Vinva Investment Management’s Wells Fargo WFC Stock Holding History

Vinva 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	$34.2M	Buy	445,259 +28,738	+7%	+$2.47M	0.42%	66
2025 Q4	$39.3M	Buy	416,521 +175,956	+73%	+$15.3M	0.49%	47
2025 Q3	$20.4M	Buy	240,565 +44,267	+23%	+$3.59M	0.4%	59
2025 Q2	$15.6M	Buy	196,298 +64,361	+49%	+$4.64M	0.41%	59
2025 Q1	$9.33M	Sell	131,937 -35,691	-21%	-$2.68M	0.37%	63
2024 Q4	$11.8M	Buy	167,628 +32,506	+24%	+$2.22M	0.45%	46
2024 Q3	$7.55M	Sell	135,122 -10,534	-7%	-$596K	0.32%	77
2024 Q2	$8.36M	Buy	145,656 +25,788	+22%	+$1.52M	0.42%	50
2024 Q1	$6.95M	Sell	119,868 -7,000	-6%	-$366K	0.39%	55
2023 Q4	$6.28M	Buy	126,868 +18,952	+18%	+$818K	0.43%	56
2023 Q3	$4.41M	Buy	107,916 +3,425	+3%	+$148K	0.41%	56
2023 Q2	$4.44M	Buy	104,491 +15,607	+18%	+$628K	0.38%	61
2023 Q1	$3.32M	Buy	+88,884	New	+$3.87M	0.28%	95

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

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

Vinva Investment Management increased its Wells Fargo (WFC) stake by 6.9% in Q1 2026, buying an estimated $2.47M and bringing the position to 445,259 shares worth $34.2M. The position accounts for 0.42% of the portfolio, ranked #66.

Vinva Investment Management first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $39.3M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Vinva Investment Management held 445,259 shares of Wells Fargo worth $34.2M as of Q1 2026.
Vinva Investment Management bought 28,738 Wells Fargo shares in Q1 2026, an estimated $2.47M.
Wells Fargo made up 0.42% of Vinva Investment Management's portfolio in Q1 2026, its #66 holding.
Vinva Investment Management first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Vinva Investment Management's Wells Fargo position peaked at $39.3M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.