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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
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 $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

Sirios Capital Management's WFC Position: Q1 2026 in Review

Sirios Capital Management increased its Wells Fargo (WFC) stake by 0.26% in Q1 2026, buying an estimated $71.3K and bringing the position to 325,242 shares worth $25.9M. The position accounts for 3.14% of the portfolio, ranked #9.

Sirios Capital Management first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $48.3M in Q2 2021. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sirios Capital Management held 325,242 shares of Wells Fargo worth $25.9M as of Q1 2026.
  • Sirios Capital Management bought 830 Wells Fargo shares in Q1 2026, an estimated $71.3K.
  • Wells Fargo made up 3.14% of Sirios Capital Management's portfolio in Q1 2026, its #9 holding.
  • Sirios Capital Management first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
  • Sirios Capital Management's Wells Fargo position peaked at $48.3M in Q2 2021.
  • 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sirios Capital Management's 13F filing for Q1 2026, filed 15 May 2026.