USS Investment Management’s Wells Fargo WFC Stock Holding History

USS Investment Management’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	$42.6M	Buy	534,992 +8,299	+2%	+$713K	0.17%	72
2025 Q4	$49.1M	Sell	526,693 -160	-0%	-$13.9K	0.23%	57
2025 Q3	$44.2M	Hold	526,853	–	–	0.2%	57
2025 Q2	$42.2M	Sell	526,853 -7,026	-1%	-$507K	0.25%	54
2025 Q1	$38.3M	Hold	533,879	–	–	0.28%	50
2024 Q4	$37.5M	Sell	533,879 -24,843	-4%	-$1.7M	0.26%	61
2024 Q3	$31.5M	Sell	558,722 -22,720	-4%	-$1.28M	0.23%	73
2024 Q2	$34.5M	Buy	581,442 +12,292	+2%	+$726K	0.27%	62
2024 Q1	$33M	Sell	569,150 -17,563	-3%	-$919K	0.27%	65
2023 Q4	$28.9M	Sell	586,713 -27,601	-4%	-$1.19M	0.26%	67
2023 Q3	$25.1M	Buy	614,314 +14,308	+2%	+$618K	0.27%	74
2023 Q2	$25.6M	Buy	600,006 +4,944	+0.8%	+$199K	0.3%	70
2023 Q1	$22.2M	Buy	595,062 +18,766	+3%	+$818K	0.3%	71
2022 Q4	$23.8M	Hold	576,296	–	–	0.33%	64
2022 Q3	$23.2M	Sell	576,296 -314,912	-35%	-$13.5M	0.34%	56
2022 Q2	$34.9M	Sell	891,208 -87,547	-9%	-$3.84M	0.35%	58
2022 Q1	$47.4M	Buy	978,755 +3,639	+0.4%	+$195K	0.39%	55
2021 Q4	$46.8M	Hold	975,116	–	–	0.35%	60
2021 Q3	$45.3M	Sell	975,116 -751,622	-44%	-$34.8M	0.38%	61
2021 Q2	$78.2M	Sell	1,726,738 -22,500	-1%	-$1M	0.62%	42
2021 Q1	$68.4M	Sell	1,749,238 -498,841	-22%	-$17.7M	0.59%	46
2020 Q4	$67.8M	Sell	2,248,079 -733,800	-25%	-$19M	0.62%	42
2020 Q3	$70.1M	Buy	2,981,879 +4,864	+0.2%	+$120K	0.68%	38
2020 Q2	$76.1M	Buy	2,977,015 +152,508	+5%	+$4.17M	0.8%	31
2020 Q1	$81M	Sell	2,824,507 -74,447	-3%	-$3.16M	1.1%	28
2019 Q4	$156M	Sell	2,898,954 -778,916	-21%	-$40.8M	1.52%	24
2019 Q3	$186M	Hold	3,677,870	–	–	1.92%	17
2019 Q2	$174M	Buy	3,677,870 +215,300	+6%	+$10.1M	1.79%	15
2019 Q1	$167M	Sell	3,462,570 -1,500,000	-30%	-$73.8M	1.88%	15
2018 Q4	$229M	Sell	4,962,570 -37,300	-0.7%	-$1.91M	2.82%	6
2018 Q3	$263M	Hold	4,999,870	–	–	2.65%	10
2018 Q2	$277M	Sell	4,999,870 -414,000	-8%	-$22.2M	3.03%	7
2018 Q1	$281M	Buy	5,413,870 +235,770	+5%	+$14M	3.12%	6
2017 Q4	$315M	Buy	5,178,100 +58,800	+1%	+$3.32M	3.66%	3
2017 Q3	$282M	Sell	5,119,300 -1,240,000	-19%	-$65.9M	2.18%	5
2017 Q2	$352M	Buy	6,359,300 +2,450,000	+63%	+$131M	3.29%	2
2017 Q1	$218M	Buy	3,909,300 +500,000	+15%	+$28.4M	3.01%	4
2016 Q4	$188M	Buy	3,409,300 +398,300	+13%	+$20M	2.88%	3
2016 Q3	$133M	Buy	3,011,000 +635,000	+27%	+$30.4M	2.05%	14
2016 Q2	$113M	Sell	2,376,000 -280,100	-11%	-$13.7M	1.96%	16
2016 Q1	$128M	Hold	2,656,100	–	–	2.16%	11
2015 Q4	$144M	Buy	2,656,100 +14,300	+0.5%	+$776K	2.38%	5
2015 Q3	$136M	Sell	2,641,800 -704,000	-21%	-$38.7M	2.41%	6
2015 Q2	$188M	Sell	3,345,800 -43,200	-1%	-$2.41M	2.99%	2
2015 Q1	$184M	Hold	3,389,000	–	–	3.01%	1
2014 Q4	$186M	Buy	3,389,000 +309,000	+10%	+$16.4M	3.05%	1
2014 Q3	$160M	Sell	3,080,000 -200,000	-6%	-$10.3M	2.8%	4
2014 Q2	$172M	Hold	3,280,000	–	–	2.96%	3
2014 Q1	$163M	Hold	3,280,000	–	–	2.95%	2
2013 Q4	$149M	Hold	3,280,000	–	–	2.86%	3
2013 Q3	$136M	Hold	3,280,000	–	–	2.54%	2
2013 Q2	$135M	Buy	+3,280,000	New	+$128M	2.89%	1

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

USS Investment Management's WFC Position: Q1 2026 in Review

USS Investment Management increased its Wells Fargo (WFC) stake by 1.6% in Q1 2026, buying an estimated $713K and bringing the position to 534,992 shares worth $42.6M. The position accounts for 0.17% of the portfolio, ranked #72.

USS Investment Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $352M in Q2 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

USS Investment Management held 534,992 shares of Wells Fargo worth $42.6M as of Q1 2026.
USS Investment Management bought 8,299 Wells Fargo shares in Q1 2026, an estimated $713K.
Wells Fargo made up 0.17% of USS Investment Management's portfolio in Q1 2026, its #72 holding.
USS Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
USS Investment Management's Wells Fargo position peaked at $352M in Q2 2017.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.