UBS Group’s Wells Fargo WFC Stock Holding History

UBS Group’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	$69.7M	Sell	874,974 -72,460	-8%	-$6.22M	0.01%	1320
2025 Q4	$88.3M	Sell	947,434 -1,551,116	-62%	-$135M	0.01%	1111
2025 Q3	$209M	Buy	2,498,550 +883,250	+55%	+$71.6M	0.03%	556
2025 Q2	$129M	Sell	1,615,300 -1,009,300	-38%	-$72.8M	0.02%	787
2025 Q1	$188M	Buy	2,624,600 +836,700	+47%	+$62.8M	0.03%	540
2024 Q4	$126M	Sell	1,787,900 -806,570	-31%	-$55.1M	0.02%	772
2024 Q3	$147M	Buy	2,594,470 +2,084,214	+408%	+$118M	0.03%	540
2024 Q2	$30.3M	Sell	510,256 -277,300	-35%	-$16.4M	0.01%	1369
2024 Q1	$45.6M	Sell	787,556 -683,568	-46%	-$35.8M	0.01%	1092
2023 Q4	$72.4M	Buy	1,471,124 +632,924	+76%	+$27.3M	0.02%	752
2023 Q3	$34.2M	Sell	838,200 -68,100	-8%	-$2.94M	0.01%	1089
2023 Q2	$38.7M	Buy	906,300 +225,751	+33%	+$9.09M	0.01%	976
2023 Q1	$25.4M	Sell	680,549 -233,415	-26%	-$10.2M	0.01%	1208
2022 Q4	$37.7M	Buy	913,964 +210,364	+30%	+$9.31M	0.01%	981
2022 Q3	$28.3M	Buy	703,600 +263,600	+60%	+$11.3M	0.01%	1045
2022 Q2	$17.2M	Buy	440,000 +217,500	+98%	+$9.54M	0.01%	1412
2022 Q1	$10.8M	Sell	222,500 -246,300	-53%	-$13.2M	﹤0.01%	1884
2021 Q4	$22.5M	Sell	468,800 -1,025,859	-69%	-$50.5M	0.01%	1494
2021 Q3	$69.4M	Buy	1,494,659 +210,600	+16%	+$9.75M	0.02%	697
2021 Q2	$58.2M	Sell	1,284,059 -248,921	-16%	-$11.1M	0.02%	766
2021 Q1	$59.9M	Buy	1,532,980 +174,680	+13%	+$6.18M	0.02%	737
2020 Q4	$41M	Sell	1,358,300 -1,233,400	-48%	-$31.9M	0.01%	897
2020 Q3	$60.9M	Buy	2,591,700 +2,257,000	+674%	+$55.6M	0.02%	571
2020 Q2	$8.57M	Sell	334,700 -30,900	-8%	-$845K	﹤0.01%	1626
2020 Q1	$10.5M	Sell	365,600 -256,376	-41%	-$10.9M	﹤0.01%	1376
2019 Q4	$33.5M	Buy	621,976 +81,676	+15%	+$4.28M	0.01%	1013
2019 Q3	$27.3M	Sell	540,300 -112,700	-17%	-$5.31M	0.01%	1035
2019 Q2	$30.9M	Buy	653,000 +35,500	+6%	+$1.66M	0.01%	940
2019 Q1	$29.8M	Sell	617,500 -587,400	-49%	-$28.9M	0.01%	903
2018 Q4	$55.5M	Buy	1,204,900 +7,500	+0.6%	+$384K	0.03%	552
2018 Q3	$62.9M	Sell	1,197,400 -414,150	-26%	-$23.6M	0.02%	573
2018 Q2	$89.3M	Buy	1,611,550 +391,850	+32%	+$21M	0.04%	429
2018 Q1	$63.9M	Sell	1,219,700 -1,358,700	-53%	-$80.7M	0.03%	528
2017 Q4	$156M	Sell	2,578,400 -154,900	-6%	-$8.75M	0.06%	298
2017 Q3	$151M	Buy	2,733,300 +598,200	+28%	+$31.8M	0.07%	278
2017 Q2	$118M	Buy	2,135,100 +113,800	+6%	+$6.1M	0.06%	321
2017 Q1	$113M	Sell	2,021,300 -565,400	-22%	-$32.1M	0.06%	310
2016 Q4	$143M	Buy	2,586,700 +1,927,500	+292%	+$96.9M	0.08%	262
2016 Q3	$29.2M	Sell	659,200 -229,200	-26%	-$11M	0.02%	753
2016 Q2	$42M	Buy	888,400 +560,200	+171%	+$27.3M	0.03%	567
2016 Q1	$15.9M	Sell	328,200 -236,800	-42%	-$11.6M	0.01%	1037
2015 Q4	$30.7M	Buy	565,000 +99,700	+21%	+$5.41M	0.02%	730
2015 Q3	$23.9M	Sell	465,300 -48,000	-9%	-$2.64M	0.02%	784
2015 Q2	$28.9M	Sell	513,300 -61,900	-11%	-$3.45M	0.02%	767
2015 Q1	$31.3M	Sell	575,200 -208,100	-27%	-$11.2M	0.02%	713
2014 Q4	$42.9M	Buy	+783,300	New	+$41.5M	0.03%	599

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.