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StoneX Group’s Wells Fargo WFC Stock Holding History

StoneX Group’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 		$879K Sell
11,040
-4,491
-29% -$386K 0.05% 288
2025
Q4 		$1.45M Buy
15,531
+185
+1% +$16.1K 0.06% 256
2025
Q3 		$1.29M Sell
15,346
-2,011
-12% -$163K 0.06% 288
2025
Q2 		$1.39M Buy
17,357
+3,410
+24% +$246K 0.07% 252
2025
Q1 		$1M Sell
13,947
-1,279
-8% -$96K 0.05% 290
2024
Q4 		$1.07M Buy
+15,226
New +$1.04M 0.06% 269
2023
Q1 		– Sell
-5,458
Closed -$225K – 691
2022
Q4 		$225K Buy
+5,458
New +$242K 0.03% 376
2022
Q1 		– Sell
-14,236
Closed -$683K – 649
2021
Q4 		$683K Buy
14,236
+2,441
+21% +$120K 0.08% 243
2021
Q3 		$547K Sell
11,795
-502
-4% -$23.2K 0.08% 243
2021
Q2 		$557K Sell
12,297
-3,208
-21% -$143K 0.08% 235
2021
Q1 		$606K Sell
15,505
-941
-6% -$33.3K 0.11% 191
2020
Q4 		$496K Sell
16,446
-537
-3% -$13.9K 0.11% 191
2020
Q3 		$399K Buy
16,983
+8,628
+103% +$213K 0.13% 192
2020
Q2 		$214K Sell
8,355
-2,166
-21% -$59.3K 0.08% 260
2020
Q1 		$302K Buy
10,521
+2,883
+38% +$123K 0.16% 179
2019
Q4 		$411K Buy
7,638
+1,486
+24% +$77.8K 0.17% 173
2019
Q3 		$310K Buy
+6,152
New +$290K 0.19% 168
2017
Q3 		– Sell
-45,069
Closed -$2.5M – 360
2017
Q2 		$2.5M Buy
+45,069
New +$2.41M 0.78% 19
2017
Q1 		– Sell
-12,536
Closed -$691K – 74
2016
Q4 		$691K Buy
12,536
+242
+2% +$12.2K 1.21% 32
2016
Q3 		$544K Buy
+12,294
New +$588K 1.22% 34

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

StoneX Group's WFC Position: Q1 2026 in Review

StoneX Group reduced its Wells Fargo (WFC) stake by 29% in Q1 2026, selling an estimated $386K and leaving 11,040 shares worth $879K. The position accounts for 0.05% of the portfolio, ranked #288.

StoneX Group first reported a position in WFC in Q3 2016 and has held it in 20 quarters since. The position peaked at $2.5M in Q2 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • StoneX Group held 11,040 shares of Wells Fargo worth $879K as of Q1 2026.
  • StoneX Group sold 4,491 Wells Fargo shares in Q1 2026, an estimated $386K.
  • Wells Fargo made up 0.05% of StoneX Group's portfolio in Q1 2026, its #288 holding.
  • StoneX Group first reported a position in Wells Fargo in Q3 2016 and has held it in 20 quarters since.
  • StoneX Group's Wells Fargo position peaked at $2.5M in Q2 2017.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.