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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Weiss Asset Management's WFC Position: Q2 2026 in Review

Weiss Asset Management sold out of Wells Fargo (WFC) in Q2 2026, closing a stake of 94,200 shares — an estimated $7.5M sold.

Weiss Asset Management first reported a position in WFC in Q1 2024 and held it in 6 quarters. The position peaked at $15.3M in Q1 2024. 2,881 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Weiss Asset Management reported no remaining Wells Fargo position as of Q2 2026 after selling out during the quarter.
  • Weiss Asset Management sold 94,200 Wells Fargo shares in Q2 2026, an estimated $7.5M.
  • Weiss Asset Management first reported a position in Wells Fargo in Q1 2024 and held it in 6 quarters.
  • Weiss Asset Management's Wells Fargo position peaked at $15.3M in Q1 2024.
  • 2,881 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.