ZIM
WFC icon

Zacks Investment Management’s Wells Fargo WFC Stock Holding History

Zacks 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 		$83M Sell
1,042,912
-6,739
-0.6% -$579K 0.67% 41
2025
Q4 		$97.8M Sell
1,049,651
-4,811
-0.5% -$418K 0.77% 30
2025
Q3 		$88.4M Buy
1,054,462
+6,962
+0.7% +$565K 0.7% 35
2025
Q2 		$83.9M Buy
1,047,500
+4,011
+0.4% +$289K 0.72% 37
2025
Q1 		$74.9M Buy
1,043,489
+59,385
+6% +$4.46M 0.7% 41
2024
Q4 		$69.1M Buy
984,104
+968,473
+6,196% +$66.1M 0.64% 41
2024
Q3 		$883K Buy
15,631
+197
+1% +$11.1K 0.01% 418
2024
Q2 		$917K Buy
15,434
+2,557
+20% +$151K 0.01% 373
2024
Q1 		$746K Buy
12,877
+5,785
+82% +$303K 0.01% 426
2023
Q4 		$349K Sell
7,092
-2,307
-25% -$99.6K ﹤0.01% 508
2023
Q3 		$384K Buy
9,399
+1,241
+15% +$53.6K 0.01% 481
2023
Q2 		$348K Buy
8,158
+35
+0.4% +$1.41K ﹤0.01% 503
2023
Q1 		$304K Sell
8,123
-347
-4% -$15.1K ﹤0.01% 515
2022
Q4 		$350K Sell
8,470
-544
-6% -$24.1K ﹤0.01% 489
2022
Q3 		$363K Sell
9,014
-5,851
-39% -$251K 0.01% 463
2022
Q2 		$582K Buy
14,865
+3,944
+36% +$173K 0.01% 409
2022
Q1 		$529K Sell
10,921
-6,813
-38% -$365K 0.01% 434
2021
Q4 		$850K Buy
17,734
+7,495
+73% +$369K 0.01% 396
2021
Q3 		$475K Sell
10,239
-7,843
-43% -$363K 0.01% 459
2021
Q2 		$819K Sell
18,082
-1,409,634
-99% -$62.9M 0.01% 391
2021
Q1 		$55.8M Buy
1,427,716
+29,890
+2% +$1.06M 0.99% 26
2020
Q4 		$42.2M Sell
1,397,826
-96,143
-6% -$2.49M 0.78% 43
2020
Q3 		$35.1M Buy
1,493,969
+49,808
+3% +$1.23M 0.71% 45
2020
Q2 		$37M Sell
1,444,161
-59,454
-4% -$1.63M 0.81% 44
2020
Q1 		$43.2M Buy
1,503,615
+2,947
+0.2% +$125K 1.06% 31
2019
Q4 		$80.7M Buy
1,500,668
+7,172
+0.5% +$376K 1.51% 12
2019
Q3 		$75.3M Buy
1,493,496
+33,724
+2% +$1.59M 1.51% 14
2019
Q2 		$69.1M Buy
1,459,772
+14,553
+1% +$681K 1.42% 15
2019
Q1 		$69.8M Buy
1,445,219
+294,725
+26% +$14.5M 1.5% 15
2018
Q4 		$53M Sell
1,150,494
-44,533
-4% -$2.28M 1.28% 19
2018
Q3 		$62.8M Sell
1,195,027
-6,635
-0.6% -$379K 1.31% 14
2018
Q2 		$66.6M Buy
1,201,662
+9,180
+0.8% +$492K 1.45% 13
2018
Q1 		$62.5M Buy
1,192,482
+5,137
+0.4% +$305K 1.39% 14
2017
Q4 		$72M Buy
1,187,345
+18,948
+2% +$1.07M 1.57% 10
2017
Q3 		$64.4M Buy
1,168,397
+16,868
+1% +$897K 1.51% 10
2017
Q2 		$63.8M Buy
1,151,529
+26,169
+2% +$1.4M 1.58% 10
2017
Q1 		$62.6M Buy
1,125,360
+129,064
+13% +$7.32M 1.59% 9
2016
Q4 		$54.9M Sell
996,296
-28,051
-3% -$1.41M 1.58% 11
2016
Q3 		$45.4M Sell
1,024,347
-144,198
-12% -$6.9M 1.28% 18
2016
Q2 		$55.3M Buy
1,168,545
+29,840
+3% +$1.45M 1.69% 9
2016
Q1 		$55.1M Buy
1,138,705
+37,786
+3% +$1.85M 1.75% 6
2015
Q4 		$59.8M Sell
1,100,919
-5,709
-0.5% -$310K 1.96% 3
2015
Q3 		$56.8M Sell
1,106,628
-90,083
-8% -$4.95M 1.98% 3
2015
Q2 		$67.3M Sell
1,196,711
-8,329
-0.7% -$464K 2.13% 2
2015
Q1 		$65.6M Buy
1,205,040
+21,316
+2% +$1.15M 2.07% 1
2014
Q4 		$64.9M Buy
1,183,724
+57,438
+5% +$3.04M 2.1% 1
2014
Q3 		$58.4M Buy
1,126,286
+31,443
+3% +$1.62M 2.03% 1
2014
Q2 		$57.6M Buy
1,094,843
+117,078
+12% +$5.89M 2.05% 1
2014
Q1 		$48.6M Buy
977,765
+51,781
+6% +$2.41M 1.8% 3
2013
Q4 		$42M Buy
925,984
+22,298
+2% +$963K 1.66% 4
2013
Q3 		$37.3M Buy
903,686
+25,920
+3% +$1.11M 1.61% 5
2013
Q2 		$36.2M Buy
+877,766
New +$34.2M 1.66% 6

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

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

Zacks Investment Management reduced its Wells Fargo (WFC) stake by 0.64% in Q1 2026, selling an estimated $579K and leaving 1,042,912 shares worth $83M. The position accounts for 0.67% of the portfolio, ranked #41.

Zacks Investment Management first reported a position in WFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $97.8M in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Zacks Investment Management held 1,042,912 shares of Wells Fargo worth $83M as of Q1 2026.
  • Zacks Investment Management sold 6,739 Wells Fargo shares in Q1 2026, an estimated $579K.
  • Wells Fargo made up 0.67% of Zacks Investment Management's portfolio in Q1 2026, its #41 holding.
  • Zacks Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 52 quarters since.
  • Zacks Investment Management's Wells Fargo position peaked at $97.8M in Q4 2025.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

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