Westwood Holdings Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.7M | Sell |
763,057
-41,170
| -5% | -$3.54M | 0.44% | 79 |
|
|
2025
Q4 | $75M | Sell |
804,227
-244,910
| -23% | -$21.3M | 0.61% | 37 |
|
|
2025
Q3 | $87.9M | Sell |
1,049,137
-168,045
| -14% | -$13.6M | 0.63% | 44 |
|
|
2025
Q2 | $97.5M | Buy |
1,217,182
+29,831
| +3% | +$2.15M | 0.7% | 37 |
|
|
2025
Q1 | $85.2M | Sell |
1,187,351
-625,778
| -35% | -$47M | 0.64% | 47 |
|
|
2024
Q4 | $127M | Buy |
1,813,129
+275,435
| +18% | +$18.8M | 0.98% | 17 |
|
|
2024
Q3 | $86.9M | Buy |
1,537,694
+121,281
| +9% | +$6.86M | 0.37% | 87 |
|
|
2024
Q2 | $84.1M | Sell |
1,416,413
-181,114
| -11% | -$10.7M | 0.39% | 70 |
|
|
2024
Q1 | $92.6M | Sell |
1,597,527
-158,898
| -9% | -$8.31M | 0.73% | 33 |
|
|
2023
Q4 | $86.5M | Sell |
1,756,425
-36,776
| -2% | -$1.59M | 0.73% | 32 |
|
|
2023
Q3 | $73.3M | Buy |
1,793,201
+11,563
| +0.6% | +$499K | 0.68% | 46 |
|
|
2023
Q2 | $76M | Buy |
1,781,638
+1,760,328
| +8,261% | +$70.9M | 0.68% | 44 |
|
|
2023
Q1 | $797K | Sell |
21,310
-803
| -4% | -$35K | 0.01% | 372 |
|
|
2022
Q4 | $913K | Sell |
22,113
-2
| -0% | -$89 | 0.01% | 360 |
|
|
2022
Q3 | $890K | Sell |
22,115
-284
| -1% | -$12.2K | 0.01% | 327 |
|
|
2022
Q2 | $878K | Buy |
22,399
+1,075
| +5% | +$47.2K | 0.01% | 356 |
|
|
2022
Q1 | $1.03M | Sell |
21,324
-1,067
| -5% | -$57.1K | 0.01% | 357 |
|
|
2021
Q4 | $1.07M | Buy |
22,391
+125
| +0.6% | +$6.15K | 0.01% | 346 |
|
|
2021
Q3 | $1.03M | Sell |
22,266
-20,490
| -48% | -$948K | 0.01% | 345 |
|
|
2021
Q2 | $1.94M | Buy |
42,756
+461
| +1% | +$20.6K | 0.02% | 292 |
|
|
2021
Q1 | $1.65M | Buy |
42,295
+6,591
| +18% | +$233K | 0.02% | 315 |
|
|
2020
Q4 | $1.08M | Sell |
35,704
-2,224,937
| -98% | -$57.6M | 0.01% | 334 |
|
|
2020
Q3 | $53.1M | Sell |
2,260,641
-178,348
| -7% | -$4.4M | 0.67% | 43 |
|
|
2020
Q2 | $62.4M | Sell |
2,438,989
-150,541
| -6% | -$4.12M | 0.83% | 34 |
|
|
2020
Q1 | $74.3M | Buy |
2,589,530
+442,901
| +21% | +$18.8M | 1.12% | 22 |
|
|
2019
Q4 | $115M | Buy |
2,146,629
+163,417
| +8% | +$8.56M | 1.23% | 14 |
|
|
2019
Q3 | $100M | Sell |
1,983,212
-38,271
| -2% | -$1.8M | 1.11% | 16 |
|
|
2019
Q2 | $95.7M | Sell |
2,021,483
-97,884
| -5% | -$4.58M | 1.04% | 19 |
|
|
2019
Q1 | $102M | Buy |
2,119,367
+823,984
| +64% | +$40.5M | 1.06% | 19 |
|
|
2018
Q4 | $59.7M | Sell |
1,295,383
-117,130
| -8% | -$6M | 0.68% | 48 |
|
|
2018
Q3 | $74.2M | Sell |
1,412,513
-4,929
| -0.3% | -$281K | 0.65% | 48 |
|
|
2018
Q2 | $78.6M | Sell |
1,417,442
-91,517
| -6% | -$4.9M | 0.66% | 51 |
|
|
2018
Q1 | $79.1M | Sell |
1,508,959
-129,536
| -8% | -$7.69M | 0.64% | 48 |
|
|
2017
Q4 | $99.4M | Sell |
1,638,495
-967,567
| -37% | -$54.6M | 0.75% | 36 |
|
|
2017
Q3 | $144M | Sell |
2,606,062
-889,177
| -25% | -$47.3M | 1.14% | 22 |
|
|
2017
Q2 | $194M | Sell |
3,495,239
-49,220
| -1% | -$2.64M | 1.58% | 10 |
|
|
2017
Q1 | $197M | Sell |
3,544,459
-159,321
| -4% | -$9.04M | 1.61% | 7 |
|
|
2016
Q4 | $204M | Sell |
3,703,780
-209,811
| -5% | -$10.5M | 1.67% | 5 |
|
|
2016
Q3 | $173M | Sell |
3,913,591
-264,510
| -6% | -$12.7M | 1.47% | 7 |
|
|
2016
Q2 | $198M | Buy |
4,178,101
+210,282
| +5% | +$10.3M | 1.76% | 7 |
|
|
2016
Q1 | $192M | Buy |
3,967,819
+278,583
| +8% | +$13.6M | 1.66% | 7 |
|
|
2015
Q4 | $201M | Sell |
3,689,236
-203,751
| -5% | -$11.1M | 1.74% | 6 |
|
|
2015
Q3 | $200M | Sell |
3,892,987
-21,002
| -0.5% | -$1.15M | 1.73% | 6 |
|
|
2015
Q2 | $220M | Sell |
3,913,989
-22,066
| -0.6% | -$1.23M | 1.66% | 6 |
|
|
2015
Q1 | $214M | Buy |
3,936,055
+73,718
| +2% | +$3.98M | 1.63% | 4 |
|
|
2014
Q4 | $212M | Buy |
3,862,337
+641,894
| +20% | +$34M | 1.63% | 3 |
|
|
2014
Q3 | $167M | Sell |
3,220,443
-536,233
| -14% | -$27.6M | 1.31% | 14 |
|
|
2014
Q2 | $197M | Sell |
3,756,676
-138,336
| -4% | -$6.95M | 1.45% | 6 |
|
|
2014
Q1 | $194M | Buy |
3,895,012
+778,286
| +25% | +$36.3M | 1.49% | 8 |
|
|
2013
Q4 | $141M | Sell |
3,116,726
-1,024,506
| -25% | -$44.2M | 1.09% | 25 |
|
|
2013
Q3 | $171M | Sell |
4,141,232
-248,885
| -6% | -$10.6M | 1.45% | 4 |
|
|
2013
Q2 | $181M | Buy |
+4,390,117
| New | +$171M | 1.58% | 2 |
|
Other funds holding WFC
VCM
VPM
Westwood Holdings Group's WFC Position: Q1 2026 in Review
Westwood Holdings Group reduced its Wells Fargo (WFC) stake by 5.1% in Q1 2026, selling an estimated $3.54M and leaving 763,057 shares worth $60.7M. The position accounts for 0.44% of the portfolio, ranked #79.
Westwood Holdings Group first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $220M in Q2 2015. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Westwood Holdings Group held 763,057 shares of Wells Fargo worth $60.7M as of Q1 2026.
- Westwood Holdings Group sold 41,170 Wells Fargo shares in Q1 2026, an estimated $3.54M.
- Wells Fargo made up 0.44% of Westwood Holdings Group's portfolio in Q1 2026, its #79 holding.
- Westwood Holdings Group first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Westwood Holdings Group's Wells Fargo position peaked at $220M in Q2 2015.
- 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.