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 Q3	$3.72M	Buy	46,456 +2,811	+6%	+$243K	0.8%	42
2026 Q2	$3.61M	Sell	43,645 -1,168	-3%	-$93.9K	0.78%	40
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SWS Partners's WFC Position: Q3 2026 in Review

SWS Partners increased its Wells Fargo (WFC) stake by 6.4% in Q3 2026, buying an estimated $243K and bringing the position to 46,456 shares worth $3.72M. The position accounts for 0.8% of the portfolio, ranked #42.

SWS Partners first reported a position in WFC in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.56M in Q4 2025. 1,948 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

SWS Partners held 46,456 shares of Wells Fargo worth $3.72M as of Q3 2026.
SWS Partners bought 2,811 Wells Fargo shares in Q3 2026, an estimated $243K.
Wells Fargo made up 0.8% of SWS Partners's portfolio in Q3 2026, its #42 holding.
SWS Partners first reported a position in Wells Fargo in Q4 2017 and has held it in 28 quarters since.
SWS Partners's Wells Fargo position peaked at $4.56M in Q4 2025.
1,948 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.