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Searle & Co’s Wells Fargo WFC Stock Holding History

Searle & Co’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 		$469K Hold
5,887
– – 0.12% 125
2025
Q4 		$549K Hold
5,887
– – 0.14% 111
2025
Q3 		$493K Hold
5,887
– – 0.13% 115
2025
Q2 		$472K Hold
5,887
– – 0.13% 110
2025
Q1 		$423K Hold
5,887
– – 0.12% 119
2024
Q4 		$414K Buy
+5,887
New +$402K 0.12% 120
2015
Q3 		– Sell
-339
Closed -$19K – 257
2015
Q2 		$19K Hold
339
– – 0.02% 238
2015
Q1 		$18K Sell
339
-2,500
-88% -$135K 0.02% 248
2014
Q4 		$155K Buy
+2,839
New +$150K 0.13% 123

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

Searle & Co's WFC Position: Q1 2026 in Review

Searle & Co held its Wells Fargo (WFC) position steady in Q1 2026 at 5,887 shares worth $469K. The position accounts for 0.12% of the portfolio, ranked #125.

Searle & Co first reported a position in WFC in Q4 2014 and has held it in 9 quarters since. The position peaked at $549K in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Searle & Co held 5,887 shares of Wells Fargo worth $469K as of Q1 2026.
  • Searle & Co left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.12% of Searle & Co's portfolio in Q1 2026, its #125 holding.
  • Searle & Co first reported a position in Wells Fargo in Q4 2014 and has held it in 9 quarters since.
  • Searle & Co's Wells Fargo position peaked at $549K in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.