Torray Investment 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 | $239K | Hold |
3,000
| – | – | 0.04% | 86 |
|
|
2025
Q4 | $280K | Hold |
3,000
| – | – | 0.04% | 88 |
|
|
2025
Q3 | $251K | Hold |
3,000
| – | – | 0.03% | 92 |
|
|
2025
Q2 | $240K | Hold |
3,000
| – | – | 0.03% | 96 |
|
|
2025
Q1 | $215K | Hold |
3,000
| – | – | 0.03% | 98 |
|
|
2024
Q4 | $211K | Buy |
+3,000
| New | +$205K | 0.03% | 98 |
|
|
2020
Q2 | – | Sell |
-255,030
| Closed | -$7.32M | – | 102 |
|
|
2020
Q1 | $7.32M | Hold |
255,030
| – | – | 1.62% | 25 |
|
|
2019
Q4 | $13.7M | Hold |
255,030
| – | – | 2.36% | 17 |
|
|
2019
Q3 | $12.9M | Buy |
255,030
+225
| +0.1% | +$10.6K | 1.4% | 41 |
|
|
2019
Q2 | $12.1M | Sell |
254,805
-6,336
| -2% | -$296K | 1.25% | 42 |
|
|
2019
Q1 | $12.6M | Sell |
261,141
-936
| -0.4% | -$46K | 1.33% | 40 |
|
|
2018
Q4 | $12.1M | Sell |
262,077
-822
| -0.3% | -$42.1K | 1.43% | 39 |
|
|
2018
Q3 | $13.8M | Sell |
262,899
-548
| -0.2% | -$31.3K | 1.38% | 40 |
|
|
2018
Q2 | $14.6M | Sell |
263,447
-1,912
| -0.7% | -$102K | 1.53% | 32 |
|
|
2018
Q1 | $13.9M | Buy |
265,359
+936
| +0.4% | +$55.6K | 1.44% | 36 |
|
|
2017
Q4 | $16M | Sell |
264,423
-7,905
| -3% | -$446K | 1.58% | 29 |
|
|
2017
Q3 | $15M | Buy |
272,328
+6,429
| +2% | +$342K | 1.49% | 35 |
|
|
2017
Q2 | $14.7M | Buy |
265,899
+291
| +0.1% | +$15.6K | 1.55% | 34 |
|
|
2017
Q1 | $14.8M | Buy |
265,608
+1,032
| +0.4% | +$58.6K | 1.55% | 32 |
|
|
2016
Q4 | $14.6M | Buy |
264,576
+178
| +0.1% | +$8.95K | 1.55% | 35 |
|
|
2016
Q3 | $11.7M | Buy |
264,398
+75
| +0% | +$3.59K | 1.28% | 47 |
|
|
2016
Q2 | $12.5M | Buy |
264,323
+1,264
| +0.5% | +$61.6K | 0.95% | 43 |
|
|
2016
Q1 | $12.7M | Buy |
263,059
+1,215
| +0.5% | +$59.5K | 0.66% | 37 |
|
|
2015
Q4 | $14.2M | Buy |
261,844
+1,015
| +0.4% | +$55.1K | 1.06% | 31 |
|
|
2015
Q3 | $13.4M | Hold |
260,829
| – | – | 0.98% | 32 |
|
|
2015
Q2 | $14.7M | Buy |
260,829
+253,570
| +3,493% | +$14.1M | 0.95% | 29 |
|
|
2015
Q1 | $395K | Sell |
7,259
-251,655
| -97% | -$13.6M | 0.05% | 36 |
|
|
2014
Q4 | $14.2M | Sell |
258,914
-86,286
| -25% | -$4.57M | 1.19% | 33 |
|
|
2014
Q3 | $17.9M | Hold |
345,200
| – | – | 1.63% | 28 |
|
|
2014
Q2 | $18.1M | Sell |
345,200
-36,700
| -10% | -$1.84M | 1.84% | 22 |
|
|
2014
Q1 | $19M | Buy |
381,900
+200
| +0.1% | +$9.32K | 3.22% | 2 |
|
|
2013
Q4 | $17.3M | Hold |
381,700
| – | – | 3.6% | 1 |
|
|
2013
Q3 | $15.8M | Hold |
381,700
| – | – | 3.4% | 2 |
|
|
2013
Q2 | $15.8M | Buy |
+381,700
| New | +$14.9M | 3.43% | 2 |
|
Other funds holding WFC
VCM
VPM
Torray Investment Partners's WFC Position: Q1 2026 in Review
Torray Investment Partners held its Wells Fargo (WFC) position steady in Q1 2026 at 3,000 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #86.
Torray Investment Partners first reported a position in WFC in Q2 2013 and has held it in 34 quarters since. The position peaked at $19M in Q1 2014. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Torray Investment Partners held 3,000 shares of Wells Fargo worth $239K as of Q1 2026.
- Torray Investment Partners left its Wells Fargo share count unchanged in Q1 2026.
- Wells Fargo made up 0.04% of Torray Investment Partners's portfolio in Q1 2026, its #86 holding.
- Torray Investment Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 34 quarters since.
- Torray Investment Partners's Wells Fargo position peaked at $19M in Q1 2014.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Torray Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.