WIM
WFC icon

Wittenberg Investment Management’s Wells Fargo WFC Stock Holding History

Wittenberg Investment 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 		$901K Sell
11,320
-100
-0.9% -$8.59K 0.34% 43
2025
Q4 		$1.06M Hold
11,420
– – 0.41% 37
2025
Q3 		$957K Sell
11,420
-358
-3% -$29K 0.38% 38
2025
Q2 		$944K Sell
11,778
-150
-1% -$10.8K 0.41% 38
2025
Q1 		$856K Sell
11,928
-40,529
-77% -$3.04M 0.39% 36
2024
Q4 		$3.68M Sell
52,457
-52,073
-50% -$3.56M 1.45% 12
2024
Q3 		$5.9M Sell
104,530
-11,167
-10% -$632K 1.9% 12
2024
Q2 		$6.87M Sell
115,697
-52,180
-31% -$3.08M 2.34% 10
2024
Q1 		$9.73M Sell
167,877
-34,269
-17% -$1.79M 3.32% 6
2023
Q4 		$9.95M Sell
202,146
-29,881
-13% -$1.29M 3.46% 6
2023
Q3 		$9.48M Sell
232,027
-12,645
-5% -$546K 3.47% 6
2023
Q2 		$10.4M Sell
244,672
-16,239
-6% -$654K 3.78% 5
2023
Q1 		$9.75M Buy
260,911
+12,210
+5% +$532K 3.63% 5
2022
Q4 		$10.3M Sell
248,701
-50
-0% -$2.21K 4.18% 5
2022
Q3 		$10M Buy
248,751
+875
+0.4% +$37.6K 4.26% 5
2022
Q2 		$9.71M Buy
247,876
+21,700
+10% +$952K 4.1% 5
2022
Q1 		$11M Sell
226,176
-17,583
-7% -$941K 4.13% 5
2021
Q4 		$11.7M Sell
243,759
-670
-0.3% -$33K 4.25% 5
2021
Q3 		$11.3M Sell
244,429
-2,709
-1% -$125K 4.36% 5
2021
Q2 		$11.2M Sell
247,138
-22,387
-8% -$1,000K 4.51% 5
2021
Q1 		$10.5M Sell
269,525
-300
-0.1% -$10.6K 4.83% 5
2020
Q4 		$8.14M Sell
269,825
-196,154
-42% -$5.08M 3.97% 5
2020
Q3 		$11M Sell
465,979
-31,147
-6% -$768K 5.88% 4
2020
Q2 		$12.7M Sell
497,126
-3,388
-0.7% -$92.7K 7.1% 3
2020
Q1 		$14.4M Buy
500,514
+252,553
+102% +$10.7M 7.85% 3
2019
Q4 		$13.3M Sell
247,961
-4,464
-2% -$234K 5.17% 3
2019
Q3 		$12.7M Buy
252,425
+38,728
+18% +$1.82M 5.55% 3
2019
Q2 		$10.1M Buy
213,697
+5,592
+3% +$262K 4.32% 4
2019
Q1 		$10.1M Buy
208,105
+2,800
+1% +$138K 4.26% 4
2018
Q4 		$9.46M Buy
+205,305
New +$10.5M 4.45% 4

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wittenberg Investment Management's WFC Position: Q1 2026 in Review

Wittenberg Investment Management reduced its Wells Fargo (WFC) stake by 0.88% in Q1 2026, selling an estimated $8.59K and leaving 11,320 shares worth $901K. The position accounts for 0.34% of the portfolio, ranked #43.

Wittenberg Investment Management first reported a position in WFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.4M in Q1 2020. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Wittenberg Investment Management held 11,320 shares of Wells Fargo worth $901K as of Q1 2026.
  • Wittenberg Investment Management sold 100 Wells Fargo shares in Q1 2026, an estimated $8.59K.
  • Wells Fargo made up 0.34% of Wittenberg Investment Management's portfolio in Q1 2026, its #43 holding.
  • Wittenberg Investment Management first reported a position in Wells Fargo in Q4 2018 and has held it in 30 quarters since.
  • Wittenberg Investment Management's Wells Fargo position peaked at $14.4M in Q1 2020.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.