Zuckerman Investment Group’s Wells Fargo WFC Stock Holding History

Zuckerman Investment Group’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	$794K	Hold	9,968	–	–	0.07%	79
2025 Q4	$929K	Hold	9,968	–	–	0.08%	79
2025 Q3	$836K	Hold	9,968	–	–	0.08%	86
2025 Q2	$799K	Hold	9,968	–	–	0.08%	86
2025 Q1	$716K	Hold	9,968	–	–	0.08%	90
2024 Q4	$779K	Sell	9,968 -415	-4%	-$28.3K	0.07%	85
2024 Q3	$587K	Buy	10,383 +415	+4%	+$23.5K	0.06%	96
2024 Q2	$592K	Hold	9,968	–	–	0.07%	91
2024 Q1	$578K	Buy	+9,968	New	+$522K	0.07%	89
2023 Q4	–	Sell	-9,968	Closed	-$407K	–	143
2023 Q3	$407K	Hold	9,968	–	–	0.06%	90
2023 Q2	$425K	Hold	9,968	–	–	0.06%	91
2023 Q1	$373K	Hold	9,968	–	–	0.06%	87
2022 Q4	$412K	Hold	9,968	–	–	0.07%	89
2022 Q3	$401K	Hold	9,968	–	–	0.08%	83
2022 Q2	$390K	Hold	9,968	–	–	0.07%	77
2022 Q1	$483K	Hold	9,968	–	–	0.08%	72
2021 Q4	$478K	Sell	9,968 -1	-0%	-$49	0.07%	77
2021 Q3	$463K	Hold	9,969	–	–	0.08%	78
2021 Q2	$451K	Hold	9,969	–	–	0.07%	77
2021 Q1	$389K	Hold	9,969	–	–	0.06%	78
2020 Q4	$301K	Hold	9,969	–	–	0.06%	71
2020 Q3	$234K	Sell	9,969 -2,000	-17%	-$49.3K	0.05%	71
2020 Q2	$306K	Hold	11,969	–	–	0.07%	62
2020 Q1	$344K	Buy	11,969 +2,019	+20%	+$85.8K	0.1%	55
2019 Q4	$535K	Hold	9,950	–	–	0.11%	48
2019 Q3	$502K	Hold	9,950	–	–	0.12%	48
2019 Q2	$471K	Hold	9,950	–	–	0.1%	47
2019 Q1	$481K	Hold	9,950	–	–	0.11%	48
2018 Q4	$458K	Hold	9,950	–	–	0.13%	44
2018 Q3	$523K	Hold	9,950	–	–	0.11%	45
2018 Q2	$552K	Sell	9,950 -203	-2%	-$10.9K	0.13%	42
2018 Q1	$532K	Sell	10,153 -535	-5%	-$31.8K	0.14%	44
2017 Q4	$648K	Buy	10,688 +738	+7%	+$41.7K	0.16%	41
2017 Q3	$549K	Hold	9,950	–	–	0.13%	41
2017 Q2	$551K	Hold	9,950	–	–	0.15%	40
2017 Q1	$554K	Hold	9,950	–	–	0.13%	41
2016 Q4	$548K	Hold	9,950	–	–	0.13%	43
2016 Q3	$441K	Hold	9,950	–	–	0.12%	45
2016 Q2	$471K	Hold	9,950	–	–	0.13%	42
2016 Q1	$481K	Sell	9,950 -317	-3%	-$15.5K	0.13%	34
2015 Q4	$558K	Sell	10,267 -2,508	-20%	-$136K	0.13%	38
2015 Q3	$656K	Hold	12,775	–	–	0.15%	35
2015 Q2	$718K	Hold	12,775	–	–	0.16%	31
2015 Q1	$695K	Hold	12,775	–	–	0.15%	36
2014 Q4	$700K	Sell	12,775 -199	-2%	-$10.5K	0.15%	35
2014 Q3	$673K	Buy	+12,974	New	+$667K	0.14%	41

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

Zuckerman Investment Group's WFC Position: Q1 2026 in Review

Zuckerman Investment Group held its Wells Fargo (WFC) position steady in Q1 2026 at 9,968 shares worth $794K. The position accounts for 0.07% of the portfolio, ranked #79.

Zuckerman Investment Group first reported a position in WFC in Q3 2014 and has held it in 46 quarters since. The position peaked at $929K in Q4 2025. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Zuckerman Investment Group held 9,968 shares of Wells Fargo worth $794K as of Q1 2026.
Zuckerman Investment Group left its Wells Fargo share count unchanged in Q1 2026.
Wells Fargo made up 0.07% of Zuckerman Investment Group's portfolio in Q1 2026, its #79 holding.
Zuckerman Investment Group first reported a position in Wells Fargo in Q3 2014 and has held it in 46 quarters since.
Zuckerman Investment Group's Wells Fargo position peaked at $929K in Q4 2025.
2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.