Wilkinson Global Asset Management’s Wells Fargo WFC Stock Holding History

Wilkinson Global 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
2026 Q1	$2.42M	Sell	30,400 -750	-2%	-$64.4K	0.18%	30
2025 Q4	$2.9M	Buy	31,150 +750	+2%	+$65.1K	0.2%	30
2025 Q3	$2.55M	Hold	30,400	–	–	0.16%	33
2025 Q2	$2.44M	Hold	30,400	–	–	0.15%	34
2025 Q1	$2.18M	Hold	30,400	–	–	0.14%	37
2024 Q4	$2.14M	Hold	30,400	–	–	0.13%	37
2024 Q3	$1.72M	Hold	30,400	–	–	0.1%	40
2024 Q2	$1.81M	Hold	30,400	–	–	0.11%	38
2024 Q1	$1.76M	Hold	30,400	–	–	0.11%	38
2023 Q4	$1.5M	Hold	30,400	–	–	0.1%	38
2023 Q3	$1.24M	Hold	30,400	–	–	0.1%	39
2023 Q2	$1.3M	Hold	30,400	–	–	0.1%	38
2023 Q1	$1.14M	Hold	30,400	–	–	0.09%	41
2022 Q4	$1.26M	Hold	30,400	–	–	0.1%	38
2022 Q3	$1.22M	Hold	30,400	–	–	0.11%	38
2022 Q2	$1.19M	Hold	30,400	–	–	0.1%	40
2022 Q1	$1.47M	Sell	30,400 -200	-0.7%	-$10.7K	0.09%	47
2021 Q4	$1.47M	Hold	30,600	–	–	0.08%	49
2021 Q3	$1.42M	Hold	30,600	–	–	0.09%	48
2021 Q2	$1.39M	Hold	30,600	–	–	0.08%	50
2021 Q1	$1.2M	Buy	+30,600	New	+$1.08M	0.08%	52

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

Wilkinson Global Asset Management's WFC Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its Wells Fargo (WFC) stake by 2.4% in Q1 2026, selling an estimated $64.4K and leaving 30,400 shares worth $2.42M. The position accounts for 0.18% of the portfolio, ranked #30.

Wilkinson Global Asset Management first reported a position in WFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.9M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Wilkinson Global Asset Management held 30,400 shares of Wells Fargo worth $2.42M as of Q1 2026.
Wilkinson Global Asset Management sold 750 Wells Fargo shares in Q1 2026, an estimated $64.4K.
Wells Fargo made up 0.18% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #30 holding.
Wilkinson Global Asset Management first reported a position in Wells Fargo in Q1 2021 and has held it in 21 quarters since.
Wilkinson Global Asset Management's Wells Fargo position peaked at $2.9M in Q4 2025.
2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.