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 		$72.5M Sell
910,100
-693,400
-43% -$59.6M 0.05% 158
2025
Q4 		$149M Sell
1,603,500
-111,800
-7% -$9.71M 0.08% 95
2025
Q3 		$144M Sell
1,715,300
-734,400
-30% -$59.6M 0.07% 141
2025
Q2 		$196M Buy
2,449,700
+270,100
+12% +$19.5M 0.11% 91
2025
Q1 		$156M Sell
2,179,600
-427,200
-16% -$32.1M 0.1% 95
2024
Q4 		$183M Buy
2,606,800
+1,040,900
+66% +$71.1M 0.1% 96
2024
Q3 		$88.5M Sell
1,565,900
-178,600
-10% -$10.1M 0.05% 185
2024
Q2 		$104M Sell
1,744,500
-453,100
-21% -$26.7M 0.06% 152
2024
Q1 		$110M Sell
2,197,600
-171,900
-7% -$8.99M 0.06% 158
2023
Q4 		$117M Buy
2,369,500
+487,200
+26% +$21M 0.07% 153
2023
Q3 		$76.9M Sell
1,882,300
-1,439,700
-43% -$62.2M 0.06% 190
2023
Q2 		$142M Buy
3,322,000
+212,500
+7% +$8.55M 0.12% 87
2023
Q1 		$116M Buy
3,109,500
+225,500
+8% +$9.83M 0.1% 135
2022
Q4 		$119M Buy
2,884,000
+331,600
+13% +$14.7M 0.13% 110
2022
Q3 		$103M Sell
2,552,400
-81,700
-3% -$3.51M 0.12% 109
2022
Q2 		$103M Sell
2,634,100
-280,700
-10% -$12.3M 0.11% 114
2022
Q1 		$141M Buy
2,914,800
+852,300
+41% +$45.6M 0.13% 106
2021
Q4 		$99M Sell
2,062,500
-452,200
-18% -$22.3M 0.1% 146
2021
Q3 		$114M Buy
2,514,700
+24,000
+1% +$1.11M 0.11% 124
2021
Q2 		$113M Buy
+2,490,700
New +$111M 0.11% 120
2021
Q1 		– Sell
-11,546
Closed -$34.8M – 10165
2020
Q4 		$34.8M Sell
11,546
-7,283
-39% -$189K 0.05% 233
2020
Q3 		$44.3M Buy
18,829
+4,792
+34% +$118K 0.06% 175
2020
Q2 		$35.9M Buy
14,037
+5,921
+73% +$162K 0.06% 185
2020
Q1 		$23.3M Buy
8,116
+5,672
+232% +$241K 0.04% 214
2019
Q4 		$13.1M Sell
2,444
-819
-25% -$42.9K 0.03% 383
2019
Q3 		$16.5M Sell
3,263
-1,561
-32% -$73.5K 0.05% 274
2019
Q2 		$22.8M Sell
4,824
-1,205
-20% -$56.4K 0.06% 207
2019
Q1 		$29.1M Buy
6,029
+396
+7% +$19.5K 0.08% 154
2018
Q4 		$26M Buy
5,633
+2,250
+67% +$115K 0.08% 165
2018
Q3 		$17.8M Sell
3,383
-2,139
-39% -$122K 0.06% 224
2018
Q2 		$30.6M Sell
5,522
-515
-9% -$27.6K 0.12% 119
2018
Q1 		$1.76M Buy
6,037
+2,543
+73% +$151K 0.08% 217
2017
Q4 		$285K Sell
3,494
-453
-11% -$25.6K 0.01% 1037
2017
Q3 		$549K Sell
3,947
-2,755
-41% -$146K 0.02% 618
2017
Q2 		$782K Sell
6,702
-3,308
-33% -$177K 0.03% 458
2017
Q1 		$1.41M Buy
10,010
+1,867
+23% +$106K 0.06% 286
2016
Q4 		$690K Buy
8,143
+908
+13% +$45.7K 0.04% 395
2016
Q3 		$1.08M Buy
7,235
+2,550
+54% +$122K 0.07% 239
2016
Q2 		$544K Buy
4,685
+2,531
+118% +$123K 0.04% 487
2016
Q1 		$340K Buy
2,154
+797
+59% +$39K 0.03% 596
2015
Q4 		$131K Sell
1,357
-165
-11% -$8.96K 0.01% 1152
2015
Q3 		$244K Buy
1,522
+1,128
+286% +$62K 0.02% 799
2015
Q2 		$30K Sell
394
-317
-45% -$17.7K ﹤0.01% 2103
2015
Q1 		$96K Sell
711
-29
-4% -$1.57K 0.01% 1119
2014
Q4 		$78K Buy
+740
New +$39.2K 0.01% 1077

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.