Sentry Investment Management’s Wells Fargo WFC Stock Holding History

Sentry Investment 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	–	Sell	-8,367	Closed	-$780K	–	486
2025 Q4	$780K	Hold	8,367	–	–	0.51%	30
2025 Q3	$667K	Buy	8,367 +46	+0.6%	+$3.73K	0.45%	33
2025 Q2	$679K	Hold	8,321	–	–	0.37%	45
2025 Q1	$517K	Buy	8,321 +1,898	+30%	+$143K	0.35%	52
2024 Q4	$451K	Sell	6,423 -1,046	-14%	-$71.4K	0.22%	101
2024 Q3	$422K	Sell	7,469 -2,026	-21%	-$115K	0.18%	126
2024 Q2	$564K	Sell	9,495 -11,345	-54%	-$670K	0.25%	89
2024 Q1	$1.21M	Buy	20,840 +6,287	+43%	+$329K	0.47%	40
2023 Q4	$716K	Sell	14,553 -6,655	-31%	-$287K	0.31%	71
2023 Q3	$867K	Sell	21,208 -5,137	-19%	-$222K	0.42%	42
2023 Q2	$1.12M	Sell	26,345 -464	-2%	-$18.7K	0.42%	46
2023 Q1	$1M	Buy	26,809 +5,778	+27%	+$252K	0.41%	49
2022 Q4	$868K	Sell	21,031 -5,062	-19%	-$224K	0.38%	54
2022 Q3	$1.05M	Hold	26,093	–	–	0.5%	38
2022 Q2	$1.02M	Sell	26,093 -5,971	-19%	-$262K	0.46%	45
2022 Q1	$1.55M	Buy	32,064 +17,575	+121%	+$941K	0.49%	40
2021 Q4	$695K	Sell	14,489 -23,443	-62%	-$1.15M	0.18%	136
2021 Q3	$1.76M	Sell	37,932 -4,306	-10%	-$199K	0.51%	36
2021 Q2	$1.91M	Buy	42,238 +14,243	+51%	+$636K	0.49%	41
2021 Q1	$1.09M	Sell	27,995 -233,532	-89%	-$8.27M	0.3%	80
2020 Q4	$7.89M	Buy	261,527 +172,837	+195%	+$4.47M	0.4%	63
2020 Q3	$2.08M	Sell	88,690 -135,508	-60%	-$3.34M	0.12%	171
2020 Q2	$5.74M	Buy	224,198 +107,629	+92%	+$2.94M	0.35%	69
2020 Q1	$3.35M	Sell	116,569 -128,426	-52%	-$5.46M	0.25%	103
2019 Q4	$13.2M	Sell	244,995 -8,014	-3%	-$420K	0.79%	23
2019 Q3	$12.8M	Hold	253,009	–	–	0.83%	24
2019 Q2	$12M	Sell	253,009 -940	-0.4%	-$44K	0.79%	24
2019 Q1	$12.3M	Sell	253,949 -28,908	-10%	-$1.42M	0.85%	23
2018 Q4	$13M	Sell	282,857 -10,605	-4%	-$543K	0.94%	18
2018 Q3	$15.4M	Sell	293,462 -478	-0.2%	-$27.3K	0.94%	16
2018 Q2	$16.3M	Sell	293,940 -31,259	-10%	-$1.67M	1.06%	12
2018 Q1	$17M	Sell	325,199 -34,430	-10%	-$2.05M	1.03%	13
2017 Q4	$21.8M	Sell	359,629 -219	-0.1%	-$12.4K	1.19%	12
2017 Q3	$19.8M	Sell	359,848 -3,019	-0.8%	-$160K	0.74%	20
2017 Q2	$20.1M	Buy	362,867 +19,259	+6%	+$1.03M	0.79%	19
2017 Q1	$19.1M	Sell	343,608 -24,564	-7%	-$1.39M	0.78%	21
2016 Q4	$20.3M	Sell	368,172 -355	-0.1%	-$17.9K	0.85%	18
2016 Q3	$16.3M	Buy	368,527 +5,122	+1%	+$245K	0.71%	24
2016 Q2	$17.2M	Hold	363,405	–	–	0.75%	21
2016 Q1	$17.6M	Hold	363,405	–	–	0.8%	18
2015 Q4	$19.8M	Buy	363,405 +49,069	+16%	+$2.66M	0.91%	16
2015 Q3	$16.1M	Sell	314,336 -11,500	-4%	-$632K	0.8%	21
2015 Q2	$18.3M	Sell	325,836 -23,063	-7%	-$1.29M	0.86%	17
2015 Q1	$19M	Buy	348,899 +26,100	+8%	+$1.41M	0.9%	18
2014 Q4	$17.7M	Buy	322,799 +26,521	+9%	+$1.4M	0.86%	17
2014 Q3	$15.4M	Sell	296,278 -20,884	-7%	-$1.07M	0.79%	17
2014 Q2	$16.7M	Buy	317,162 +1,188	+0.4%	+$59.7K	0.86%	17
2014 Q1	$15.7M	Hold	315,974	–	–	0.83%	16
2013 Q4	$14.3M	Sell	315,974 -21,292	-6%	-$920K	0.77%	18
2013 Q3	$13.9M	Buy	337,266 +85,700	+34%	+$3.66M	0.82%	19
2013 Q2	$10.4M	Buy	+251,566	New	+$9.8M	0.6%	19

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

Sentry Investment Management's WFC Position: Q1 2026 in Review

Sentry Investment Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 8,367 shares — an estimated $780K sold.

Sentry Investment Management first reported a position in WFC in Q2 2013 and held it in 51 quarters. The position peaked at $21.8M in Q4 2017. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Sentry Investment Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 8,367 Wells Fargo shares in Q1 2026, an estimated $780K.
Sentry Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 51 quarters.
Sentry Investment Management's Wells Fargo position peaked at $21.8M in Q4 2017.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.