SCM
WFC icon

Sterneck Capital Management’s Wells Fargo WFC Stock Holding History

Sterneck 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 		$511K Hold
6,415
– – 0.23% 54
2025
Q4 		$598K Hold
6,415
– – 0.27% 45
2025
Q3 		$538K Hold
6,415
– – 0.25% 52
2025
Q2 		$514K Buy
6,415
+419
+7% +$30.2K 0.26% 54
2025
Q1 		$430K Sell
5,996
-1,200
-17% -$90.1K 0.23% 55
2024
Q4 		$505K Hold
7,196
– – 0.27% 45
2024
Q3 		$407K Sell
7,196
-2,548
-26% -$144K 0.22% 52
2024
Q2 		$579K Sell
9,744
-1,129
-10% -$66.7K 0.33% 45
2024
Q1 		$630K Sell
10,873
-18,720
-63% -$979K 0.38% 47
2023
Q4 		$1.46M Sell
29,593
-625
-2% -$27K 0.93% 30
2023
Q3 		$1.23M Sell
30,218
-2,104
-7% -$90.8K 0.82% 33
2023
Q2 		$1.38M Buy
32,322
+73
+0.2% +$2.94K 0.85% 31
2023
Q1 		$1.21M Buy
32,249
+92
+0.3% +$4.01K 0.76% 34
2022
Q4 		$1.33M Sell
32,157
-1,370
-4% -$60.6K 0.88% 31
2022
Q3 		$1.35M Buy
33,527
+484
+1% +$20.8K 0.95% 33
2022
Q2 		$1.29M Buy
33,043
+810
+3% +$35.5K 0.87% 33
2022
Q1 		$1.56M Sell
32,233
-153
-0.5% -$8.19K 0.94% 31
2021
Q4 		$1.55M Sell
32,386
-148
-0.5% -$7.29K 0.92% 29
2021
Q3 		$1.51M Buy
32,534
+14,741
+83% +$682K 0.96% 31
2021
Q2 		$810K Sell
17,793
-429
-2% -$19.2K 0.5% 44
2021
Q1 		$712K Sell
18,222
-1,026
-5% -$36.3K 0.5% 43
2020
Q4 		$581K Sell
19,248
-22,525
-54% -$583K 0.44% 42
2020
Q3 		$982K Buy
41,773
+454
+1% +$11.2K 0.83% 29
2020
Q2 		$1.06M Buy
41,319
+2,492
+6% +$68.2K 1% 26
2020
Q1 		$1.11M Buy
38,827
+3,331
+9% +$142K 1.12% 25
2019
Q4 		$1.91M Sell
35,496
-434
-1% -$22.7K 1.52% 20
2019
Q3 		$1.81M Sell
35,930
-1,229
-3% -$57.9K 1.65% 18
2019
Q2 		$1.76M Sell
37,159
-59
-0.2% -$2.76K 1.52% 19
2019
Q1 		$1.8M Buy
37,218
+3,855
+12% +$190K 1.57% 18
2018
Q4 		$1.54M Sell
33,363
-7,950
-19% -$407K 1.5% 19
2018
Q3 		$2.17M Sell
41,313
-4,295
-9% -$245K 1.56% 17
2018
Q2 		$2.53M Sell
45,608
-1,640
-3% -$87.9K 1.75% 16
2018
Q1 		$2.48M Sell
47,248
-1,972
-4% -$117K 1.46% 24
2017
Q4 		$2.99M Sell
49,220
-3,610
-7% -$204K 1.79% 16
2017
Q3 		$2.91M Buy
52,830
+12,550
+31% +$667K 1.67% 22
2017
Q2 		$2.23M Buy
40,280
+1,337
+3% +$71.6K 1.33% 31
2017
Q1 		$2.17M Sell
38,943
-415
-1% -$23.5K 1.29% 26
2016
Q4 		$2.17M Sell
39,358
-11,296
-22% -$568K 1.39% 26
2016
Q3 		$2.24M Buy
50,654
+41,953
+482% +$2.01M 1.49% 22
2016
Q2 		$412K Buy
8,701
+117
+1% +$5.7K 0.27% 91
2016
Q1 		$415K Sell
8,584
-280
-3% -$13.7K 0.29% 83
2015
Q4 		$482K Hold
8,864
– – 0.31% 72
2015
Q3 		$455K Hold
8,864
– – 0.3% 73
2015
Q2 		$499K Buy
8,864
+1,042
+13% +$58.1K 0.27% 82
2015
Q1 		$426K Sell
7,822
-77
-1% -$4.16K 0.23% 88
2014
Q4 		$433K Buy
7,899
+149
+2% +$7.89K 0.26% 77
2014
Q3 		$402K Sell
7,750
-2,911
-27% -$150K 0.24% 81
2014
Q2 		$560K Hold
10,661
– – 0.33% 72
2014
Q1 		$530K Sell
10,661
-400
-4% -$18.6K 0.29% 78
2013
Q4 		$502K Buy
11,061
+400
+4% +$17.3K 0.3% 77
2013
Q3 		$441K Sell
10,661
-67
-0.6% -$2.86K 0.28% 84
2013
Q2 		$443K Buy
+10,728
New +$418K 0.28% 93

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

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

Sterneck Capital Management held its Wells Fargo (WFC) position steady in Q1 2026 at 6,415 shares worth $511K. The position accounts for 0.23% of the portfolio, ranked #54.

Sterneck Capital Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.99M in Q4 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Sterneck Capital Management held 6,415 shares of Wells Fargo worth $511K as of Q1 2026.
  • Sterneck Capital Management left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.23% of Sterneck Capital Management's portfolio in Q1 2026, its #54 holding.
  • Sterneck Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Sterneck Capital Management's Wells Fargo position peaked at $2.99M in Q4 2017.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.