Theleme Partners’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
Q1 | – | Sell |
-1,978,840
| Closed | -$184M | – | 10 |
|
|
2025
Q4 | $184M | Sell |
1,978,840
-755,000
| -28% | -$65.5M | 12.01% | 5 |
|
|
2025
Q3 | $229M | Buy |
2,733,840
+90,840
| +3% | +$7.37M | 14.65% | 2 |
|
|
2025
Q2 | $212M | Buy |
2,643,000
+520,000
| +24% | +$37.5M | 12.87% | 2 |
|
|
2025
Q1 | $152M | Sell |
2,123,000
-540,000
| -20% | -$40.5M | 11.98% | 3 |
|
|
2024
Q4 | $187M | Buy |
+2,663,000
| New | +$182M | 12.54% | 3 |
|
|
2024
Q3 | – | Sell |
-4,651,610
| Closed | -$276M | – | 12 |
|
|
2024
Q2 | $276M | Sell |
4,651,610
-1,255,000
| -21% | -$74.1M | 13.25% | 3 |
|
|
2024
Q1 | $342M | Sell |
5,906,610
-1,100,000
| -16% | -$57.6M | 17.35% | 3 |
|
|
2023
Q4 | $345M | Hold |
7,006,610
| – | – | 16.45% | 3 |
|
|
2023
Q3 | $286M | Sell |
7,006,610
-3,280,000
| -32% | -$142M | 14.38% | 3 |
|
|
2023
Q2 | $439M | Sell |
10,286,610
-850,000
| -8% | -$34.2M | 19.87% | 2 |
|
|
2023
Q1 | $416M | Sell |
11,136,610
-3,460,000
| -24% | -$151M | 17.9% | 2 |
|
|
2022
Q4 | $603M | Sell |
14,596,610
-400,000
| -3% | -$17.7M | 22.73% | 2 |
|
|
2022
Q3 | $603M | Sell |
14,996,610
-1,125,000
| -7% | -$48.3M | 29.42% | 2 |
|
|
2022
Q2 | $631M | Sell |
16,121,610
-2,135,000
| -12% | -$93.7M | 25.3% | 2 |
|
|
2022
Q1 | $885M | Buy |
18,256,610
+1,700,000
| +10% | +$91M | 28.26% | 2 |
|
|
2021
Q4 | $794M | Sell |
16,556,610
-3,571,237
| -18% | -$176M | 13.28% | 3 |
|
|
2021
Q3 | $934M | Hold |
20,127,847
| – | – | 26.67% | 2 |
|
|
2021
Q2 | $912M | Buy |
20,127,847
+500,000
| +3% | +$22.3M | 26.62% | 2 |
|
|
2021
Q1 | $767M | Sell |
19,627,847
-395,822
| -2% | -$14M | 25.66% | 2 |
|
|
2020
Q4 | $604M | Buy |
20,023,669
+7,690,000
| +62% | +$199M | 19.84% | 1 |
|
|
2020
Q3 | $290M | Buy |
12,333,669
+1,678,000
| +16% | +$41.4M | 13.32% | 2 |
|
|
2020
Q2 | $273M | Sell |
10,655,669
-370,000
| -3% | -$10.1M | 12.87% | 2 |
|
|
2020
Q1 | $316M | Sell |
11,025,669
-460,000
| -4% | -$19.6M | 22.77% | 1 |
|
|
2019
Q4 | $618M | Buy |
11,485,669
+1,160,000
| +11% | +$60.8M | 34.81% | 1 |
|
|
2019
Q3 | $521M | Hold |
10,325,669
| – | – | 24.1% | 1 |
|
|
2019
Q2 | $489M | Hold |
10,325,669
| – | – | 23.7% | 1 |
|
|
2019
Q1 | $499M | Buy |
10,325,669
+370,000
| +4% | +$18.2M | 29.79% | 2 |
|
|
2018
Q4 | $459M | Sell |
9,955,669
-172,802
| -2% | -$8.85M | 23.2% | 1 |
|
|
2018
Q3 | $532M | Buy |
10,128,471
+275,813
| +3% | +$15.7M | 29.16% | 1 |
|
|
2018
Q2 | $546M | Buy |
9,852,658
+1,637,000
| +20% | +$87.7M | 28.29% | 2 |
|
|
2018
Q1 | $431M | Buy |
8,215,658
+690,000
| +9% | +$41M | 21.63% | 2 |
|
|
2017
Q4 | $457M | Buy |
7,525,658
+300,000
| +4% | +$16.9M | 21.4% | 2 |
|
|
2017
Q3 | $398M | Hold |
7,225,658
| – | – | 20.61% | 3 |
|
|
2017
Q2 | $400M | Sell |
7,225,658
-904,317
| -11% | -$48.5M | 21.37% | 3 |
|
|
2017
Q1 | $453M | Buy |
8,129,975
+979,500
| +14% | +$55.6M | 24.15% | 3 |
|
|
2016
Q4 | $394M | Buy |
7,150,475
+334,800
| +5% | +$16.8M | 22.24% | 3 |
|
|
2016
Q3 | $302M | Sell |
6,815,675
-1,195,000
| -15% | -$57.2M | 21.75% | 3 |
|
|
2016
Q2 | $379M | Sell |
8,010,675
-656,700
| -8% | -$32M | 28.49% | 1 |
|
|
2016
Q1 | $419M | Buy |
8,667,375
+1,000
| +0% | +$49K | 28.13% | 1 |
|
|
2015
Q4 | $471M | Sell |
8,666,375
-760,000
| -8% | -$41.3M | 30.83% | 1 |
|
|
2015
Q3 | $484M | Buy |
9,426,375
+240,000
| +3% | +$13.2M | 34.03% | 1 |
|
|
2015
Q2 | $517M | Buy |
9,186,375
+190,000
| +2% | +$10.6M | 32.99% | 1 |
|
|
2015
Q1 | $489M | Buy |
8,996,375
+725,000
| +9% | +$39.2M | 32.84% | 1 |
|
|
2014
Q4 | $453M | Buy |
8,271,375
+335,000
| +4% | +$17.7M | 27.14% | 1 |
|
|
2014
Q3 | $412M | Sell |
7,936,375
-472,625
| -6% | -$24.3M | 27.3% | 1 |
|
|
2014
Q2 | $442M | Sell |
8,409,000
-425,000
| -5% | -$21.4M | 29.37% | 1 |
|
|
2014
Q1 | $439M | Buy |
8,834,000
+325,000
| +4% | +$15.1M | 28.66% | 1 |
|
|
2013
Q4 | $386M | Buy |
8,509,000
+79,000
| +0.9% | +$3.41M | 22.9% | 1 |
|
|
2013
Q3 | $348M | Buy |
8,430,000
+721,953
| +9% | +$30.8M | 23.51% | 1 |
|
|
2013
Q2 | $318M | Buy |
+7,708,047
| New | +$300M | 25.25% | 1 |
|
Other funds holding WFC
VCM
VPM
Theleme Partners's WFC Position: Q1 2026 in Review
Theleme Partners sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 1,978,840 shares — an estimated $184M sold.
Theleme Partners first reported a position in WFC in Q2 2013 and held it in 50 quarters. The position peaked at $934M in Q3 2021. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Theleme Partners reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
- Theleme Partners sold 1,978,840 Wells Fargo shares in Q1 2026, an estimated $184M.
- Theleme Partners first reported a position in Wells Fargo in Q2 2013 and held it in 50 quarters.
- Theleme Partners's Wells Fargo position peaked at $934M in Q3 2021.
- 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Theleme Partners's 13F filing for Q1 2026, filed 15 May 2026.