WFI
WFC icon

West Family Investments’s Wells Fargo WFC Stock Holding History

West Family Investments’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 		$776K Sell
9,742
-6,537
-40% -$561K 0.27% 69
2025
Q4 		$1.52M Hold
16,279
– – 0.36% 55
2025
Q3 		$1.36M Sell
16,279
-442
-3% -$35.8K 0.3% 67
2025
Q2 		$1.34M Buy
16,721
+6,390
+62% +$461K 0.35% 59
2025
Q1 		$742K Sell
10,331
-180
-2% -$13.5K 0.28% 75
2024
Q4 		$738K Sell
10,511
-147
-1% -$10K 0.26% 78
2024
Q3 		$602K Buy
10,658
+1,163
+12% +$65.8K 0.21% 104
2024
Q2 		$564K Hold
9,495
– – 0.17% 101
2024
Q1 		$550K Hold
9,495
– – 0.17% 107
2023
Q4 		$467K Buy
9,495
+97
+1% +$4.19K 0.16% 99
2023
Q3 		$384K Hold
9,398
– – 0.13% 121
2023
Q2 		$401K Buy
9,398
+3,795
+68% +$153K 0.16% 117
2023
Q1 		$209K Buy
+5,603
New +$244K 0.08% 169
2022
Q3 		– Sell
-8,164
Closed -$320K – 266
2022
Q2 		$320K Sell
8,164
-3,227
-28% -$142K 0.13% 141
2022
Q1 		$552K Buy
11,391
+1,080
+10% +$57.8K 0.16% 100
2021
Q4 		$495K Sell
10,311
-2,841
-22% -$140K 0.14% 127
2021
Q3 		$610K Buy
13,152
+1,867
+17% +$86.4K 0.16% 120
2021
Q2 		$511K Buy
+11,285
New +$504K 0.14% 130
2017
Q4 		– Sell
-25,000
Closed -$1.38K – 94
2017
Q3 		$1.38K Hold
25,000
– – 0.17% 53
2017
Q2 		$1.39M Buy
+25,000
New +$1.34M 0.3% 60

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

West Family Investments's WFC Position: Q1 2026 in Review

West Family Investments reduced its Wells Fargo (WFC) stake by 40% in Q1 2026, selling an estimated $561K and leaving 9,742 shares worth $776K. The position accounts for 0.27% of the portfolio, ranked #69.

West Family Investments first reported a position in WFC in Q2 2017 and has held it in 20 quarters since. The position peaked at $1.52M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • West Family Investments held 9,742 shares of Wells Fargo worth $776K as of Q1 2026.
  • West Family Investments sold 6,537 Wells Fargo shares in Q1 2026, an estimated $561K.
  • Wells Fargo made up 0.27% of West Family Investments's portfolio in Q1 2026, its #69 holding.
  • West Family Investments first reported a position in Wells Fargo in Q2 2017 and has held it in 20 quarters since.
  • West Family Investments's Wells Fargo position peaked at $1.52M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.