Simplex Trading
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Simplex Trading’s Wells Fargo WFC Stock Holding History

Simplex Trading’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 		$81M Buy
1,017,200
+79,000
+8% +$6.79M 0.05% 140
2025
Q4 		$87.4M Sell
938,200
-324,000
-26% -$28.1M 0.05% 177
2025
Q3 		$106M Sell
1,262,200
-1,242,800
-50% -$101M 0.05% 175
2025
Q2 		$201M Buy
2,505,000
+809,000
+48% +$58.3M 0.11% 88
2025
Q1 		$122M Sell
1,696,000
-206,600
-11% -$15.5M 0.08% 119
2024
Q4 		$134M Sell
1,902,600
-203,900
-10% -$13.9M 0.07% 134
2024
Q3 		$119M Buy
2,106,500
+4,200
+0.2% +$238K 0.07% 133
2024
Q2 		$125M Sell
2,102,300
-317,600
-13% -$18.7M 0.08% 122
2024
Q1 		$140M Buy
2,419,900
+625,100
+35% +$32.7M 0.08% 115
2023
Q4 		$88.3M Sell
1,794,800
-187,800
-9% -$8.1M 0.06% 203
2023
Q3 		$81M Sell
1,982,600
-2,600
-0.1% -$112K 0.06% 175
2023
Q2 		$84.7M Sell
1,985,200
-600,400
-23% -$24.2M 0.07% 171
2023
Q1 		$96.6M Buy
2,585,600
+799,900
+45% +$34.9M 0.08% 164
2022
Q4 		$73.7M Sell
1,785,700
-548,200
-23% -$24.3M 0.08% 203
2022
Q3 		$93.9M Sell
2,333,900
-277,000
-11% -$11.9M 0.11% 128
2022
Q2 		$102M Buy
2,610,900
+376,100
+17% +$16.5M 0.11% 116
2022
Q1 		$108M Buy
2,234,800
+175,500
+9% +$9.39M 0.1% 139
2021
Q4 		$98.8M Sell
2,059,300
-715,000
-26% -$35.2M 0.1% 148
2021
Q3 		$126M Buy
2,774,300
+48,300
+2% +$2.24M 0.12% 106
2021
Q2 		$123M Buy
+2,726,000
New +$122M 0.12% 106
2021
Q1 		– Sell
-23,655
Closed -$71.4M – 10163
2020
Q4 		$71.4M Sell
23,655
-957
-4% -$24.8K 0.09% 124
2020
Q3 		$57.9M Buy
24,612
+7,498
+44% +$185K 0.08% 143
2020
Q2 		$43.8M Buy
17,114
+6,179
+57% +$169K 0.07% 155
2020
Q1 		$31.4M Buy
10,935
+6,166
+129% +$262K 0.06% 177
2019
Q4 		$25.7M Sell
4,769
-1,465
-24% -$76.7K 0.06% 229
2019
Q3 		$31.4M Buy
6,234
+1,022
+20% +$48.1K 0.09% 152
2019
Q2 		$24.7M Sell
5,212
-901
-15% -$42.1K 0.07% 192
2019
Q1 		$29.5M Sell
6,113
-972
-14% -$47.8K 0.08% 152
2018
Q4 		$32.6M Buy
7,085
+3,049
+76% +$156K 0.1% 128
2018
Q3 		$21.2M Sell
4,036
-776
-16% -$44.3K 0.07% 201
2018
Q2 		$26.7M Buy
4,812
+2,056
+75% +$110K 0.1% 131
2018
Q1 		$283K Sell
2,756
-4,003
-59% -$238K 0.01% 1017
2017
Q4 		$1.47M Buy
6,759
+3,882
+135% +$219K 0.06% 269
2017
Q3 		$746K Sell
2,877
-1,739
-38% -$92.4K 0.03% 486
2017
Q2 		$1.09M Sell
4,616
-41
-0.9% -$2.2K 0.05% 335
2017
Q1 		$1.65M Sell
4,657
-5,031
-52% -$285K 0.07% 244
2016
Q4 		$4.15M Buy
9,688
+5,288
+120% +$266K 0.25% 69
2016
Q3 		$503K Sell
4,400
-1,321
-23% -$63.2K 0.03% 498
2016
Q2 		$669K Buy
5,721
+1,824
+47% +$88.9K 0.04% 412
2016
Q1 		$457K Buy
3,897
+1,605
+70% +$78.6K 0.04% 487
2015
Q4 		$1.01M Buy
2,292
+608
+36% +$33K 0.08% 211
2015
Q3 		$385K Buy
1,684
+22
+1% +$1.21K 0.03% 552
2015
Q2 		$409K Buy
1,662
+931
+127% +$51.9K 0.03% 464
2015
Q1 		$279K Sell
731
-519
-42% -$28K 0.03% 558
2014
Q4 		$647K Buy
+1,250
New +$66.2K 0.08% 213

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

Simplex Trading's WFC Position: Q1 2026 in Review

Simplex Trading opened a new position in Wells Fargo (WFC) in Q1 2026: 22,945 shares worth $1.83M. The stake represents ﹤0.01% of the portfolio and ranks #1901 among its holdings. This is a return to the name: Simplex Trading previously reported a position in WFC as recently as Q3 2025.

Simplex Trading first reported a position in WFC in Q3 2015 and has held it in 26 quarters since. The position peaked at $21.3M in Q2 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Simplex Trading held 22,945 shares of Wells Fargo worth $1.83M as of Q1 2026.
  • Wells Fargo was a new Simplex Trading position in Q1 2026.
  • Wells Fargo made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1901 holding.
  • Simplex Trading first reported a position in Wells Fargo in Q3 2015 and has held it in 26 quarters since.
  • Simplex Trading's Wells Fargo position peaked at $21.3M in Q2 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.