Theleme Partners’s Wells Fargo WFC Stock Holding History

Theleme 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
2021 Q1	–	Sell	-5,800,000	Closed	-$175M	–	17
2020 Q4	$175M	Hold	5,800,000	–	–	5.75%	6
2020 Q3	$136M	Hold	5,800,000	–	–	6.27%	6
2020 Q2	$148M	Hold	5,800,000	–	–	7.01%	4
2020 Q1	$166M	Buy	+5,800,000	New	+$247M	11.98%	4
2019 Q4	–	Sell	-5,400,000	Closed	-$272M	–	11
2019 Q3	$272M	Sell	5,400,000 -2,750,000	-34%	-$130M	12.6%	3
2019 Q2	$386M	Buy	+8,150,000	New	+$381M	18.71%	3
2019 Q1	–	Sell	-7,400,000	Closed	-$341M	–	11
2018 Q4	$341M	Buy	+7,400,000	New	+$379M	17.24%	4

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

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. 2,800 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.
2,800 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.