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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
2019
Q1 		– Sell
-9,000
Closed -$415K – 533
2018
Q4 		$415K Hold
9,000
– – 0.03% 232
2018
Q3 		$473K Hold
9,000
– – 0.04% 121
2018
Q2 		$499K Hold
9,000
– – 0.05% 116
2018
Q1 		$472K Buy
+9,000
New +$535K 0.04% 118

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

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.