What smart money is saying about Wells Fargo & Company
4 funds in our archive have pitched Wells Fargo & Company — most recently Artisan Value Income Strategy in December 2025.
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients. Its products and services comprise corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.
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Position history
Between Q4 2024 and Q3 2026, 5 fund letters reported a position in Wells Fargo & Company — 4 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 2 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 2 | 2 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions · 4 moves
- New positionLiontrust GF Global Alpha FundJuly 2026
“Portfolio changes The portfolio added three names in the financials sector: NU Holdings, Citigroup and Wells Fargo.”
Wells Fargo & Company - New positionLiontrust Global Alpha FundJuly 2026
“Portfolio changes The portfolio added three names in the financials sector: NU Holdings, Citigroup and Wells Fargo. Financials look set to benefit from the ‘stronger for longer’ theme”
Wells Fargo & Company - June 2026
Listed in Artisan Partners Value Equity Strategy’s reported holdings.
Wells Fargo & Company - New positionBA Beutel Goodman U.S. Value FundMarch 2026
“We added several new positions during the quarter: Union Pacific, Sysco, Wells Fargo, Beckton Dickinson and Marsh & McLennan.”
Wells Fargo & Company - March 2026
“We added to our existing positions in Euronext, Michelin, Carlsberg, NetApp, Elevance, Qualcomm and Wells Fargo.”
Wells Fargo & Company
Also mentioned · 1
These funds discuss Wells Fargo & Company — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedPM Capital Global Companies FundJune 2026
“The fund increased 1.4% for the month, led by strong gains in global banking, which were partially offset by transient headwinds in the precious metals sector. European banks led performance, with Barclays, Lloyds, and CaixaBank rallying 7-11%. The primary drivers were the continuation of a supportive interest rate environment and the emergence of sustained lending growth across Europe. Despite delivering superior profitability, maintaining pristine balance sheets and continuing to return excess capital to shareholders, European banks still trade on valuations of less than 10x earnings while generating double-digit earnings growth. Bank of America and Wells Fargo rallied 10% and 7% respectively, with the US banking sector benefitting from two structural catalysts.”
Wells Fargo & Company
Fund coverage · 4 theses
- Artisan Value Income StrategyDecember 2025
Wells Fargo is a leading US bank with improving governance, rising ROTCE guidance after the asset cap lift, strong capital returns, a clean credit profile, and an attractive valuation.
Read the full thesis - Davis Financial FundDecember 2025
Wells Fargo & Company is a large traditional U.S. bank with improving growth after asset-cap removal, cost discipline, surplus-capital buybacks, and a reasonable valuation versus expected high-teens ROTCE.
Read the full thesis - Aristotle Value EquitySeptember 2025
With its asset cap lifted and turnaround efforts bearing fruit, Wells Fargo is positioned for renewed balance sheet growth, operational efficiency, and robust shareholder returns—making it a compelling value play with multiple catalysts for long-term appreciation.
Read the full thesis - Artisan Value Income StrategyDecember 2024
Wells Fargo is poised for long-term growth and improved profitability as it works to lift a $1.95 trillion asset cap imposed by the Federal Reserve while enhancing accountability and operational efficiency under CEO Charlie Scharf.
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