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Wright Investors Service’s Wells Fargo WFC Stock Holding History

Wright Investors Service’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 		$1.9M Sell
23,915
-875
-4% -$75.2K 0.6% 50
2025
Q4 		$2.31M Sell
24,790
-72
-0.3% -$6.25K 0.69% 37
2025
Q3 		$2.08M Sell
24,862
-2,664
-10% -$216K 0.6% 47
2025
Q2 		$2.21M Buy
27,526
+8,045
+41% +$580K 0.67% 40
2025
Q1 		$1.4M Buy
19,481
+6,084
+45% +$457K 0.46% 56
2024
Q4 		$941K Buy
13,397
+91
+0.7% +$6.21K 0.31% 75
2024
Q3 		$752K Sell
13,306
-12,421
-48% -$702K 0.2% 115
2024
Q2 		$1.53M Sell
25,727
-88
-0.3% -$5.2K 0.4% 73
2024
Q1 		$1.5M Sell
25,815
-644
-2% -$33.7K 0.38% 78
2023
Q4 		$1.3M Sell
26,459
-174
-0.7% -$7.51K 0.37% 81
2023
Q3 		$1.09M Buy
26,633
+12,091
+83% +$522K 0.32% 88
2023
Q2 		$621K Buy
+14,542
New +$585K 0.18% 119
2022
Q2 		– Sell
-28,904
Closed -$1.4M – 174
2022
Q1 		$1.4M Buy
28,904
+1,785
+7% +$95.5K 0.35% 86
2021
Q4 		$1.3M Buy
+27,119
New +$1.34M 0.33% 88
2019
Q3 		– Sell
-11,544
Closed -$546K – 164
2019
Q2 		$546K Sell
11,544
-27,425
-70% -$1.28M 0.21% 103
2019
Q1 		$1.88M Sell
38,969
-9,709
-20% -$478K 0.76% 42
2018
Q4 		$2.24M Buy
48,678
+19,745
+68% +$1.01M 0.96% 33
2018
Q3 		$1.52M Buy
+28,933
New +$1.65M 0.56% 56
2017
Q4 		– Sell
-5,427
Closed -$300K – 230
2017
Q3 		$300K Sell
5,427
-17,063
-76% -$907K 0.11% 180
2017
Q2 		$1.25M Buy
22,490
+2,615
+13% +$140K 0.47% 54
2017
Q1 		$1.11M Sell
19,875
-5,145
-21% -$292K 0.45% 62
2016
Q4 		$1.38M Sell
25,020
-4,040
-14% -$203K 0.6% 50
2016
Q3 		$1.29M Sell
29,060
-1,495
-5% -$71.5K 0.54% 67
2016
Q2 		$1.45M Sell
30,555
-435
-1% -$21.2K 0.59% 58
2016
Q1 		$1.5M Sell
30,990
-6,180
-17% -$303K 0.59% 53
2015
Q4 		$2.02M Buy
37,170
+6,038
+19% +$328K 0.75% 33
2015
Q3 		$1.6M Buy
31,132
+6,411
+26% +$353K 0.72% 38
2015
Q2 		$1.39M Sell
24,721
-1,084
-4% -$60.4K 0.66% 42
2015
Q1 		$1.4M Buy
25,805
+2,695
+12% +$146K 0.67% 41
2014
Q4 		$1.27M Buy
23,110
+3,553
+18% +$188K 0.62% 40
2014
Q3 		$1.01M Buy
19,557
+2,685
+16% +$138K 0.5% 62
2014
Q2 		$887K Sell
16,872
-532
-3% -$26.7K 0.4% 84
2014
Q1 		$866K Buy
17,404
+831
+5% +$38.7K 0.39% 80
2013
Q4 		$752K Buy
16,573
+3
+0% +$130 0.33% 95
2013
Q3 		$685K Buy
16,570
+2,993
+22% +$128K 0.31% 100
2013
Q2 		$560K Buy
+13,577
New +$529K 0.26% 115

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

Wright Investors Service's WFC Position: Q1 2026 in Review

Wright Investors Service reduced its Wells Fargo (WFC) stake by 3.5% in Q1 2026, selling an estimated $75.2K and leaving 23,915 shares worth $1.9M. The position accounts for 0.6% of the portfolio, ranked #50.

Wright Investors Service first reported a position in WFC in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.31M in Q4 2025. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Wright Investors Service held 23,915 shares of Wells Fargo worth $1.9M as of Q1 2026.
  • Wright Investors Service sold 875 Wells Fargo shares in Q1 2026, an estimated $75.2K.
  • Wells Fargo made up 0.6% of Wright Investors Service's portfolio in Q1 2026, its #50 holding.
  • Wright Investors Service first reported a position in Wells Fargo in Q2 2013 and has held it in 36 quarters since.
  • Wright Investors Service's Wells Fargo position peaked at $2.31M in Q4 2025.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.