Strategic Global Advisors’s Wells Fargo WFC Stock Holding History

Strategic Global Advisors’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	$5.45M	Sell	68,439 -1,660	-2%	-$143K	0.87%	38
2025 Q4	$6.53M	Sell	70,099 -1,640	-2%	-$142K	1.01%	30
2025 Q3	$6.01M	Sell	71,739 -1,170	-2%	-$94.9K	0.91%	34
2025 Q2	$5.84M	Buy	72,909 +4,302	+6%	+$310K	0.95%	36
2025 Q1	$4.93M	Buy	+68,607	New	+$5.15M	0.97%	36
2017 Q2	–	Sell	-5,174	Closed	-$288K	–	178
2017 Q1	$288K	Hold	5,174	–	–	0.1%	144
2016 Q4	$285K	Sell	5,174 -16,040	-76%	-$807K	0.11%	133
2016 Q3	$1M	Hold	21,214	–	–	0.37%	77
2016 Q2	$1M	Sell	21,214 -3,920	-16%	-$191K	0.38%	76
2016 Q1	$1.22M	Sell	25,134 -5,570	-18%	-$273K	0.52%	64
2015 Q4	$1.67M	Buy	30,704 +1,625	+6%	+$88.2K	0.71%	45
2015 Q3	$1.49M	Buy	29,079 +12,325	+74%	+$678K	0.71%	51
2015 Q2	$942K	Buy	16,754 +1,610	+11%	+$89.8K	0.55%	43
2015 Q1	$824K	Sell	15,144 -10,744	-42%	-$581K	0.61%	43
2014 Q4	$1.42M	Buy	+25,888	New	+$1.37M	1.26%	14

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Global Advisors's WFC Position: Q1 2026 in Review

Strategic Global Advisors reduced its Wells Fargo (WFC) stake by 2.4% in Q1 2026, selling an estimated $143K and leaving 68,439 shares worth $5.45M. The position accounts for 0.87% of the portfolio, ranked #38.

Strategic Global Advisors first reported a position in WFC in Q4 2014 and has held it in 15 quarters since. The position peaked at $6.53M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Strategic Global Advisors held 68,439 shares of Wells Fargo worth $5.45M as of Q1 2026.
Strategic Global Advisors sold 1,660 Wells Fargo shares in Q1 2026, an estimated $143K.
Wells Fargo made up 0.87% of Strategic Global Advisors's portfolio in Q1 2026, its #38 holding.
Strategic Global Advisors first reported a position in Wells Fargo in Q4 2014 and has held it in 15 quarters since.
Strategic Global Advisors's Wells Fargo position peaked at $6.53M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.