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
$134M Sell
1,682,600
-521,400
-24% -$44.8M 0.02% 836
2025
Q4
$205M Buy
2,204,000
+164,100
+8% +$14.2M 0.03% 561
2025
Q3
$171M Buy
2,039,900
+380,400
+23% +$30.8M 0.03% 676
2025
Q2
$133M Sell
1,659,500
-440,700
-21% -$31.8M 0.02% 771
2025
Q1
$151M Buy
2,100,200
+839,100
+67% +$63M 0.03% 665
2024
Q4
$88.6M Buy
1,261,100
+143,600
+13% +$9.8M 0.02% 999
2024
Q3
$63.1M Buy
1,117,500
+150,600
+16% +$8.52M 0.01% 1006
2024
Q2
$57.4M Buy
966,900
+153,600
+19% +$9.07M 0.01% 946
2024
Q1
$47.1M Sell
813,300
-891,388
-52% -$46.6M 0.01% 1070
2023
Q4
$83.9M Buy
1,704,688
+1,026,088
+151% +$44.3M 0.03% 670
2023
Q3
$27.7M Sell
678,600
-318,100
-32% -$13.7M 0.01% 1239
2023
Q2
$42.5M Buy
996,700
+98,400
+11% +$3.96M 0.01% 922
2023
Q1
$33.6M Sell
898,300
-1,678,300
-65% -$73.2M 0.01% 1014
2022
Q4
$106M Buy
2,576,600
+427,200
+20% +$18.9M 0.04% 472
2022
Q3
$86.4M Buy
2,149,400
+420,100
+24% +$18M 0.04% 478
2022
Q2
$67.7M Buy
1,729,300
+663,300
+62% +$29.1M 0.03% 587
2022
Q1
$51.7M Sell
1,066,000
-5,300,000
-83% -$284M 0.02% 826
2021
Q4
$305M Buy
6,366,000
+1,941,900
+44% +$95.6M 0.09% 224
2021
Q3
$205M Buy
4,424,100
+379,800
+9% +$17.6M 0.06% 295
2021
Q2
$183M Sell
4,044,300
-1,702,387
-30% -$76M 0.06% 323
2021
Q1
$225M Sell
5,746,687
-753,313
-12% -$26.7M 0.07% 268
2020
Q4
$196M Buy
6,500,000
+966,600
+17% +$25M 0.07% 285
2020
Q3
$130M Buy
5,533,400
+523,600
+10% +$12.9M 0.05% 336
2020
Q2
$128M Buy
5,009,800
+1,129,800
+29% +$30.9M 0.05% 317
2020
Q1
$111M Buy
3,880,000
+1,780,400
+85% +$75.7M 0.05% 319
2019
Q4
$113M Sell
2,099,600
-10,000
-0.5% -$524K 0.04% 416
2019
Q3
$106M Buy
2,109,600
+225,000
+12% +$10.6M 0.04% 392
2019
Q2
$89.2M Sell
1,884,600
-38,100
-2% -$1.78M 0.03% 430
2019
Q1
$92.9M Sell
1,922,700
-1,065,300
-36% -$52.4M 0.04% 405
2018
Q4
$138M Sell
2,988,000
-167,600
-5% -$8.58M 0.06% 288
2018
Q3
$166M Sell
3,155,600
-56,400
-2% -$3.22M 0.07% 274
2018
Q2
$178M Sell
3,212,000
-1,180,500
-27% -$63.2M 0.08% 257
2018
Q1
$230M Sell
4,392,500
-783,100
-15% -$46.5M 0.1% 216
2017
Q4
$314M Buy
5,175,600
+530,900
+11% +$30M 0.13% 176
2017
Q3
$256M Buy
4,644,700
+2,403,100
+107% +$128M 0.12% 184
2017
Q2
$124M Sell
2,241,600
-2,686,200
-55% -$144M 0.06% 312
2017
Q1
$274M Buy
4,927,800
+325,300
+7% +$18.5M 0.15% 165
2016
Q4
$254M Buy
4,602,500
+1,013,300
+28% +$51M 0.14% 166
2016
Q3
$159M Buy
3,589,200
+1,970,300
+122% +$94.3M 0.09% 228
2016
Q2
$76.6M Buy
1,618,900
+228,800
+16% +$11.2M 0.05% 369
2016
Q1
$67.2M Buy
1,390,100
+322,900
+30% +$15.8M 0.05% 380
2015
Q4
$58M Sell
1,067,200
-342,600
-24% -$18.6M 0.04% 463
2015
Q3
$72.4M Sell
1,409,800
-663,300
-32% -$36.5M 0.05% 355
2015
Q2
$117M Buy
2,073,100
+1,788,500
+628% +$99.7M 0.08% 277
2015
Q1
$15.5M Sell
284,600
-518,550
-65% -$28M 0.01% 1132
2014
Q4
$44M Buy
+803,150
New +$42.5M 0.03% 590

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.