T
WFC icon

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
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
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

TOBAM's WFC Position: Q1 2026 in Review

TOBAM increased its Wells Fargo (WFC) stake by 18% in Q1 2026, buying an estimated $9.53K and bringing the position to 719 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #217.

TOBAM first reported a position in WFC in Q3 2020 and has held it in 23 quarters since. The position peaked at $922K in Q1 2022. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • TOBAM held 719 shares of Wells Fargo worth $57K as of Q1 2026.
  • TOBAM bought 111 Wells Fargo shares in Q1 2026, an estimated $9.53K.
  • Wells Fargo made up 0.01% of TOBAM's portfolio in Q1 2026, its #217 holding.
  • TOBAM first reported a position in Wells Fargo in Q3 2020 and has held it in 23 quarters since.
  • TOBAM's Wells Fargo position peaked at $922K in Q1 2022.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on TOBAM's 13F filing for Q1 2026, filed 12 May 2026.