UBS Group’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
$828M Sell
10,396,355
-370,157
-3% -$31.8M 0.12% 156
2025
Q4
$1B Buy
10,766,512
+818,633
+8% +$71.1M 0.16% 114
2025
Q3
$834M Sell
9,947,879
-1,819,357
-15% -$148M 0.13% 128
2025
Q2
$943M Sell
11,767,236
-2,247,855
-16% -$162M 0.16% 109
2025
Q1
$1.01B Buy
14,015,091
+2,164,468
+18% +$163M 0.19% 89
2024
Q4
$832M Buy
11,850,623
+2,737,008
+30% +$187M 0.15% 124
2024
Q3
$515M Buy
9,113,615
+486,479
+6% +$27.5M 0.11% 171
2024
Q2
$512M Buy
8,627,136
+1,443,349
+20% +$85.2M 0.13% 158
2024
Q1
$416M Buy
7,183,787
+970,686
+16% +$50.8M 0.1% 185
2023
Q4
$306M Sell
6,213,101
-147,584
-2% -$6.37M 0.09% 223
2023
Q3
$260M Buy
6,360,685
+296,600
+5% +$12.8M 0.09% 225
2023
Q2
$259M Buy
6,064,085
+18,858
+0.3% +$759K 0.09% 239
2023
Q1
$226M Sell
6,045,227
-398,828
-6% -$17.4M 0.08% 225
2022
Q4
$266M Buy
6,444,055
+1,162,559
+22% +$51.5M 0.1% 214
2022
Q3
$212M Sell
5,281,496
-756,269
-13% -$32.5M 0.09% 223
2022
Q2
$237M Sell
6,037,765
-1,511,609
-20% -$66.3M 0.1% 222
2022
Q1
$366M Buy
7,549,374
+1,867,323
+33% +$99.9M 0.12% 171
2021
Q4
$273M Sell
5,682,051
-1,079,268
-16% -$53.1M 0.08% 260
2021
Q3
$314M Buy
6,761,319
+1,077,519
+19% +$49.9M 0.1% 207
2021
Q2
$257M Buy
5,683,800
+954,289
+20% +$42.6M 0.08% 243
2021
Q1
$185M Sell
4,729,511
-368,892
-7% -$13.1M 0.06% 307
2020
Q4
$154M Sell
5,098,403
-5,137,734
-50% -$133M 0.05% 346
2020
Q3
$241M Buy
10,236,137
+2,561,392
+33% +$63.1M 0.09% 219
2020
Q2
$196M Buy
7,674,745
+2,248,750
+41% +$61.5M 0.08% 234
2020
Q1
$156M Sell
5,425,995
-4,099,376
-43% -$174M 0.07% 252
2019
Q4
$512M Buy
9,525,371
+1,254,117
+15% +$65.7M 0.18% 134
2019
Q3
$417M Buy
8,271,254
+379,554
+5% +$17.9M 0.16% 143
2019
Q2
$373M Sell
7,891,700
-364,930
-4% -$17.1M 0.14% 152
2019
Q1
$399M Buy
8,256,630
+2,986,306
+57% +$147M 0.16% 142
2018
Q4
$243M Sell
5,270,324
-971,008
-16% -$49.7M 0.11% 191
2018
Q3
$328M Buy
6,241,332
+775,174
+14% +$44.3M 0.13% 172
2018
Q2
$303M Sell
5,466,158
-1,399,274
-20% -$75M 0.13% 179
2018
Q1
$360M Sell
6,865,432
-1,825,672
-21% -$108M 0.16% 151
2017
Q4
$527M Buy
8,691,104
+2,048,789
+31% +$116M 0.22% 112
2017
Q3
$366M Sell
6,642,315
-508,967
-7% -$27.1M 0.17% 138
2017
Q2
$396M Sell
7,151,282
-241,553
-3% -$12.9M 0.21% 121
2017
Q1
$411M Sell
7,392,835
-105,070
-1% -$5.96M 0.22% 103
2016
Q4
$413M Sell
7,497,905
-582,892
-7% -$29.3M 0.23% 96
2016
Q3
$358M Buy
8,080,797
+1,304,620
+19% +$62.4M 0.21% 108
2016
Q2
$321M Sell
6,776,177
-1,129,675
-14% -$55.1M 0.2% 116
2016
Q1
$382M Sell
7,905,852
-564,011
-7% -$27.6M 0.26% 76
2015
Q4
$460M Buy
8,469,863
+1,484,203
+21% +$80.6M 0.3% 64
2015
Q3
$359M Sell
6,985,660
-4,143,373
-37% -$228M 0.25% 74
2015
Q2
$626M Sell
11,129,033
-1,657,014
-13% -$92.4M 0.42% 26
2015
Q1
$696M Buy
12,786,047
+991,717
+8% +$53.6M 0.48% 22
2014
Q4
$647M Buy
+11,794,330
New +$624M 0.45% 28

Other funds holding WFC

UBS Group's WFC Position: Q1 2026 in Review

UBS Group reduced its Wells Fargo (WFC) stake by 3.4% in Q1 2026, selling an estimated $31.8M and leaving 10,396,355 shares worth $828M. The position accounts for 0.12% of the portfolio, ranked #156.

UBS Group first reported a position in WFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.01B in Q1 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • UBS Group held 10,396,355 shares of Wells Fargo worth $828M as of Q1 2026.
  • UBS Group sold 370,157 Wells Fargo shares in Q1 2026, an estimated $31.8M.
  • Wells Fargo made up 0.12% of UBS Group's portfolio in Q1 2026, its #156 holding.
  • UBS Group first reported a position in Wells Fargo in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Wells Fargo position peaked at $1.01B in Q1 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.