Verity & Verity’s Wells Fargo WFC Stock Holding History

Verity & Verity’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	$287K	Hold	3,605	–	–	0.02%	124
2025 Q4	$336K	Sell	3,605 -625	-15%	-$54.3K	0.03%	125
2025 Q3	$355K	Hold	4,230	–	–	0.03%	112
2025 Q2	$339K	Hold	4,230	–	–	0.03%	112
2025 Q1	$304K	Sell	4,230 -645	-13%	-$48.4K	0.03%	111
2024 Q4	$342K	Hold	4,875	–	–	0.03%	112
2024 Q3	$275K	Sell	4,875 -126	-3%	-$7.13K	0.03%	105
2024 Q2	$297K	Hold	5,001	–	–	0.03%	98
2024 Q1	$290K	Sell	5,001 -4,509	-47%	-$236K	0.03%	98
2023 Q4	$468K	Hold	9,510	–	–	0.05%	78
2023 Q3	$389K	Hold	9,510	–	–	0.05%	77
2023 Q2	$406K	Hold	9,510	–	–	0.05%	78
2023 Q1	$355K	Sell	9,510 -5,677	-37%	-$247K	0.05%	95
2022 Q4	$627K	Buy	15,187 +9,677	+176%	+$428K	0.08%	92
2022 Q3	$222K	Hold	5,510	–	–	0.04%	95
2022 Q2	$216K	Hold	5,510	–	–	0.03%	94
2022 Q1	$267K	Buy	+5,510	New	+$295K	0.04%	93
2019 Q2	–	Sell	-113,885	Closed	-$5.5M	–	124
2019 Q1	$5.5M	Sell	113,885 -36,139	-24%	-$1.78M	1.26%	30
2018 Q4	$6.91M	Buy	150,024 +2,996	+2%	+$153K	1.85%	19
2018 Q3	$7.73M	Sell	147,028 -1,795	-1%	-$102K	1.86%	19
2018 Q2	$8.25M	Sell	148,823 -12,740	-8%	-$683K	2.14%	14
2018 Q1	$8.47M	Buy	161,563 +2,735	+2%	+$162K	2.28%	13
2017 Q4	$9.64M	Buy	158,828 +4,508	+3%	+$255K	2.59%	5
2017 Q3	$8.51M	Buy	154,320 +2,122	+1%	+$113K	2.48%	8
2017 Q2	$8.43M	Buy	152,198 +1,898	+1%	+$102K	2.59%	7
2017 Q1	$8.37M	Buy	150,300 +5,796	+4%	+$329K	2.6%	6
2016 Q4	$7.96M	Buy	144,504 +1,285	+0.9%	+$64.6K	2.77%	4
2016 Q3	$6.34M	Buy	143,219 +4,483	+3%	+$215K	2.33%	10
2016 Q2	$6.57M	Buy	138,736 +44,666	+47%	+$2.18M	2.53%	4
2016 Q1	$4.55M	Buy	94,070 +5,298	+6%	+$259K	1.93%	21
2015 Q4	$4.83M	Buy	88,772 +2,905	+3%	+$158K	2.19%	8
2015 Q3	$4.36M	Buy	85,867 +2,249	+3%	+$124K	2.13%	9
2015 Q2	$4.7M	Sell	83,618 -554	-0.7%	-$30.9K	2.27%	7
2015 Q1	$4.58M	Buy	84,172 +5,113	+6%	+$276K	2.1%	10
2014 Q4	$4.33M	Sell	79,059 -733	-0.9%	-$38.8K	2.06%	15
2014 Q3	$4.14M	Sell	79,792 -1,045	-1%	-$53.8K	2.07%	12
2014 Q2	$4.25M	Buy	80,837 +2,199	+3%	+$111K	2.18%	9
2014 Q1	$3.91M	Buy	78,638 +526	+0.7%	+$24.5K	2.12%	11
2013 Q4	$3.55M	Sell	78,112 -4,096	-5%	-$177K	1.96%	15
2013 Q3	$3.4M	Buy	82,208 +2,140	+3%	+$91.3K	1.95%	14
2013 Q2	$3.3M	Buy	+80,068	New	+$3.12M	2.02%	8

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

Verity & Verity's WFC Position: Q1 2026 in Review

Verity & Verity held its Wells Fargo (WFC) position steady in Q1 2026 at 3,605 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #124.

Verity & Verity first reported a position in WFC in Q2 2013 and has held it in 41 quarters since. The position peaked at $9.64M in Q4 2017. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Verity & Verity held 3,605 shares of Wells Fargo worth $287K as of Q1 2026.
Verity & Verity left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.02% of Verity & Verity's portfolio in Q1 2026, its #124 holding.
Verity & Verity first reported a position in Wells Fargo in Q2 2013 and has held it in 41 quarters since.
Verity & Verity's Wells Fargo position peaked at $9.64M in Q4 2017.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.