Swiss Life Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.6M | Sell |
370,053
-43,502
| -11% | -$3.5M | 0.13% | 134 |
|
|
2026
Q1 | $35.4M | Buy |
413,555
+62,988
| +18% | +$5.41M | 0.17% | 106 |
|
|
2025
Q4 | $32.7M | Buy |
350,567
+14,168
| +4% | +$1.23M | 0.17% | 105 |
|
|
2025
Q3 | $28.2M | Buy |
336,399
+30,396
| +10% | +$2.46M | 0.15% | 110 |
|
|
2025
Q2 | $24.5M | Buy |
306,003
+34,672
| +13% | +$2.5M | 0.14% | 111 |
|
|
2025
Q1 | $19.5M | Buy |
271,331
+50,325
| +23% | +$3.78M | 0.14% | 126 |
|
|
2024
Q4 | $15.5M | Buy |
221,006
+96,620
| +78% | +$6.6M | 0.11% | 136 |
|
|
2024
Q3 | $7.02M | Sell |
124,386
-15,910
| -11% | -$900K | 0.08% | 214 |
|
|
2024
Q2 | $8.33M | Buy |
140,296
+41,098
| +41% | +$2.43M | 0.1% | 182 |
|
|
2024
Q1 | $5.75M | Sell |
99,198
-386,003
| -80% | -$20.2M | 0.08% | 212 |
|
|
2023
Q4 | $23.9M | Buy |
485,201
+219,434
| +83% | +$9.47M | 0.29% | 70 |
|
|
2023
Q3 | $10.9M | Sell |
265,767
-1,860
| -0.7% | -$80.3K | 0.17% | 143 |
|
|
2023
Q2 | $11.4M | Sell |
267,627
-24,248
| -8% | -$976K | 0.17% | 153 |
|
|
2023
Q1 | $10.9M | Buy |
291,875
+15,722
| +6% | +$685K | 0.16% | 157 |
|
|
2022
Q4 | $11.4M | Buy |
276,153
+3,687
| +1% | +$163K | 0.19% | 141 |
|
|
2022
Q3 | $11M | Sell |
272,466
-978
| -0.4% | -$42K | 0.19% | 141 |
|
|
2022
Q2 | $10.7M | Sell |
273,444
-99,510
| -27% | -$4.37M | 0.17% | 140 |
|
|
2022
Q1 | $18.1M | Sell |
372,954
-60,513
| -14% | -$3.24M | 0.25% | 89 |
|
|
2021
Q4 | $20.8M | Sell |
433,467
-39,784
| -8% | -$1.96M | 0.27% | 81 |
|
|
2021
Q3 | $22M | Buy |
473,251
+44,387
| +10% | +$2.05M | 0.3% | 67 |
|
|
2021
Q2 | $17.8M | Buy |
428,864
+395,929
| +1,202% | +$17.7M | 0.18% | 99 |
|
|
2021
Q1 | $1.29M | Buy |
+32,935
| New | +$1.17M | 0.02% | 430 |
|
|
2018
Q4 | – | Sell |
-9,930
| Closed | -$522K | – | 469 |
|
|
2018
Q3 | $522K | Sell |
9,930
-243,814
| -96% | -$13.9M | 0.01% | 440 |
|
|
2018
Q2 | $14.1M | Sell |
253,744
-183,015
| -42% | -$9.8M | 0.21% | 114 |
|
|
2018
Q1 | $22.9M | Sell |
436,759
-122,275
| -22% | -$7.26M | 0.4% | 75 |
|
|
2017
Q4 | $33.9M | Buy |
559,034
+83,097
| +17% | +$4.69M | 0.76% | 37 |
|
|
2017
Q3 | $26.2M | Buy |
475,937
+21,334
| +5% | +$1.13M | 0.7% | 43 |
|
|
2017
Q2 | $25.2M | Buy |
454,603
+197
| +0% | +$10.6K | 0.65% | 39 |
|
|
2017
Q1 | $25.3M | Buy |
454,406
+6,424
| +1% | +$364K | 0.68% | 35 |
|
|
2016
Q4 | $24.7M | Sell |
447,982
-13,536
| -3% | -$681K | 0.83% | 28 |
|
|
2016
Q3 | $20.4M | Buy |
461,518
+18,643
| +4% | +$892K | 0.7% | 32 |
|
|
2016
Q2 | $21M | Buy |
442,875
+1,393
| +0.3% | +$67.9K | 0.86% | 24 |
|
|
2016
Q1 | $21.4M | Sell |
441,482
-7,838
| -2% | -$384K | 0.9% | 17 |
|
|
2015
Q4 | $24.4M | Buy |
449,320
+7,838
| +2% | +$426K | 1.09% | 10 |
|
|
2015
Q3 | $22.7M | Buy |
441,482
+45,510
| +11% | +$2.5M | 1.1% | 10 |
|
|
2015
Q2 | $22.3M | Sell |
395,972
-8,335
| -2% | -$465K | 0.78% | 13 |
|
|
2015
Q1 | $22M | Buy |
+404,307
| New | +$21.8M | 0.89% | 13 |
|
Other funds holding WFC
N
Swiss Life Asset Management's WFC Position: Q2 2026 in Review
Swiss Life Asset Management reduced its Wells Fargo (WFC) stake by 11% in Q2 2026, selling an estimated $3.5M and leaving 370,053 shares worth $30.6M. The position accounts for 0.13% of the portfolio, ranked #134.
Swiss Life Asset Management first reported a position in WFC in Q1 2015 and has held it in 37 quarters since. The position peaked at $35.4M in Q1 2026. 2,381 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Swiss Life Asset Management held 370,053 shares of Wells Fargo worth $30.6M as of Q2 2026.
- Swiss Life Asset Management sold 43,502 Wells Fargo shares in Q2 2026, an estimated $3.5M.
- Wells Fargo made up 0.13% of Swiss Life Asset Management's portfolio in Q2 2026, its #134 holding.
- Swiss Life Asset Management first reported a position in Wells Fargo in Q1 2015 and has held it in 37 quarters since.
- Swiss Life Asset Management's Wells Fargo position peaked at $35.4M in Q1 2026.
- 2,381 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.