closed -$15.5M – 863
2015
Q4 		$15.5M Buy
286,200
+200,000
+232% +$10.9M 0.35% 59
2015
Q3 		$4.42M Hold
86,200
– – 0.1% 151
2015
Q2 		$4.85M Buy
+86,200
New +$4.81M 0.1% 151

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.