Winthrop Capital Management’s Wells Fargo WFC Stock Holding History

Winthrop 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	$600K	Sell	7,540 -20	-0.3%	-$1.72K	0.15%	91
2025 Q4	$705K	Sell	7,560 -24	-0.3%	-$2.08K	0.16%	86
2025 Q3	$636K	Sell	7,584 -1,251	-14%	-$101K	0.15%	85
2025 Q2	$708K	Buy	8,835 +116	+1%	+$8.36K	0.18%	81
2025 Q1	$626K	Sell	8,719 -2,700	-24%	-$203K	0.17%	86
2024 Q4	$804K	Buy	+11,419	New	+$780K	0.21%	80
2024 Q3	–	Sell	-17,496	Closed	-$1.04M	–	183
2024 Q2	$1.04M	Buy	+17,496	New	+$1.03M	0.52%	34
2024 Q1	–	Sell	-20,742	Closed	-$1.02M	–	300
2023 Q4	$1.02M	Buy	+20,742	New	+$895K	0.33%	65

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

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

Winthrop Capital Management reduced its Wells Fargo (WFC) stake by 0.26% in Q1 2026, selling an estimated $1.72K and leaving 7,540 shares worth $600K. The position accounts for 0.15% of the portfolio, ranked #91.

Winthrop Capital Management first reported a position in WFC in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2024. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Winthrop Capital Management held 7,540 shares of Wells Fargo worth $600K as of Q1 2026.
Winthrop Capital Management sold 20 Wells Fargo shares in Q1 2026, an estimated $1.72K.
Wells Fargo made up 0.15% of Winthrop Capital Management's portfolio in Q1 2026, its #91 holding.
Winthrop Capital Management first reported a position in Wells Fargo in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's Wells Fargo position peaked at $1.04M in Q2 2024.
2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.