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SWS Partners’s Wells Fargo WFC Stock Holding History

SWS 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 		$3.57M Sell
44,813
-4,093
-8% -$352K 0.88% 37
2025
Q4 		$4.56M Buy
48,906
+3,829
+8% +$332K 1.1% 24
2025
Q3 		$3.78M Buy
45,077
+2,415
+6% +$196K 0.92% 30
2025
Q2 		$3.42M Sell
42,662
-1,823
-4% -$131K 0.92% 32
2025
Q1 		$3.19M Sell
44,485
-1,203
-3% -$90.3K 1.05% 25
2024
Q4 		$3.21M Sell
45,688
-1,480
-3% -$101K 0.97% 29
2024
Q3 		$2.66M Sell
47,168
-19,691
-29% -$1.11M 0.85% 38
2024
Q2 		$3.96M Sell
66,859
-2,648
-4% -$156K 1.18% 20
2024
Q1 		$4.03M Buy
69,507
+3,231
+5% +$169K 1.2% 22
2023
Q4 		$3.26M Sell
66,276
-6,041
-8% -$261K 1.06% 31
2023
Q3 		$2.95M Buy
72,317
+4,741
+7% +$205K 1.09% 30
2023
Q2 		$2.88M Sell
67,576
-542
-0.8% -$21.8K 1.04% 33
2023
Q1 		$2.55M Sell
68,118
-2,265
-3% -$98.7K 0.95% 34
2022
Q4 		$2.91M Buy
70,383
+10,460
+17% +$463K 1.38% 20
2022
Q3 		$2.41M Sell
59,923
-2,791
-4% -$120K 1.12% 26
2022
Q2 		$2.46M Buy
62,714
+1,721
+3% +$75.5K 2.07% 10
2022
Q1 		$2.97M Sell
60,993
-2,407
-4% -$129K 1.94% 12
2021
Q4 		$3.04M Buy
63,400
+4,833
+8% +$238K 1.73% 17
2021
Q3 		$2.72M Buy
58,567
+895
+2% +$41.4K 1.68% 17
2021
Q2 		$2.61M Sell
57,672
-4,669
-7% -$208K 1.7% 17
2021
Q1 		$2.44M Sell
62,341
-511
-0.8% -$18.1K 1.68% 16
2020
Q4 		$1.9M Sell
62,852
-69
-0.1% -$1.79K 0.85% 41
2020
Q3 		$1.48M Buy
62,921
+15,793
+34% +$389K 0.74% 44
2020
Q2 		$1.14M Buy
+47,128
New +$1.29M 1.46% 26
2018
Q2 		– Sell
-27,660
Closed -$1.42M – 314
2018
Q1 		$1.42M Sell
27,660
-1,561
-5% -$92.7K 1.05% 44
2017
Q4 		$1.77M Buy
+29,221
New +$1.65M 1.33% 25

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

SWS Partners's WFC Position: Q1 2026 in Review

SWS Partners reduced its Wells Fargo (WFC) stake by 8.4% in Q1 2026, selling an estimated $352K and leaving 44,813 shares worth $3.57M. The position accounts for 0.88% of the portfolio, ranked #37.

SWS Partners first reported a position in WFC in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.56M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • SWS Partners held 44,813 shares of Wells Fargo worth $3.57M as of Q1 2026.
  • SWS Partners sold 4,093 Wells Fargo shares in Q1 2026, an estimated $352K.
  • Wells Fargo made up 0.88% of SWS Partners's portfolio in Q1 2026, its #37 holding.
  • SWS Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 26 quarters since.
  • SWS Partners's Wells Fargo position peaked at $4.56M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on SWS Partners's 13F filing for Q1 2026, filed 21 Apr 2026.