Twin Capital Management’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
$3.97M Sell
49,837
-6,785
-12% -$583K 0.51% 41
2025
Q4
$5.28M Sell
56,622
-4,918
-8% -$427K 0.66% 26
2025
Q3
$5.16M Sell
61,540
-18,608
-23% -$1.51M 0.65% 29
2025
Q2
$6.42M Buy
80,148
+904
+1% +$65.2K 0.68% 28
2025
Q1
$5.69M Sell
79,244
-1,480
-2% -$111K 0.66% 34
2024
Q4
$5.67M Buy
80,724
+1,072
+1% +$73.2K 0.62% 29
2024
Q3
$4.5M Sell
79,652
-891
-1% -$50.4K 0.51% 44
2024
Q2
$4.78M Buy
80,543
+1,084
+1% +$64K 0.56% 36
2024
Q1
$4.61M Sell
79,459
-5,157
-6% -$270K 0.57% 41
2023
Q4
$4.16M Sell
84,616
-3,812
-4% -$165K 0.55% 45
2023
Q3
$3.61M Sell
88,428
-4,071
-4% -$176K 0.52% 43
2023
Q2
$3.95M Buy
92,499
+9,691
+12% +$390K 0.51% 43
2023
Q1
$3.1M Sell
82,808
-11,457
-12% -$499K 0.42% 69
2022
Q4
$3.89M Sell
94,265
-1,072
-1% -$47.4K 0.5% 52
2022
Q3
$3.83M Sell
95,337
-805
-0.8% -$34.6K 0.52% 45
2022
Q2
$3.77M Buy
96,142
+9,275
+11% +$407K 0.48% 55
2022
Q1
$4.21M Buy
86,867
+17,633
+25% +$944K 0.45% 63
2021
Q4
$3.32M Sell
69,234
-8,350
-11% -$411K 0.33% 103
2021
Q3
$3.6M Buy
+77,584
New +$3.59M 0.37% 79
2020
Q3
Sell
-21,710
Closed -$556K 296
2020
Q2
$556K Sell
21,710
-66,911
-76% -$1.83M 0.05% 237
2020
Q1
$2.54M Sell
88,621
-745
-0.8% -$31.7K 0.28% 115
2019
Q4
$4.81M Sell
89,366
-28,780
-24% -$1.51M 0.41% 74
2019
Q3
$5.96M Sell
118,146
-8,840
-7% -$416K 0.43% 76
2019
Q2
$6.01M Sell
126,986
-79,129
-38% -$3.7M 0.42% 77
2019
Q1
$9.96M Buy
206,115
+2,281
+1% +$112K 0.49% 56
2018
Q4
$9.39M Sell
203,834
-1,910
-0.9% -$97.8K 0.53% 52
2018
Q3
$10.8M Sell
205,744
-4,287
-2% -$245K 0.5% 56
2018
Q2
$11.6M Sell
210,031
-9,189
-4% -$492K 0.58% 44
2018
Q1
$11.5M Buy
219,220
+27,000
+14% +$1.6M 0.59% 47
2017
Q4
$11.7M Sell
192,220
-58,720
-23% -$3.32M 0.57% 48
2017
Q3
$13.8M Buy
250,940
+94,170
+60% +$5.01M 0.73% 33
2017
Q2
$8.69M Buy
156,770
+5,930
+4% +$318K 0.51% 56
2017
Q1
$8.4M Sell
150,840
-4,960
-3% -$281K 0.52% 54
2016
Q4
$8.59M Buy
155,800
+4,360
+3% +$219K 0.55% 49
2016
Q3
$6.71M Sell
151,440
-45,540
-23% -$2.18M 0.45% 65
2016
Q2
$9.32M Sell
196,980
-59,490
-23% -$2.9M 0.7% 34
2016
Q1
$12.4M Buy
256,470
+41,200
+19% +$2.02M 0.96% 21
2015
Q4
$11.7M Buy
215,270
+7,420
+4% +$403K 0.96% 26
2015
Q3
$10.7M Buy
207,850
+2,830
+1% +$156K 1.01% 22
2015
Q2
$11.5M Buy
205,020
+7,150
+4% +$399K 1.03% 18
2015
Q1
$10.8M Sell
197,870
-620
-0.3% -$33.5K 0.94% 20
2014
Q4
$10.9M Sell
198,490
-55,970
-22% -$2.96M 1.04% 18
2014
Q3
$13.2M Buy
254,460
+17,760
+8% +$914K 1.34% 12
2014
Q2
$12.4M Sell
236,700
-6,630
-3% -$333K 1.25% 12
2014
Q1
$12.1M Buy
243,330
+10,440
+4% +$486K 1.28% 11
2013
Q4
$10.6M Sell
232,890
-16,950
-7% -$732K 1.13% 14
2013
Q3
$10.3M Sell
249,840
-56,110
-18% -$2.4M 1.1% 15
2013
Q2
$12.6M Buy
+305,950
New +$11.9M 1.34% 11

Other funds holding WFC

Twin Capital Management's WFC Position: Q1 2026 in Review

Twin Capital Management reduced its Wells Fargo (WFC) stake by 12% in Q1 2026, selling an estimated $583K and leaving 49,837 shares worth $3.97M. The position accounts for 0.51% of the portfolio, ranked #41.

Twin Capital Management first reported a position in WFC in Q2 2013 and has held it in 48 quarters since. The position peaked at $13.8M in Q3 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Twin Capital Management held 49,837 shares of Wells Fargo worth $3.97M as of Q1 2026.
  • Twin Capital Management sold 6,785 Wells Fargo shares in Q1 2026, an estimated $583K.
  • Wells Fargo made up 0.51% of Twin Capital Management's portfolio in Q1 2026, its #41 holding.
  • Twin Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 48 quarters since.
  • Twin Capital Management's Wells Fargo position peaked at $13.8M in Q3 2017.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.