UF
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Univest Financial’s Wells Fargo WFC Stock Holding History

Univest Financial’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 		$403K Sell
5,063
-640
-11% -$55K 0.02% 213
2025
Q4 		$532K Buy
5,703
+29
+0.5% +$2.52K 0.03% 193
2025
Q3 		$476K Hold
5,674
– – 0.03% 191
2025
Q2 		$455K Sell
5,674
-294
-5% -$21.2K 0.03% 193
2025
Q1 		$428K Sell
5,968
-126
-2% -$9.46K 0.03% 211
2024
Q4 		$428K Buy
6,094
+1
+0% +$68 0.03% 209
2024
Q3 		$344K Buy
+6,093
New +$345K 0.02% 226
2016
Q4 		– Sell
-70,077
Closed -$3.1M – 101
2016
Q3 		$3.1M Buy
70,077
+333
+0.5% +$15.9K 1.41% 37
2016
Q2 		$3.3M Sell
69,744
-2,141
-3% -$104K 1.51% 29
2016
Q1 		$3.48M Buy
71,885
+4,284
+6% +$210K 1.58% 26
2015
Q4 		$3.67M Sell
67,601
-780
-1% -$42.4K 1.68% 21
2015
Q3 		$3.51M Sell
68,381
-304
-0.4% -$16.7K 1.72% 20
2015
Q2 		$3.86M Sell
68,685
-226
-0.3% -$12.6K 1.77% 18
2015
Q1 		$3.75M Sell
68,911
-8,370
-11% -$452K 1.68% 17
2014
Q4 		$4.24M Buy
77,281
+827
+1% +$43.8K 1.86% 11
2014
Q3 		$3.97M Sell
76,454
-2,107
-3% -$108K 1.86% 10
2014
Q2 		$4.13M Sell
78,561
-1,984
-2% -$99.7K 1.94% 7
2014
Q1 		$4.01M Sell
80,545
-11,524
-13% -$537K 2% 4
2013
Q4 		$4.18M Buy
92,069
+1,660
+2% +$71.7K 2.06% 5
2013
Q3 		$3.74M Buy
90,409
+994
+1% +$42.4K 1.99% 7
2013
Q2 		$3.69M Buy
+89,415
New +$3.48M 2.02% 8

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Univest Financial's WFC Position: Q1 2026 in Review

Univest Financial reduced its Wells Fargo (WFC) stake by 11% in Q1 2026, selling an estimated $55K and leaving 5,063 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #213.

Univest Financial first reported a position in WFC in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.24M in Q4 2014. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Univest Financial held 5,063 shares of Wells Fargo worth $403K as of Q1 2026.
  • Univest Financial sold 640 Wells Fargo shares in Q1 2026, an estimated $55K.
  • Wells Fargo made up 0.02% of Univest Financial's portfolio in Q1 2026, its #213 holding.
  • Univest Financial first reported a position in Wells Fargo in Q2 2013 and has held it in 21 quarters since.
  • Univest Financial's Wells Fargo position peaked at $4.24M in Q4 2014.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.