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Stoneridge Investment Partners’s Wells Fargo WFC Stock Holding History

Stoneridge Investment Partners’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 		$6.25M Buy
+78,459
New +$6.74M 4.52% 4
2025
Q4 		– Sell
-47,030
Closed -$3.94M – 164
2025
Q3 		$3.94M Buy
47,030
+14,308
+44% +$1.16M 2.7% 8
2025
Q2 		$2.62M Buy
32,722
+20,175
+161% +$1.45M 1.97% 14
2025
Q1 		$901K Buy
+12,547
New +$942K 0.76% 44
2024
Q4 		– Sell
-195,561
Closed -$11M – 165
2024
Q3 		$11M Buy
195,561
+176,787
+942% +$10M 4.11% 4
2024
Q2 		$1.11M Sell
18,774
-29,160
-61% -$1.72M 0.42% 68
2024
Q1 		$2.78M Sell
47,934
-68,269
-59% -$3.57M 1.06% 32
2023
Q4 		$5.72M Buy
116,203
+48,723
+72% +$2.1M 2.41% 11
2023
Q3 		$2.76M Buy
67,480
+54,262
+411% +$2.34M 1.3% 27
2023
Q2 		$564K Buy
+13,218
New +$532K 0.25% 77
2021
Q4 		– Sell
-11,841
Closed -$550K – 129
2021
Q3 		$550K Sell
11,841
-2,680
-18% -$124K 0.27% 80
2021
Q2 		$658K Sell
14,521
-91,501
-86% -$4.09M 0.32% 76
2021
Q1 		$4.14M Buy
106,022
+28,059
+36% +$993K 2.17% 11
2020
Q4 		$2.35M Buy
77,963
+35,253
+83% +$913K 1.36% 22
2020
Q3 		$1M Sell
42,710
-8,757
-17% -$216K 0.66% 52
2020
Q2 		$1.32M Sell
51,467
-71,271
-58% -$1.95M 0.55% 58
2020
Q1 		$3.52M Buy
122,738
+96,520
+368% +$4.1M 1.58% 20
2019
Q4 		$1.41M Sell
26,218
-400
-2% -$20.9K 0.48% 69
2019
Q3 		$1.34M Sell
26,618
-166,862
-86% -$7.86M 0.49% 71
2019
Q2 		$9.15M Buy
193,480
+97,281
+101% +$4.55M 3.25% 2
2019
Q1 		$4.65M Buy
96,199
+47,298
+97% +$2.33M 1.37% 23
2018
Q4 		$2.25M Sell
48,901
-95,943
-66% -$4.91M 0.71% 49
2018
Q3 		$7.61M Sell
144,844
-92,616
-39% -$5.29M 1.62% 13
2018
Q2 		$13.2M Sell
237,460
-30,878
-12% -$1.65M 2.54% 5
2018
Q1 		$14.1M Buy
268,338
+73,108
+37% +$4.34M 2.36% 6
2017
Q4 		$11.8M Sell
195,230
-20,281
-9% -$1.15M 1.89% 6
2017
Q3 		$11.9M Sell
215,511
-13,154
-6% -$699K 1.87% 6
2017
Q2 		$12.7M Sell
228,665
-310
-0.1% -$16.6K 1.89% 6
2017
Q1 		$12.7M Sell
228,975
-3,137
-1% -$178K 1.72% 4
2016
Q4 		$12.8M Sell
232,112
-51,680
-18% -$2.6M 1.74% 5
2016
Q3 		$12.6M Buy
283,792
+30,053
+12% +$1.44M 1.82% 5
2016
Q2 		$12M Buy
253,739
+7,976
+3% +$389K 1.79% 5
2016
Q1 		$11.9M Sell
245,763
-73,622
-23% -$3.6M 1.74% 4
2015
Q4 		$17.4M Sell
319,385
-6,700
-2% -$364K 2.34% 4
2015
Q3 		$16.7M Buy
326,085
+2,215
+0.7% +$122K 2.35% 1
2015
Q2 		$18.2M Sell
323,870
-24,321
-7% -$1.36M 2.25% 7
2015
Q1 		$18.9M Buy
348,191
+22,958
+7% +$1.24M 2.22% 5
2014
Q4 		$17.8M Sell
325,233
-3,500
-1% -$185K 2.35% 4
2014
Q3 		$17.1M Buy
328,733
+1,750
+0.5% +$90K 2.53% 4
2014
Q2 		$17.2M Sell
326,983
-49,656
-13% -$2.5M 2.57% 3
2014
Q1 		$18.7M Sell
376,639
-9,275
-2% -$432K 3.62% 1
2013
Q4 		$17.5M Buy
385,914
+10,850
+3% +$469K 3.36% 1
2013
Q3 		$15.5M Sell
375,064
-5,425
-1% -$232K 3.39% 3
2013
Q2 		$15.7M Buy
+380,489
New +$14.8M 3.66% 1

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

Stoneridge Investment Partners's WFC Position: Q1 2026 in Review

Stoneridge Investment Partners opened a new position in Wells Fargo (WFC) in Q1 2026: 78,459 shares worth $6.25M. The stake represents 4.52% of the portfolio and ranks #4 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in WFC as recently as Q3 2025.

Stoneridge Investment Partners first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $18.9M in Q1 2015. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Stoneridge Investment Partners held 78,459 shares of Wells Fargo worth $6.25M as of Q1 2026.
  • Wells Fargo was a new Stoneridge Investment Partners position in Q1 2026.
  • Wells Fargo made up 4.52% of Stoneridge Investment Partners's portfolio in Q1 2026, its #4 holding.
  • Stoneridge Investment Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
  • Stoneridge Investment Partners's Wells Fargo position peaked at $18.9M in Q1 2015.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.