Vista Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.9M | Buy |
23,925
+630
| +3% | +$54.1K | 0.63% | 49 |
|
|
2025
Q4 | $2.17M | Sell |
23,295
-173
| -0.7% | -$15K | 0.72% | 44 |
|
|
2025
Q3 | $1.97M | Sell |
23,468
-530
| -2% | -$43K | 0.69% | 44 |
|
|
2025
Q2 | $1.92M | Sell |
23,998
-267
| -1% | -$19.3K | 0.71% | 40 |
|
|
2025
Q1 | $1.74M | Sell |
24,265
-1,222
| -5% | -$91.7K | 0.68% | 47 |
|
|
2024
Q4 | $1.79M | Sell |
25,487
-2,559
| -9% | -$175K | 0.68% | 48 |
|
|
2024
Q3 | $1.58M | Sell |
28,046
-284
| -1% | -$16.1K | 0.6% | 54 |
|
|
2024
Q2 | $1.68M | Sell |
28,330
-1,074
| -4% | -$63.4K | 0.68% | 46 |
|
|
2024
Q1 | $1.7M | Sell |
29,404
-1,529
| -5% | -$80K | 0.69% | 43 |
|
|
2023
Q4 | $1.52M | Sell |
30,933
-68
| -0.2% | -$2.93K | 0.71% | 44 |
|
|
2023
Q3 | $1.27M | Sell |
31,001
-18
| -0.1% | -$777 | 0.67% | 49 |
|
|
2023
Q2 | $1.32M | Sell |
31,019
-1,186
| -4% | -$47.7K | 0.67% | 48 |
|
|
2023
Q1 | $1.2M | Buy |
32,205
+1,826
| +6% | +$79.6K | 0.64% | 51 |
|
|
2022
Q4 | $1.25M | Buy |
30,379
+1,071
| +4% | +$47.4K | 0.72% | 44 |
|
|
2022
Q3 | $1.18M | Buy |
29,308
+2,178
| +8% | +$93.6K | 0.73% | 43 |
|
|
2022
Q2 | $1.06M | Buy |
27,130
+289
| +1% | +$12.7K | 0.64% | 49 |
|
|
2022
Q1 | $1.3M | Buy |
26,841
+207
| +0.8% | +$11.1K | 0.71% | 46 |
|
|
2021
Q4 | $1.28M | Sell |
26,634
-773
| -3% | -$38.1K | 0.69% | 47 |
|
|
2021
Q3 | $1.27M | Sell |
27,407
-21
| -0.1% | -$972 | 0.75% | 47 |
|
|
2021
Q2 | $1.24M | Sell |
27,428
-521
| -2% | -$23.3K | 0.73% | 45 |
|
|
2021
Q1 | $1.09M | Sell |
27,949
-786
| -3% | -$27.8K | 0.68% | 50 |
|
|
2020
Q4 | $867K | Sell |
28,735
-1,699
| -6% | -$44K | 0.58% | 55 |
|
|
2020
Q3 | $716K | Buy |
30,434
+735
| +2% | +$18.1K | 0.55% | 60 |
|
|
2020
Q2 | $760K | Buy |
29,699
+1,158
| +4% | +$31.7K | 0.65% | 52 |
|
|
2020
Q1 | $819K | Buy |
28,541
+557
| +2% | +$23.7K | 0.84% | 42 |
|
|
2019
Q4 | $1.51M | Buy |
27,984
+31
| +0.1% | +$1.62K | 1.13% | 26 |
|
|
2019
Q3 | $1.41M | Buy |
27,953
+799
| +3% | +$37.6K | 1.16% | 25 |
|
|
2019
Q2 | $1.28M | Sell |
27,154
-309
| -1% | -$14.4K | 1.09% | 29 |
|
|
2019
Q1 | $1.33M | Sell |
27,463
-157
| -0.6% | -$7.72K | 1.16% | 28 |
|
|
2018
Q4 | $1.27M | Sell |
27,620
-18
| -0.1% | -$922 | 1.31% | 24 |
|
|
2018
Q3 | $1.45M | Buy |
27,638
+1,361
| +5% | +$77.7K | 1.28% | 25 |
|
|
2018
Q2 | $1.46M | Buy |
26,277
+527
| +2% | +$28.2K | 1.42% | 16 |
|
|
2018
Q1 | $1.35M | Sell |
25,750
-47
| -0.2% | -$2.79K | 1.41% | 19 |
|
|
2017
Q4 | $1.56M | Buy |
+25,797
| New | +$1.46M | 1.64% | 14 |
|
Other funds holding WFC
VCM
VPM
Vista Investment Management's WFC Position: Q1 2026 in Review
Vista Investment Management increased its Wells Fargo (WFC) stake by 2.7% in Q1 2026, buying an estimated $54.1K and bringing the position to 23,925 shares worth $1.9M. The position accounts for 0.63% of the portfolio, ranked #49.
Vista Investment Management first reported a position in WFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.17M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Vista Investment Management held 23,925 shares of Wells Fargo worth $1.9M as of Q1 2026.
- Vista Investment Management bought 630 Wells Fargo shares in Q1 2026, an estimated $54.1K.
- Wells Fargo made up 0.63% of Vista Investment Management's portfolio in Q1 2026, its #49 holding.
- Vista Investment Management first reported a position in Wells Fargo in Q4 2017 and has held it in 34 quarters since.
- Vista Investment Management's Wells Fargo position peaked at $2.17M in Q4 2025.
- 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.