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Tower Bridge Advisors’s Wells Fargo WFC Stock Holding History

Tower Bridge Advisors’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 		$3.26M Hold
40,926
– – 0.31% 79
2025
Q4 		$3.81M Sell
40,926
-1,750
-4% -$152K 0.39% 64
2025
Q3 		$3.58M Buy
42,676
+3,800
+10% +$308K 0.36% 70
2025
Q2 		$3.11M Buy
38,876
+400
+1% +$28.8K 0.33% 74
2025
Q1 		$2.76M Buy
38,476
+3,030
+9% +$227K 0.31% 79
2024
Q4 		$2.49M Sell
35,446
-1,200
-3% -$81.9K 0.27% 84
2024
Q3 		$2.07M Sell
36,646
-3,075
-8% -$174K 0.21% 94
2024
Q2 		$2.36M Sell
39,721
-750
-2% -$44.3K 0.26% 87
2024
Q1 		$2.35M Sell
40,471
-90,667
-69% -$4.74M 0.24% 96
2023
Q4 		$6.45M Sell
131,138
-1,315
-1% -$56.7K 0.56% 56
2023
Q3 		$5.41M Buy
132,453
+11,944
+10% +$516K 0.5% 60
2023
Q2 		$5.14M Sell
120,509
-2,351
-2% -$94.6K 0.47% 64
2023
Q1 		$4.59M Buy
122,860
+105,635
+613% +$4.6M 0.38% 75
2022
Q4 		$711K Buy
17,225
+875
+5% +$38.7K 0.06% 161
2022
Q3 		$658K Sell
16,350
-3,300
-17% -$142K 0.06% 162
2022
Q2 		$770K Sell
19,650
-300
-2% -$13.2K 0.06% 153
2022
Q1 		$967K Sell
19,950
-800
-4% -$42.8K 0.06% 160
2021
Q4 		$996K Hold
20,750
– – 0.06% 161
2021
Q3 		$963K Sell
20,750
-200
-1% -$9.26K 0.06% 157
2021
Q2 		$949K Buy
20,950
+8,300
+66% +$371K 0.06% 157
2021
Q1 		$494K Sell
12,650
-9,594
-43% -$340K 0.04% 180
2020
Q4 		$671K Buy
22,244
+4,698
+27% +$122K 0.05% 162
2020
Q3 		$413K Hold
17,546
– – 0.04% 143
2020
Q2 		$449K Sell
17,546
-3,800
-18% -$104K 0.05% 139
2020
Q1 		$613K Hold
21,346
– – 0.08% 123
2019
Q4 		$1.15M Buy
21,346
+3,800
+22% +$199K 0.12% 112
2019
Q3 		$949K Sell
17,546
-2,887
-14% -$136K 0.1% 121
2019
Q2 		$967K Buy
20,433
+75
+0.4% +$3.51K 0.11% 123
2019
Q1 		$984K Hold
20,358
– – 0.11% 117
2018
Q4 		$938K Sell
20,358
-3,896
-16% -$200K 0.12% 112
2018
Q3 		$1.27M Sell
24,254
-250
-1% -$14.3K 0.13% 114
2018
Q2 		$1.36M Sell
24,504
-75
-0.3% -$4.02K 0.15% 109
2018
Q1 		$1.29M Sell
24,579
-1,938
-7% -$115K 0.14% 111
2017
Q4 		$1.61M Sell
26,517
-773
-3% -$43.7K 0.17% 101
2017
Q3 		$1.51M Sell
27,290
-2,296
-8% -$122K 0.17% 99
2017
Q2 		$1.64M Sell
29,586
-993
-3% -$53.2K 0.19% 96
2017
Q1 		$1.7M Sell
30,579
-395
-1% -$22.4K 0.2% 99
2016
Q4 		$1.71M Sell
30,974
-3,200
-9% -$161K 0.21% 95
2016
Q3 		$1.51M Sell
34,174
-3,471
-9% -$166K 0.18% 99
2016
Q2 		$1.78M Sell
37,645
-375
-1% -$18.3K 0.22% 98
2016
Q1 		$1.84M Buy
38,020
+2,805
+8% +$137K 0.23% 94
2015
Q4 		$1.91M Buy
35,215
+482
+1% +$26.2K 0.25% 92
2015
Q3 		$1.78M Sell
34,733
-100
-0.3% -$5.5K 0.25% 91
2015
Q2 		$1.96M Buy
34,833
+30
+0.1% +$1.67K 0.25% 94
2015
Q1 		$1.89M Buy
34,803
+1,924
+6% +$104K 0.24% 94
2014
Q4 		$1.8M Sell
32,879
-81
-0.2% -$4.29K 0.22% 95
2014
Q3 		$1.71M Buy
32,960
+780
+2% +$40.1K 0.22% 91
2014
Q2 		$1.69M Sell
32,180
-365
-1% -$18.3K 0.21% 90
2014
Q1 		$1.62M Sell
32,545
-2,331
-7% -$109K 0.21% 90
2013
Q4 		$1.58M Sell
34,876
-161
-0.5% -$6.95K 0.21% 90
2013
Q3 		$1.45M Buy
35,037
+496
+1% +$21.2K 0.21% 94
2013
Q2 		$1.43M Buy
+34,541
New +$1.35M 0.21% 95

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

Tower Bridge Advisors's WFC Position: Q1 2026 in Review

Tower Bridge Advisors held its Wells Fargo (WFC) position steady in Q1 2026 at 40,926 shares worth $3.26M. The position accounts for 0.31% of the portfolio, ranked #79.

Tower Bridge Advisors first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.45M in Q4 2023. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Tower Bridge Advisors held 40,926 shares of Wells Fargo worth $3.26M as of Q1 2026.
  • Tower Bridge Advisors left its Wells Fargo share count unchanged in Q1 2026.
  • Wells Fargo made up 0.31% of Tower Bridge Advisors's portfolio in Q1 2026, its #79 holding.
  • Tower Bridge Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Tower Bridge Advisors's Wells Fargo position peaked at $6.45M in Q4 2023.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.