Universal-Beteiligungs- und Servicegesellschaft’s Wells Fargo WFC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2025 Q4	–	Sell	-30,400	Closed	-$2.55M	–	2183
2025 Q3	$2.55M	Hold	30,400	–	–	﹤0.01%	1176
2025 Q2	$2.44M	Hold	30,400	–	–	﹤0.01%	1135
2025 Q1	$2.18M	Buy	+30,400	New	+$2.28M	﹤0.01%	1153

Other funds holding WFC

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WFC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Wells Fargo (WFC) stake by 10% in Q2 2026, selling an estimated $21.8M and leaving 2,428,798 shares worth $200M. The position accounts for 0.31% of the portfolio, ranked #57.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $248M in Q4 2025. 1,699 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 2,428,798 shares of Wells Fargo worth $200M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 270,655 Wells Fargo shares in Q2 2026, an estimated $21.8M.
Wells Fargo made up 0.31% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #57 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Wells Fargo in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Wells Fargo position peaked at $248M in Q4 2025.
1,699 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.