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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Scotia Capital's WFC Position: Q2 2026 in Review

Scotia Capital increased its Wells Fargo (WFC) stake by 2.8% in Q2 2026, buying an estimated $538K and bringing the position to 248,455 shares worth $20.5M. The position accounts for 0.08% of the portfolio, ranked #147.

Scotia Capital first reported a position in WFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.5M in Q2 2021. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Scotia Capital held 248,455 shares of Wells Fargo worth $20.5M as of Q2 2026.
Scotia Capital bought 6,695 Wells Fargo shares in Q2 2026, an estimated $538K.
Wells Fargo made up 0.08% of Scotia Capital's portfolio in Q2 2026, its #147 holding.
Scotia Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 53 quarters since.
Scotia Capital's Wells Fargo position peaked at $36.5M in Q2 2021.
2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.