Winslow Asset Management’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 | $7.3M | Sell |
91,656
-2,251
| -2% | -$193K | 1.42% | 31 |
|
|
2025
Q4 | $8.75M | Sell |
93,907
-180
| -0.2% | -$15.6K | 1.61% | 23 |
|
|
2025
Q3 | $7.89M | Sell |
94,087
-44
| -0% | -$3.57K | 1.48% | 29 |
|
|
2025
Q2 | $7.54M | Buy |
94,131
+980
| +1% | +$70.7K | 1.52% | 29 |
|
|
2025
Q1 | $6.69M | Sell |
93,151
-1,178
| -1% | -$88.4K | 1.48% | 32 |
|
|
2024
Q4 | $6.63M | Sell |
94,329
-419
| -0.4% | -$28.6K | 1.32% | 35 |
|
|
2024
Q3 | $5.35M | Buy |
94,748
+569
| +0.6% | +$32.2K | 0.99% | 40 |
|
|
2024
Q2 | $5.59M | Sell |
94,179
-1,612
| -2% | -$95.2K | 1.1% | 39 |
|
|
2024
Q1 | $5.55M | Sell |
95,791
-499
| -0.5% | -$26.1K | 1.05% | 40 |
|
|
2023
Q4 | $4.74M | Buy |
96,290
+1,432
| +2% | +$61.8K | 0.96% | 42 |
|
|
2023
Q3 | $3.88M | Sell |
94,858
-6,162
| -6% | -$266K | 0.9% | 43 |
|
|
2023
Q2 | $4.31M | Sell |
101,020
-2,910
| -3% | -$117K | 0.93% | 43 |
|
|
2023
Q1 | $3.88M | Buy |
103,930
+948
| +0.9% | +$41.3K | 0.91% | 43 |
|
|
2022
Q4 | $4.25M | Buy |
102,982
+517
| +0.5% | +$22.9K | 1.01% | 43 |
|
|
2022
Q3 | $4.12M | Sell |
102,465
-2,085
| -2% | -$89.6K | 1.07% | 40 |
|
|
2022
Q2 | $4.09M | Sell |
104,550
-3,135
| -3% | -$138K | 0.99% | 43 |
|
|
2022
Q1 | $5.22M | Sell |
107,685
-494
| -0.5% | -$26.4K | 1.03% | 43 |
|
|
2021
Q4 | $5.19M | Buy |
108,179
+847
| +0.8% | +$41.7K | 0.92% | 43 |
|
|
2021
Q3 | $4.98M | Sell |
107,332
-4,661
| -4% | -$216K | 0.96% | 42 |
|
|
2021
Q2 | $5.07M | Buy |
111,993
+2,224
| +2% | +$99.3K | 0.95% | 46 |
|
|
2021
Q1 | $4.29M | Buy |
109,769
+4,979
| +5% | +$176K | 0.87% | 46 |
|
|
2020
Q4 | $3.16M | Buy |
104,790
+4,009
| +4% | +$104K | 0.67% | 49 |
|
|
2020
Q3 | $2.37M | Sell |
100,781
-3,979
| -4% | -$98.1K | 0.6% | 46 |
|
|
2020
Q2 | $2.68M | Sell |
104,760
-3,675
| -3% | -$101K | 0.72% | 44 |
|
|
2020
Q1 | $3.11M | Sell |
108,435
-8,858
| -8% | -$377K | 1.02% | 35 |
|
|
2019
Q4 | $6.31M | Buy |
117,293
+394
| +0.3% | +$20.6K | 1.44% | 31 |
|
|
2019
Q3 | $5.9M | Sell |
116,899
-17,784
| -13% | -$838K | 1.47% | 30 |
|
|
2019
Q2 | $6.37M | Sell |
134,683
-14,119
| -9% | -$660K | 1.42% | 31 |
|
|
2019
Q1 | $7.19M | Sell |
148,802
-2,161
| -1% | -$106K | 1.51% | 32 |
|
|
2018
Q4 | $6.96M | Sell |
150,963
-895
| -0.6% | -$45.8K | 1.62% | 28 |
|
|
2018
Q3 | $7.98M | Sell |
151,858
-1,409
| -0.9% | -$80.4K | 1.45% | 34 |
|
|
2018
Q2 | $8.5M | Sell |
153,267
-1,221
| -0.8% | -$65.4K | 1.58% | 30 |
|
|
2018
Q1 | $8.1M | Buy |
154,488
+586
| +0.4% | +$34.8K | 1.56% | 31 |
|
|
2017
Q4 | $9.34M | Buy |
153,902
+941
| +0.6% | +$53.1K | 1.72% | 24 |
|
|
2017
Q3 | $8.44M | Sell |
152,961
-2,404
| -2% | -$128K | 1.63% | 27 |
|
|
2017
Q2 | $8.61M | Sell |
155,365
-663
| -0.4% | -$35.5K | 1.75% | 22 |
|
|
2017
Q1 | $8.69M | Sell |
156,028
-4,021
| -3% | -$228K | 1.78% | 22 |
|
|
2016
Q4 | $8.82M | Buy |
160,049
+365
| +0.2% | +$18.4K | 1.85% | 18 |
|
|
2016
Q3 | $7.07M | Sell |
159,684
-1,628
| -1% | -$77.9K | 1.56% | 30 |
|
|
2016
Q2 | $7.63M | Sell |
161,312
-3,125
| -2% | -$152K | 1.71% | 27 |
|
|
2016
Q1 | $7.95M | Sell |
164,437
-28,304
| -15% | -$1.39M | 1.78% | 24 |
|
|
2015
Q4 | $10.5M | Sell |
192,741
-5,330
| -3% | -$289K | 2.07% | 16 |
|
|
2015
Q3 | $10.2M | Buy |
198,071
+1,190
| +0.6% | +$65.4K | 2.01% | 15 |
|
|
2015
Q2 | $11.1M | Sell |
196,881
-2,256
| -1% | -$126K | 1.91% | 18 |
|
|
2015
Q1 | $10.8M | Sell |
199,137
-6,855
| -3% | -$370K | 1.82% | 23 |
|
|
2014
Q4 | $11.3M | Sell |
205,992
-3,446
| -2% | -$182K | 1.85% | 19 |
|
|
2014
Q3 | $10.9M | Buy |
209,438
+1,688
| +0.8% | +$86.8K | 1.93% | 21 |
|
|
2014
Q2 | $10.9M | Sell |
207,750
-1,530
| -0.7% | -$76.9K | 1.81% | 21 |
|
|
2014
Q1 | $10.4M | Sell |
209,280
-2,455
| -1% | -$114K | 1.81% | 25 |
|
|
2013
Q4 | $9.61M | Sell |
211,735
-11,275
| -5% | -$487K | 1.72% | 33 |
|
|
2013
Q3 | $9.21M | Buy |
223,010
+90
| +0% | +$3.84K | 1.75% | 31 |
|
|
2013
Q2 | $9.2M | Buy |
+222,920
| New | +$8.69M | 1.82% | 24 |
|
Other funds holding WFC
VCM
VPM
Winslow Asset Management's WFC Position: Q1 2026 in Review
Winslow Asset Management reduced its Wells Fargo (WFC) stake by 2.4% in Q1 2026, selling an estimated $193K and leaving 91,656 shares worth $7.3M. The position accounts for 1.42% of the portfolio, ranked #31.
Winslow Asset Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.3M in Q4 2014. 2,803 funds tracked by Wall St. Rank hold WFC as of Q1 2026.
- Winslow Asset Management held 91,656 shares of Wells Fargo worth $7.3M as of Q1 2026.
- Winslow Asset Management sold 2,251 Wells Fargo shares in Q1 2026, an estimated $193K.
- Wells Fargo made up 1.42% of Winslow Asset Management's portfolio in Q1 2026, its #31 holding.
- Winslow Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
- Winslow Asset Management's Wells Fargo position peaked at $11.3M in Q4 2014.
- 2,803 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.
Based on Winslow Asset Management's 13F filing for Q1 2026, filed 5 May 2026.