VCM
WFC icon

Virtue Capital Management’s Wells Fargo WFC Stock Holding History

Virtue Capital 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 		$547K Buy
7,118
+391
+6% +$33.6K 0.08% 183
2025
Q4 		$640K Sell
6,727
-16,794
-71% -$1.46M 0.1% 144
2025
Q3 		$1.84M Buy
23,521
+16,438
+232% +$1.33M 0.29% 55
2025
Q2 		$567K Sell
7,083
-208
-3% -$15K 0.1% 140
2025
Q1 		$523K Buy
7,291
+635
+10% +$47.7K 0.06% 253
2024
Q4 		$468K Buy
+6,656
New +$454K 0.09% 154
2023
Q4 		– Sell
-8,776
Closed -$382K – 422
2023
Q3 		$382K Hold
8,776
– – 0.07% 262
2023
Q2 		$382K Buy
+8,776
New +$353K 0.07% 262
2023
Q1 		– Sell
-4,998
Closed -$206K – 435
2022
Q4 		$206K Buy
+4,998
New +$221K 0.03% 351
2022
Q2 		– Sell
-25,908
Closed -$1.26M – 413
2022
Q1 		$1.26M Sell
25,908
-1,056
-4% -$56.5K 0.2% 121
2021
Q4 		$1.29M Buy
26,964
+52
+0.2% +$2.56K 0.19% 143
2021
Q3 		$1.25M Sell
26,912
-1,001
-4% -$46.3K 0.22% 123
2021
Q2 		$1.26M Sell
27,913
-1,480
-5% -$66.1K 0.25% 115
2021
Q1 		$1.15M Sell
29,393
-11,391
-28% -$403K 0.27% 117
2020
Q4 		$1.23M Sell
40,784
-16,788
-29% -$435K 0.3% 101
2020
Q3 		$1.35M Sell
57,572
-29,598
-34% -$729K 0.33% 84
2020
Q2 		$2.23M Buy
+87,170
New +$2.38M 0.51% 53
2020
Q1 		– Sell
-22,013
Closed -$1.18M – 213
2019
Q4 		$1.18M Sell
22,013
-16,705
-43% -$875K 0.34% 64
2019
Q3 		$1.95M Sell
38,718
-1,272
-3% -$59.9K 0.64% 51
2019
Q2 		$1.89M Buy
39,990
+31,770
+386% +$1.49M 0.69% 49
2019
Q1 		$397K Sell
8,220
-970
-11% -$47.7K 0.14% 57
2018
Q4 		$423K Sell
9,190
-60,752
-87% -$3.11M 0.2% 40
2018
Q3 		$3.68M Buy
69,942
+36,054
+106% +$2.06M 0.78% 41
2018
Q2 		$1.88M Buy
33,888
+3,181
+10% +$170K 0.91% 15
2018
Q1 		$1.62M Buy
+30,707
New +$1.82M 0.85% 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

Virtue Capital Management's WFC Position: Q1 2026 in Review

Virtue Capital Management increased its Wells Fargo (WFC) stake by 5.8% in Q1 2026, buying an estimated $33.6K and bringing the position to 7,118 shares worth $547K. The position accounts for 0.08% of the portfolio, ranked #183.

Virtue Capital Management first reported a position in WFC in Q1 2018 and has held it in 25 quarters since. The position peaked at $3.68M in Q3 2018. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Virtue Capital Management held 7,118 shares of Wells Fargo worth $547K as of Q1 2026.
  • Virtue Capital Management bought 391 Wells Fargo shares in Q1 2026, an estimated $33.6K.
  • Wells Fargo made up 0.08% of Virtue Capital Management's portfolio in Q1 2026, its #183 holding.
  • Virtue Capital Management first reported a position in Wells Fargo in Q1 2018 and has held it in 25 quarters since.
  • Virtue Capital Management's Wells Fargo position peaked at $3.68M in Q3 2018.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.