Sustainable Insight Capital Management’s Wells Fargo WFC Stock Holding History

Sustainable Insight 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	–	Sell	-40,882	Closed	-$3.81M	–	93
2025 Q4	$3.81M	Sell	40,882 -11,000	-21%	-$955K	1.27%	22
2025 Q3	$4.35M	Buy	51,882 +24,256	+88%	+$1.97M	1.37%	22
2025 Q2	$2.21M	Sell	27,626 -40,678	-60%	-$2.93M	1%	25
2025 Q1	$4.9M	Sell	68,304 -5,896	-8%	-$443K	2.44%	14
2024 Q4	$5.21M	Buy	+74,200	New	+$5.07M	2.28%	15
2022 Q3	–	Sell	-4,900	Closed	-$213K	–	130
2022 Q2	$213K	Buy	4,900 +200	+4%	+$8.78K	0.21%	111
2022 Q1	$228K	Buy	+4,700	New	+$252K	0.16%	107
2021 Q4	–	Sell	-5,342	Closed	-$248K	–	138
2021 Q3	$248K	Buy	5,342 +185	+4%	+$8.56K	0.16%	93
2021 Q2	$234K	Sell	5,157 -1,043	-17%	-$46.6K	0.14%	109
2021 Q1	$242K	Buy	+6,200	New	+$219K	0.16%	96

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

Sustainable Insight Capital Management's WFC Position: Q1 2026 in Review

Sustainable Insight Capital Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 40,882 shares — an estimated $3.81M sold.

Sustainable Insight Capital Management first reported a position in WFC in Q1 2021 and held it in 10 quarters. The position peaked at $5.21M in Q4 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Sustainable Insight Capital Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
Sustainable Insight Capital Management sold 40,882 Wells Fargo shares in Q1 2026, an estimated $3.81M.
Sustainable Insight Capital Management first reported a position in Wells Fargo in Q1 2021 and held it in 10 quarters.
Sustainable Insight Capital Management's Wells Fargo position peaked at $5.21M in Q4 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.