SAM
WFC icon

Smithbridge Asset Management’s Wells Fargo WFC Stock Holding History

Smithbridge Asset 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
-2,450
Closed -$228K – 209
2025
Q4 		$228K Buy
+2,450
New +$213K 0.02% 176
2020
Q1 		– Sell
-8,539
Closed -$459K – 81
2019
Q4 		$459K Hold
8,539
– – 0.24% 64
2019
Q3 		$431K Hold
8,539
– – 0.24% 64
2019
Q2 		$404K Hold
8,539
– – 0.23% 63
2019
Q1 		$413K Sell
8,539
-3,134
-27% -$154K 0.25% 64
2018
Q4 		$538K Hold
11,673
– – 0.38% 58
2018
Q3 		$614K Hold
11,673
– – 0.37% 58
2018
Q2 		$647K Sell
11,673
-676
-5% -$36.2K 0.41% 60
2018
Q1 		$647K Buy
12,349
+5
+0% +$297 0.43% 59
2017
Q4 		$749K Buy
12,344
+271
+2% +$15.3K 0.47% 60
2017
Q3 		$666K Buy
12,073
+3,134
+35% +$167K 0.47% 58
2017
Q2 		$495K Buy
8,939
+4,062
+83% +$218K 0.41% 51
2017
Q1 		$271K Hold
4,877
– – 0.24% 54
2016
Q4 		$269K Sell
4,877
-73,524
-94% -$3.7M 0.24% 53
2016
Q3 		$3.47M Buy
78,401
+1,677
+2% +$80.2K 3.11% 7
2016
Q2 		$3.63M Hold
76,724
– – 3.37% 6
2016
Q1 		$3.71M Sell
76,724
-4,400
-5% -$215K 3.45% 6
2015
Q4 		$4.41M Sell
81,124
-2,200
-3% -$119K 4.06% 5
2015
Q3 		$4.28M Sell
83,324
-2,300
-3% -$126K 4.06% 3
2015
Q2 		$4.82M Buy
85,624
+2,320
+3% +$129K 4.05% 2
2015
Q1 		$4.53M Sell
83,304
-200
-0.2% -$10.8K 3.74% 4
2014
Q4 		$4.58M Buy
83,504
+100
+0.1% +$5.29K 3.74% 3
2014
Q3 		$4.33M Sell
83,404
-1,500
-2% -$77.2K 3.62% 4
2014
Q2 		$4.46M Sell
84,904
-300
-0.4% -$15.1K 3.76% 3
2014
Q1 		$4.24M Sell
85,204
-1,295
-1% -$60.3K 3.85% 3
2013
Q4 		$3.93M Sell
86,499
-750
-0.9% -$32.4K 3.6% 3
2013
Q3 		$3.6M Sell
87,249
-586
-0.7% -$25K 3.42% 6
2013
Q2 		$3.63M Buy
+87,835
New +$3.42M 3.66% 2

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

Smithbridge Asset Management's WFC Position: Q1 2026 in Review

Smithbridge Asset Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 2,450 shares — an estimated $228K sold.

Smithbridge Asset Management first reported a position in WFC in Q2 2013 and held it in 28 quarters. The position peaked at $4.82M in Q2 2015. 2,804 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Smithbridge Asset Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Smithbridge Asset Management sold 2,450 Wells Fargo shares in Q1 2026, an estimated $228K.
  • Smithbridge Asset Management first reported a position in Wells Fargo in Q2 2013 and held it in 28 quarters.
  • Smithbridge Asset Management's Wells Fargo position peaked at $4.82M in Q2 2015.
  • 2,804 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.