Westend Capital Management’s Wells Fargo WFC Stock Holding History

Westend Capital 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	$185	Hold	2	–	–	﹤0.01%	247
2025 Q4	$215	Hold	2	–	–	﹤0.01%	231
2025 Q3	$192	Hold	2	–	–	﹤0.01%	246
2025 Q2	$183	Hold	2	–	–	﹤0.01%	219
2025 Q1	$163	Hold	2	–	–	﹤0.01%	224
2024 Q4	$159	Hold	2	–	–	﹤0.01%	216
2024 Q3	$127	Hold	2	–	–	﹤0.01%	235
2024 Q2	$135	Buy	+2	New	+$118	﹤0.01%	220
2016 Q3	$2.05M	Sell	46,220 -140	-0.3%	-$6.7K	2.86%	7
2016 Q2	$2.19M	Buy	46,360 +2,968	+7%	+$145K	3.18%	4
2016 Q1	$2.1M	Buy	43,392 +4,045	+10%	+$198K	2.87%	8
2015 Q4	$2.14M	Buy	39,347 +205	+0.5%	+$11.1K	2.93%	13
2015 Q3	$2.07M	Sell	39,142 -389	-1%	-$21.4K	2.63%	13
2015 Q2	$2.19M	Buy	39,531 +1,210	+3%	+$67.5K	2.55%	14
2015 Q1	$2.08M	Sell	38,321 -7,072	-16%	-$382K	2.45%	15
2014 Q4	$2.49M	Sell	45,393 -6,543	-13%	-$346K	2.87%	9
2014 Q3	$2.53M	Buy	+51,936	New	+$2.67M	2.76%	13

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

Westend Capital Management's WFC Position: Q1 2026 in Review

Westend Capital Management held its Wells Fargo (WFC) position steady in Q1 2026 at 2 shares worth $185. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Westend Capital Management first reported a position in WFC in Q3 2014 and has held it in 17 quarters since. The position peaked at $2.53M in Q3 2014. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Westend Capital Management held 2 shares of Wells Fargo worth $185 as of Q1 2026.
Westend Capital Management left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #247 holding.
Westend Capital Management first reported a position in Wells Fargo in Q3 2014 and has held it in 17 quarters since.
Westend Capital Management's Wells Fargo position peaked at $2.53M in Q3 2014.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.