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SCS Capital Management’s Wells Fargo WFC Stock Holding History

SCS Capital 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 		$1.51M Sell
19,019
-284
-1% -$24.4K 0.02% 230
2025
Q4 		$1.8M Buy
19,303
+2,320
+14% +$201K 0.02% 224
2025
Q3 		$1.42M Sell
16,983
-51,477
-75% -$4.17M 0.02% 247
2025
Q2 		$5.48M Buy
68,460
+27,952
+69% +$2.02M 0.06% 154
2025
Q1 		$2.91M Buy
+40,508
New +$3.04M 0.04% 164

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

SCS Capital Management's WFC Position: Q1 2026 in Review

SCS Capital Management reduced its Wells Fargo (WFC) stake by 1.5% in Q1 2026, selling an estimated $24.4K and leaving 19,019 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #230.

SCS Capital Management first reported a position in WFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.48M in Q2 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • SCS Capital Management held 19,019 shares of Wells Fargo worth $1.51M as of Q1 2026.
  • SCS Capital Management sold 284 Wells Fargo shares in Q1 2026, an estimated $24.4K.
  • Wells Fargo made up 0.02% of SCS Capital Management's portfolio in Q1 2026, its #230 holding.
  • SCS Capital Management first reported a position in Wells Fargo in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's Wells Fargo position peaked at $5.48M in Q2 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.