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Stephens Inc’s Wells Fargo WFC Stock Holding History

Stephens Inc’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 		$6.77M Sell
83,680
-3,528
-4% -$303K 0.08% 228
2025
Q4 		$8.13M Buy
87,208
+310
+0.4% +$26.9K 0.1% 200
2025
Q3 		$7.28M Buy
86,898
+1,062
+1% +$86.1K 0.09% 219
2025
Q2 		$6.88M Buy
85,836
+2,224
+3% +$160K 0.09% 223
2025
Q1 		$6M Sell
83,612
-3,700
-4% -$278K 0.09% 240
2024
Q4 		$6.13M Sell
87,312
-206
-0.2% -$14.1K 0.09% 229
2024
Q3 		$4.94M Sell
87,518
-1,462
-2% -$82.7K 0.07% 272
2024
Q2 		$5.28M Sell
88,980
-6,838
-7% -$404K 0.08% 246
2024
Q1 		$5.55M Sell
95,818
-1,520
-2% -$79.5K 0.09% 241
2023
Q4 		$4.79M Buy
97,338
+1,931
+2% +$83.3K 0.08% 243
2023
Q3 		$3.9M Sell
95,407
-3,741
-4% -$162K 0.07% 263
2023
Q2 		$4.23M Buy
99,148
+22,744
+30% +$915K 0.08% 256
2023
Q1 		$2.86M Buy
76,404
+6,069
+9% +$265K 0.05% 316
2022
Q4 		$2.9M Sell
70,335
-22,082
-24% -$977K 0.06% 301
2022
Q3 		$3.72M Sell
92,417
-172,980
-65% -$7.43M 0.08% 256
2022
Q2 		$10.4M Sell
265,397
-18,776
-7% -$824K 0.21% 111
2022
Q1 		$13.8M Buy
284,173
+25,730
+10% +$1.38M 0.22% 98
2021
Q4 		$12.4M Sell
258,443
-40,681
-14% -$2M 0.19% 118
2021
Q3 		$13.9M Sell
299,124
-14,754
-5% -$683K 0.22% 111
2021
Q2 		$14.2M Buy
313,878
+168,941
+117% +$7.54M 0.21% 115
2021
Q1 		$5.68M Sell
144,937
-24,866
-15% -$880K 0.09% 224
2020
Q4 		$5.14M Sell
169,803
-2,867
-2% -$74.2K 0.09% 233
2020
Q3 		$4.06M Buy
172,670
+8,035
+5% +$198K 0.08% 244
2020
Q2 		$4.21M Sell
164,635
-31,306
-16% -$857K 0.09% 229
2020
Q1 		$5.62M Buy
195,941
+21,022
+12% +$894K 0.15% 151
2019
Q4 		$9.41M Sell
174,919
-3,049
-2% -$160K 0.2% 116
2019
Q3 		$8.98M Sell
177,968
-1,933
-1% -$91.1K 0.2% 120
2019
Q2 		$8.51M Buy
179,901
+10,253
+6% +$479K 0.19% 120
2019
Q1 		$8.2M Buy
169,648
+7,661
+5% +$377K 0.19% 119
2018
Q4 		$7.46M Sell
161,987
-10,938
-6% -$560K 0.21% 104
2018
Q3 		$9.09M Sell
172,925
-13,700
-7% -$782K 0.23% 100
2018
Q2 		$10.3M Buy
186,625
+519
+0.3% +$27.8K 0.31% 73
2018
Q1 		$9.75M Sell
186,106
-10,022
-5% -$595K 0.36% 63
2017
Q4 		$11.9M Sell
196,128
-8,732
-4% -$493K 0.45% 50
2017
Q3 		$11.3M Sell
204,860
-3,636
-2% -$193K 0.41% 49
2017
Q2 		$11.6M Buy
208,496
+3,015
+1% +$162K 0.4% 48
2017
Q1 		$11.4M Buy
205,481
+18,250
+10% +$1.04M 0.42% 46
2016
Q4 		$10.3M Sell
187,231
-17,869
-9% -$899K 0.42% 47
2016
Q3 		$9.08M Sell
205,100
-17,017
-8% -$814K 0.4% 48
2016
Q2 		$10.5M Buy
222,117
+11,237
+5% +$548K 0.47% 40
2016
Q1 		$10.2M Buy
210,880
+21,916
+12% +$1.07M 0.5% 35
2015
Q4 		$10.3M Buy
188,964
+18,974
+11% +$1.03M 0.52% 34
2015
Q3 		$8.73M Buy
169,990
+5,040
+3% +$277K 0.45% 36
2015
Q2 		$9.28M Buy
164,950
+19,921
+14% +$1.11M 0.42% 41
2015
Q1 		$7.89M Buy
145,029
+21,192
+17% +$1.15M 0.36% 52
2014
Q4 		$6.79M Buy
123,837
+13,551
+12% +$717K 0.32% 62
2014
Q3 		$5.72M Buy
110,286
+36,938
+50% +$1.9M 0.28% 71
2014
Q2 		$3.85M Buy
73,348
+2,018
+3% +$101K 0.19% 125
2014
Q1 		$3.55M Buy
71,330
+1,149
+2% +$53.5K 0.19% 135
2013
Q4 		$3.19M Buy
70,181
+1,392
+2% +$60.1K 0.16% 141
2013
Q3 		$2.84M Buy
68,789
+1,428
+2% +$61K 0.15% 137
2013
Q2 		$2.78M Buy
+67,361
New +$2.62M 0.16% 123

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

Stephens Inc's WFC Position: Q1 2026 in Review

Stephens Inc reduced its Wells Fargo (WFC) stake by 4% in Q1 2026, selling an estimated $303K and leaving 83,680 shares worth $6.77M. The position accounts for 0.08% of the portfolio, ranked #228.

Stephens Inc first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q2 2021. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Stephens Inc held 83,680 shares of Wells Fargo worth $6.77M as of Q1 2026.
  • Stephens Inc sold 3,528 Wells Fargo shares in Q1 2026, an estimated $303K.
  • Wells Fargo made up 0.08% of Stephens Inc's portfolio in Q1 2026, its #228 holding.
  • Stephens Inc first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Stephens Inc's Wells Fargo position peaked at $14.2M in Q2 2021.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.