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
2017
Q2 		– Sell
-900
Closed -$979K – 103
2017
Q1 		$979K Hold
900
– – 0.19% 63
2016
Q4 		$956K Buy
+900
New +$45.3K 0.17% 70

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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. 2,807 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.
  • 2,807 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.