Wedgewood Investors’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 | $282K | Hold |
3,543
| – | – | 0.32% | 76 |
|
|
2025
Q4 | $330K | Hold |
3,543
| – | – | 0.38% | 63 |
|
|
2025
Q3 | $297K | Hold |
3,543
| – | – | 0.33% | 74 |
|
|
2025
Q2 | $284K | Sell |
3,543
-141
| -4% | -$10.2K | 0.33% | 79 |
|
|
2025
Q1 | $264K | Hold |
3,684
| – | – | 0.31% | 82 |
|
|
2024
Q4 | $259K | Sell |
3,684
-200
| -5% | -$13.7K | 0.3% | 83 |
|
|
2024
Q3 | $219K | Hold |
3,884
| – | – | 0.24% | 95 |
|
|
2024
Q2 | $231K | Buy |
+3,884
| New | +$229K | 0.27% | 87 |
|
|
2020
Q1 | – | Sell |
-4,878
| Closed | -$262K | – | 86 |
|
|
2019
Q4 | $262K | Hold |
4,878
| – | – | 0.37% | 74 |
|
|
2019
Q3 | $246K | Hold |
4,878
| – | – | 0.37% | 74 |
|
|
2019
Q2 | $231K | Buy |
4,878
+148
| +3% | +$6.92K | 0.33% | 78 |
|
|
2019
Q1 | $229K | Hold |
4,730
| – | – | 0.36% | 78 |
|
|
2018
Q4 | $218K | Hold |
4,730
| – | – | 0.4% | 73 |
|
|
2018
Q3 | $249K | Hold |
4,730
| – | – | 0.39% | 73 |
|
|
2018
Q2 | $262K | Sell |
4,730
-110
| -2% | -$5.89K | 0.45% | 71 |
|
|
2018
Q1 | $254K | Sell |
4,840
-85
| -2% | -$5.05K | 0.22% | 96 |
|
|
2017
Q4 | $299K | Sell |
4,925
-51
| -1% | -$2.88K | 0.24% | 91 |
|
|
2017
Q3 | $274K | Sell |
4,976
-9
| -0.2% | -$478 | 0.23% | 95 |
|
|
2017
Q2 | $276K | Hold |
4,985
| – | – | 0.24% | 93 |
|
|
2017
Q1 | $278K | Hold |
4,985
| – | – | 0.24% | 92 |
|
|
2016
Q4 | $275K | Hold |
4,985
| – | – | 0.25% | 87 |
|
|
2016
Q3 | $221K | Sell |
4,985
-400
| -7% | -$19.1K | 0.21% | 102 |
|
|
2016
Q2 | $255K | Hold |
5,385
| – | – | 0.24% | 90 |
|
|
2016
Q1 | $260K | Hold |
5,385
| – | – | 0.26% | 84 |
|
|
2015
Q4 | $293K | Hold |
5,385
| – | – | 0.3% | 79 |
|
|
2015
Q3 | $277K | Hold |
5,385
| – | – | 0.28% | 82 |
|
|
2015
Q2 | $303K | Hold |
5,385
| – | – | 0.29% | 82 |
|
|
2015
Q1 | $293K | Buy |
5,385
+120
| +2% | +$6.49K | 0.28% | 88 |
|
|
2014
Q4 | $289K | Buy |
5,265
+858
| +19% | +$45.4K | 0.29% | 84 |
|
|
2014
Q3 | $229K | Hold |
4,407
| – | – | 0.24% | 97 |
|
|
2014
Q2 | $232K | Hold |
4,407
| – | – | 0.24% | 99 |
|
|
2014
Q1 | $219K | Hold |
4,407
| – | – | 0.24% | 103 |
|
|
2013
Q4 | $200K | Buy |
+4,407
| New | +$190K | 0.22% | 110 |
|
Other funds holding WFC
VCM
VPM
Wedgewood Investors's WFC Position: Q1 2026 in Review
Wedgewood Investors held its Wells Fargo (WFC) position steady in Q1 2026 at 3,543 shares worth $282K. The position accounts for 0.32% of the portfolio, ranked #76.
Wedgewood Investors first reported a position in WFC in Q4 2013 and has held it in 33 quarters since. The position peaked at $330K in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Wedgewood Investors held 3,543 shares of Wells Fargo worth $282K as of Q1 2026.
- Wedgewood Investors left its Wells Fargo share count unchanged in Q1 2026.
- Wells Fargo made up 0.32% of Wedgewood Investors's portfolio in Q1 2026, its #76 holding.
- Wedgewood Investors first reported a position in Wells Fargo in Q4 2013 and has held it in 33 quarters since.
- Wedgewood Investors's Wells Fargo position peaked at $330K in Q4 2025.
- 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.