Vontobel Holding
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Vontobel Holding’s Wells Fargo WFC Stock Holding History

Vontobel Holding’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 		$5.76M Sell
72,296
-56,728
-44% -$4.87M 0.02% 342
2025
Q4 		$12M Buy
129,024
+13,509
+12% +$1.17M 0.04% 271
2025
Q3 		$9.68M Buy
115,515
+62,642
+118% +$5.08M 0.03% 272
2025
Q2 		$4.24M Sell
52,873
-23,048
-30% -$1.66M 0.01% 384
2025
Q1 		$5.45M Buy
75,921
+29,870
+65% +$2.24M 0.02% 304
2024
Q4 		$3.23M Sell
46,051
-2,182
-5% -$149K 0.01% 382
2024
Q3 		$2.72M Buy
48,233
+24,911
+107% +$1.41M 0.01% 397
2024
Q2 		$1.39M Buy
23,322
+8,611
+59% +$508K ﹤0.01% 509
2024
Q1 		$853K Buy
14,711
+6,150
+72% +$322K 0.01% 627
2023
Q4 		$421K Sell
8,561
-66,302
-89% -$2.86M ﹤0.01% 840
2023
Q3 		$3.06M Buy
74,863
+1,433
+2% +$61.9K 0.03% 356
2023
Q2 		$3.13M Sell
73,430
-19,558
-21% -$787K 0.03% 369
2023
Q1 		$3.48M Sell
92,988
-78,458
-46% -$3.42M 0.03% 341
2022
Q4 		$7.05M Buy
171,446
+7,980
+5% +$353K 0.07% 240
2022
Q3 		$6.62M Sell
163,466
-6,241
-4% -$268K 0.08% 229
2022
Q2 		$6.74M Buy
169,707
+9,647
+6% +$423K 0.07% 222
2022
Q1 		$8.02M Buy
160,060
+21,109
+15% +$1.13M 0.07% 226
2021
Q4 		$6.68M Sell
138,951
-51,959
-27% -$2.56M 0.06% 236
2021
Q3 		$8.86M Sell
190,910
-14,949
-7% -$692K 0.08% 187
2021
Q2 		$9.22M Buy
205,859
+16,647
+9% +$743K 0.08% 188
2021
Q1 		$7.39M Buy
189,212
+58,061
+44% +$2.06M 0.05% 197
2020
Q4 		$4.38M Buy
+131,151
New +$3.4M 0.03% 283

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

Vontobel Holding's WFC Position: Q1 2026 in Review

Vontobel Holding reduced its Wells Fargo (WFC) stake by 44% in Q1 2026, selling an estimated $4.87M and leaving 72,296 shares worth $5.76M. The position accounts for 0.02% of the portfolio, ranked #342.

Vontobel Holding first reported a position in WFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $12M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Vontobel Holding held 72,296 shares of Wells Fargo worth $5.76M as of Q1 2026.
  • Vontobel Holding sold 56,728 Wells Fargo shares in Q1 2026, an estimated $4.87M.
  • Wells Fargo made up 0.02% of Vontobel Holding's portfolio in Q1 2026, its #342 holding.
  • Vontobel Holding first reported a position in Wells Fargo in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Wells Fargo position peaked at $12M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.