SSI Investment Management’s Wells Fargo WFC Stock Holding History

SSI Investment 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	$323K	Hold	4,057	–	–	0.02%	203
2025 Q4	$378K	Hold	4,057	–	–	0.03%	208
2025 Q3	$340K	Hold	4,057	–	–	0.02%	212
2025 Q2	$325K	Sell	4,057 -2,805	-41%	-$202K	0.02%	220
2025 Q1	$493K	Sell	6,862 -3	-0%	-$225	0.04%	200
2024 Q4	$482K	Sell	6,865 -7	-0.1%	-$478	0.04%	208
2024 Q3	$388K	Sell	6,872 -6	-0.1%	-$339	0.03%	229
2024 Q2	$408K	Sell	6,878 -8	-0.1%	-$472	0.03%	204
2024 Q1	$399K	Sell	6,886 -31	-0.4%	-$1.62K	0.03%	210
2023 Q4	$340K	Sell	6,917 -11	-0.2%	-$475	0.03%	227
2023 Q3	$283K	Sell	6,928 -170	-2%	-$7.34K	0.02%	218
2023 Q2	$303K	Sell	7,098 -1,238	-15%	-$49.8K	0.02%	223
2023 Q1	$312K	Sell	8,336 -1,968	-19%	-$85.8K	0.02%	229
2022 Q4	$425K	Sell	10,304 -8	-0.1%	-$354	0.03%	241
2022 Q3	$414K	Buy	10,312 +25	+0.2%	+$1.07K	0.03%	231
2022 Q2	$404K	Sell	10,287 -80	-0.8%	-$3.51K	0.03%	240
2022 Q1	$503K	Sell	10,367 -120	-1%	-$6.42K	0.03%	230
2021 Q4	$503K	Sell	10,487 -30	-0.3%	-$1.48K	0.03%	227
2021 Q3	$488K	Buy	10,517 +44	+0.4%	+$2.04K	0.03%	231
2021 Q2	$474K	Sell	10,473 -49	-0.5%	-$2.19K	0.03%	236
2021 Q1	$411K	Sell	10,522 -5	-0%	-$177	0.03%	237
2020 Q4	$318K	Sell	10,527 -10	-0.1%	-$259	0.02%	230
2020 Q3	$247K	Sell	10,537 -292	-3%	-$7.2K	0.02%	237
2020 Q2	$278K	Buy	+10,829	New	+$296K	0.02%	221
2020 Q1	–	Sell	-9,464	Closed	-$508K	–	271
2019 Q4	$508K	Sell	9,464 -24	-0.3%	-$1.26K	0.03%	217
2019 Q3	$479K	Buy	9,488 +1,565	+20%	+$73.7K	0.03%	220
2019 Q2	$376K	Sell	7,923 -31	-0.4%	-$1.45K	0.03%	236
2019 Q1	$385K	Sell	7,954 -22	-0.3%	-$1.08K	0.03%	230
2018 Q4	$368K	Sell	7,976 -27	-0.3%	-$1.38K	0.03%	218
2018 Q3	$420K	Sell	8,003 -34	-0.4%	-$1.94K	0.03%	238
2018 Q2	$443K	Sell	8,037 -1,424	-15%	-$76.3K	0.04%	225
2018 Q1	$497K	Sell	9,461 -140	-1%	-$8.32K	0.04%	225
2017 Q4	$582K	Sell	9,601 -1,019	-10%	-$57.6K	0.05%	211
2017 Q3	$582K	Buy	10,620 +954	+10%	+$50.7K	0.05%	221
2017 Q2	$532K	Sell	9,666 -114	-1%	-$6.11K	0.05%	230
2017 Q1	$544K	Sell	9,780 -11	-0.1%	-$624	0.05%	220
2016 Q4	$538K	Sell	9,791 -3,713	-27%	-$187K	0.05%	213
2016 Q3	$596K	Sell	13,504 -181	-1%	-$8.66K	0.05%	207
2016 Q2	$647K	Buy	13,685 +303	+2%	+$14.8K	0.06%	195
2016 Q1	$648K	Sell	13,382 -2	-0%	-$98	0.07%	182
2015 Q4	$725K	Hold	13,384	–	–	0.07%	175
2015 Q3	$687K	Hold	13,384	–	–	0.07%	177
2015 Q2	$753K	Sell	13,384 -1,227	-8%	-$68.4K	0.07%	182
2015 Q1	$793K	Sell	14,611 -6,101	-29%	-$330K	0.07%	179
2014 Q4	$1.13M	Buy	20,712 +9,222	+80%	+$488K	0.12%	164
2014 Q3	$597K	Hold	11,490	–	–	0.06%	203
2014 Q2	$605K	Sell	11,490 -175	-2%	-$8.8K	0.06%	198
2014 Q1	$580K	Sell	11,665 -33,800	-74%	-$1.57M	0.06%	205
2013 Q4	$2.07M	Buy	45,465 +5,861	+15%	+$253K	0.18%	141
2013 Q3	$1.64M	Sell	39,604 -326	-0.8%	-$13.9K	0.15%	149
2013 Q2	$1.65M	Buy	+39,930	New	+$1.56M	0.16%	146

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SSI Investment Management's WFC Position: Q1 2026 in Review

SSI Investment Management held its Wells Fargo (WFC) position steady in Q1 2026 at 4,057 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #203.

SSI Investment Management first reported a position in WFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.07M in Q4 2013. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

SSI Investment Management held 4,057 shares of Wells Fargo worth $323K as of Q1 2026.
SSI Investment Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.02% of SSI Investment Management's portfolio in Q1 2026, its #203 holding.
SSI Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 51 quarters since.
SSI Investment Management's Wells Fargo position peaked at $2.07M in Q4 2013.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.