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Sirios Capital Management’s Wells Fargo WFC Stock Holding History

Sirios 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
Q2 		$26.5M Sell
321,253
-3,989
-1% -$321K 3.23% 7
2026
Q1 		$25.9M Buy
325,242
+830
+0.3% +$71.3K 3.14% 9
2025
Q4 		$30.2M Sell
324,412
-59,619
-16% -$5.18M 3.76% 5
2025
Q3 		$32.2M Sell
384,031
-16,811
-4% -$1.36M 4.19% 3
2025
Q2 		$32.1M Buy
400,842
+89,273
+29% +$6.44M 4.66% 4
2025
Q1 		$22.4M Buy
311,569
+183,250
+143% +$13.8M 3.99% 6
2024
Q4 		$9.01M Sell
128,319
-74,647
-37% -$5.1M 1.62% 22
2024
Q3 		$11.5M Buy
202,966
+77,151
+61% +$4.36M 2.03% 18
2024
Q2 		$7.47M Sell
125,815
-1,693
-1% -$99.9K 1.3% 31
2024
Q1 		$7.39M Sell
127,508
-65,341
-34% -$3.42M 1.39% 32
2023
Q4 		$9.49M Sell
192,849
-124,116
-39% -$5.36M 1.94% 22
2023
Q3 		$13M Sell
316,965
-21,707
-6% -$937K 2.45% 14
2023
Q2 		$14.5M Sell
338,672
-163,522
-33% -$6.58M 2.5% 14
2023
Q1 		$18.8M Sell
502,194
-285,797
-36% -$12.5M 3.31% 6
2022
Q4 		$32.5M Sell
787,991
-117,171
-13% -$5.19M 5.99% 4
2022
Q3 		$36.4M Sell
905,162
-51,452
-5% -$2.21M 6.74% 1
2022
Q2 		$37.5M Buy
956,614
+128,366
+15% +$5.63M 6.77% 2
2022
Q1 		$40.1M Sell
828,248
-100,497
-11% -$5.38M 5.34% 3
2021
Q4 		$44.6M Sell
928,745
-85,239
-8% -$4.2M 5.1% 4
2021
Q3 		$47.1M Sell
1,013,984
-51,648
-5% -$2.39M 4.92% 3
2021
Q2 		$48.3M Buy
1,065,632
+37,339
+4% +$1.67M 4.2% 4
2021
Q1 		$40.2M Buy
+1,028,293
New +$36.4M 3.39% 6

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sirios Capital Management's WFC Position: Q2 2026 in Review

Sirios Capital Management reduced its Wells Fargo (WFC) stake by 1.2% in Q2 2026, selling an estimated $321K and leaving 321,253 shares worth $26.5M. The position accounts for 3.23% of the portfolio, ranked #7.

Sirios Capital Management first reported a position in WFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $48.3M in Q2 2021. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Sirios Capital Management held 321,253 shares of Wells Fargo worth $26.5M as of Q2 2026.
  • Sirios Capital Management sold 3,989 Wells Fargo shares in Q2 2026, an estimated $321K.
  • Wells Fargo made up 3.23% of Sirios Capital Management's portfolio in Q2 2026, its #7 holding.
  • Sirios Capital Management first reported a position in Wells Fargo in Q1 2021 and has held it in 22 quarters since.
  • Sirios Capital Management's Wells Fargo position peaked at $48.3M in Q2 2021.
  • 2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Sirios Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.