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Sterling Investment Management’s Wells Fargo WFC Stock Holding History

Sterling 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 		– Sell
-15,071
Closed -$1.4M – 74
2025
Q4 		$1.4M Sell
15,071
-172
-1% -$14.9K 0.8% 33
2025
Q3 		$1.28M Sell
15,243
-52
-0.3% -$4.22K 0.77% 35
2025
Q2 		$1.23M Sell
15,295
-72
-0.5% -$5.19K 0.81% 35
2025
Q1 		$1.1M Sell
15,367
-439
-3% -$33K 0.79% 35
2024
Q4 		$1.11M Sell
15,806
-201
-1% -$13.7K 0.87% 37
2024
Q3 		$904K Sell
16,007
-1,124
-7% -$63.6K 0.69% 42
2024
Q2 		$1.02M Sell
17,131
-8,206
-32% -$484K 0.77% 38
2024
Q1 		$1.47M Sell
25,337
-482
-2% -$25.2K 1.04% 30
2023
Q4 		$1.27M Sell
25,819
-550
-2% -$23.7K 0.93% 35
2023
Q3 		$1.08M Sell
26,369
-452
-2% -$19.5K 0.96% 33
2023
Q2 		$1.14M Sell
26,821
-415
-2% -$16.7K 0.91% 36
2023
Q1 		$1.02M Sell
27,236
-444
-2% -$19.4K 0.81% 41
2022
Q4 		$1.14M Sell
27,680
-1,802
-6% -$79.8K 0.92% 38
2022
Q3 		$1.19M Sell
29,482
-8,308
-22% -$357K 1% 34
2022
Q2 		$1.48M Sell
37,790
-2,534
-6% -$111K 1.23% 23
2022
Q1 		$1.95M Sell
40,324
-2,054
-5% -$110K 1.37% 21
2021
Q4 		$2.03M Sell
42,378
-623
-1% -$30.7K 1.27% 27
2021
Q3 		$2M Sell
43,001
-8,825
-17% -$408K 1.27% 25
2021
Q2 		$2.35M Sell
51,826
-8,115
-14% -$362K 1.54% 22
2021
Q1 		$2.34M Sell
59,941
-3,461
-5% -$123K 1.6% 21
2020
Q4 		$1.91M Buy
63,402
+577
+0.9% +$14.9K 1.36% 27
2020
Q3 		$1.48M Sell
62,825
-1,150
-2% -$28.3K 1.1% 31
2020
Q2 		$1.64M Buy
+63,975
New +$1.75M 1.27% 27

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

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

Sterling Investment Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 15,071 shares — an estimated $1.4M sold.

Sterling Investment Management first reported a position in WFC in Q2 2020 and held it in 23 quarters. The position peaked at $2.35M in Q2 2021. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sterling Investment Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Sterling Investment Management sold 15,071 Wells Fargo shares in Q1 2026, an estimated $1.4M.
  • Sterling Investment Management first reported a position in Wells Fargo in Q2 2020 and held it in 23 quarters.
  • Sterling Investment Management's Wells Fargo position peaked at $2.35M in Q2 2021.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sterling Investment Management's 13F filing for Q1 2026, filed 4 May 2026.