Weiss Asset Management’s Wells Fargo WFC Stock Holding History

Weiss Asset 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	$7.5M	Sell	94,200 -47,369	-33%	-$4.07M	0.13%	137
2025 Q4	$13.2M	Buy	141,569 +17,793	+14%	+$1.54M	0.17%	104
2025 Q3	$10.4M	Buy	+123,776	New	+$10M	0.12%	95
2025 Q1	–	Sell	-22,428	Closed	-$1.58M	–	692
2024 Q4	$1.58M	Sell	22,428 -162,576	-88%	-$11.1M	0.03%	324
2024 Q3	$10.5M	Buy	+185,004	New	+$10.5M	0.23%	106
2024 Q2	–	Sell	-263,625	Closed	-$15.3M	–	422
2024 Q1	$15.3M	Buy	+263,625	New	+$13.8M	0.53%	52

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

Weiss Asset Management's WFC Position: Q1 2026 in Review

Weiss Asset Management reduced its Wells Fargo (WFC) stake by 33% in Q1 2026, selling an estimated $4.07M and leaving 94,200 shares worth $7.5M. The position accounts for 0.13% of the portfolio, ranked #137.

Weiss Asset Management first reported a position in WFC in Q1 2024 and has held it in 6 quarters since. The position peaked at $15.3M in Q1 2024. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Weiss Asset Management held 94,200 shares of Wells Fargo worth $7.5M as of Q1 2026.
Weiss Asset Management sold 47,369 Wells Fargo shares in Q1 2026, an estimated $4.07M.
Wells Fargo made up 0.13% of Weiss Asset Management's portfolio in Q1 2026, its #137 holding.
Weiss Asset Management first reported a position in Wells Fargo in Q1 2024 and has held it in 6 quarters since.
Weiss Asset Management's Wells Fargo position peaked at $15.3M in Q1 2024.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.