TOBAM’s Wells Fargo WFC Stock Holding History

TOBAM’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 Q2	$20K	Sell	240 -479	-67%	-$38.5K	﹤0.01%	249
2026 Q1	$57K	Buy	719 +111	+18%	+$9.53K	0.01%	217
2025 Q4	$57K	Sell	608 -209	-26%	-$18.1K	0.01%	208
2025 Q3	$68K	Hold	817	–	–	0.02%	151
2025 Q2	$65K	Sell	817 -2,689	-77%	-$194K	0.03%	162
2025 Q1	$252K	Sell	3,506 -6,703	-66%	-$503K	0.11%	113
2024 Q4	$717K	Sell	10,209 -2,877	-22%	-$196K	0.22%	89
2024 Q3	$739K	Buy	13,086 +1,584	+14%	+$89.6K	0.13%	104
2024 Q2	$683K	Sell	11,502 -4,168	-27%	-$246K	0.11%	108
2024 Q1	$908K	Sell	15,670 -677	-4%	-$35.4K	0.08%	102
2023 Q4	$805K	Sell	16,347 -1,653	-9%	-$71.3K	0.07%	96
2023 Q3	$735K	Sell	18,000 -3,048	-14%	-$132K	0.06%	116
2023 Q2	$898K	Sell	21,048 -9	-0%	-$362	0.07%	111
2023 Q1	$787K	Hold	21,057	–	–	0.05%	123
2022 Q4	$869K	Buy	21,057 +1,642	+8%	+$72.7K	0.06%	111
2022 Q3	$781K	Sell	19,415 -743	-4%	-$31.9K	0.05%	125
2022 Q2	$790K	Buy	20,158 +1,135	+6%	+$49.8K	0.05%	141
2022 Q1	$922K	Buy	19,023 +6,700	+54%	+$359K	0.05%	146
2021 Q4	$591K	Sell	12,323 -1,833	-13%	-$90.2K	0.03%	139
2021 Q3	$657K	Hold	14,156	–	–	0.03%	136
2021 Q2	$641K	Hold	14,156	–	–	0.03%	142
2021 Q1	$553K	Hold	14,156	–	–	0.02%	137
2020 Q4	$427K	Buy	14,156 +874	+7%	+$22.6K	0.02%	150
2020 Q3	$312K	Buy	+13,282	New	+$327K	0.02%	148

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TOBAM's WFC Position: Q2 2026 in Review

TOBAM reduced its Wells Fargo (WFC) stake by 67% in Q2 2026, selling an estimated $38.5K and leaving 240 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

TOBAM first reported a position in WFC in Q3 2020 and has held it in 24 quarters since. The position peaked at $922K in Q1 2022. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

TOBAM held 240 shares of Wells Fargo worth $20K as of Q2 2026.
TOBAM sold 479 Wells Fargo shares in Q2 2026, an estimated $38.5K.
Wells Fargo made up ﹤0.01% of TOBAM's portfolio in Q2 2026, its #249 holding.
TOBAM first reported a position in Wells Fargo in Q3 2020 and has held it in 24 quarters since.
TOBAM's Wells Fargo position peaked at $922K in Q1 2022.
2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.