Grantham Mayo Van Otterloo & Co. LLC Trims Stake in Wells Fargo & Company $WFC

Posted by Paula Ricardo on Mar 8th, 2026

Grantham Mayo Van Otterloo & Co. LLC lessened its holdings in Wells Fargo & Company (NYSE:WFC) by 25.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,287,235 shares of the financial services provider’s stock after selling 2,182,531 shares during the period. Wells Fargo & Company makes up 1.5% of Grantham Mayo Van Otterloo & Co. LLC’s investment portfolio, making the stock its 23rd largest position. Grantham Mayo Van Otterloo & Co. LLC’s holdings in Wells Fargo & Company were worth $526,996,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Hilton Capital Management LLC acquired a new stake in shares of Wells Fargo & Company during the second quarter worth about $3,656,000. Mawer Investment Management Ltd. purchased a new position in shares of Wells Fargo & Company in the third quarter valued at approximately $147,165,000. Guerra Advisors Inc grew its holdings in shares of Wells Fargo & Company by 43.2% in the third quarter. Guerra Advisors Inc now owns 38,439 shares of the financial services provider’s stock valued at $3,222,000 after purchasing an additional 11,594 shares in the last quarter. AlphaQuest LLC grew its holdings in shares of Wells Fargo & Company by 1,121.0% in the third quarter. AlphaQuest LLC now owns 24,079 shares of the financial services provider’s stock valued at $2,018,000 after purchasing an additional 22,107 shares in the last quarter. Finally, UMB Bank n.a. increased its stake in Wells Fargo & Company by 52.7% during the 3rd quarter. UMB Bank n.a. now owns 138,862 shares of the financial services provider’s stock worth $11,639,000 after buying an additional 47,946 shares during the period. 75.90% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Wells Fargo & Company

Here are the key news stories impacting Wells Fargo & Company this week:

Positive Sentiment: Federal Reserve ends its 2018 enforcement action related to the fake‑accounts scandal, removing a long‑running regulatory overhang that could free Wells Fargo to accelerate capital returns and strategic initiatives. Wells Fargo’s 2018 Enforcement Action Terminated by the Federal Reserve
Positive Sentiment: Wells Fargo added a $1.7 billion UBS advisor team to its independent wealth channel, boosting AUM and fee revenue growth potential in wealth management. Wells Fargo Recruits $1.7 Billion UBS Financial Advisor Team
Positive Sentiment: Several outlets highlight Wells Fargo as a steady dividend payer and draw for income investors, which supports a valuation floor amid volatility. Set It and Forget It: The Dividend Stocks Worth Holding for the Rest of Your Life
Neutral Sentiment: Wells Fargo published its 2027 quarterly earnings release schedule (administrative item); useful for investors tracking upcoming results and guidance windows. Wells Fargo Announces 2027 Earnings Release Date Information
Neutral Sentiment: Analyst coverage is mixed-to-supportive (average “Moderate Buy”), and WFC has attracted recent investor attention in screeners — signals that the stock remains on institutional radars. Wells Fargo & Company (NYSE:WFC) Receives Average Rating of “Moderate Buy” from Analysts
Negative Sentiment: Macro and sector pressure: banks were broadly sold after a disappointing U.S. jobs report and oil price volatility tied to the Middle East, weighing on WFC alongside peers. Investors Dump Bank, Brokerage Stocks As Oil Spikes and Jobs Report Disappoints
Negative Sentiment: Negative headlines and opinion pieces arguing there are reasons to avoid WFC may drive short‑term selling or caution among retail investors despite the regulatory clearance. 3 Reasons to Avoid WFC and 1 Stock to Buy Instead

Insiders Place Their Bets

In other Wells Fargo & Company news, EVP Ellen R. Patterson sold 60,000 shares of Wells Fargo & Company stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $87.40, for a total transaction of $5,244,000.00. Following the completion of the sale, the executive vice president directly owned 169,496 shares of the company’s stock, valued at $14,813,950.40. The trade was a 26.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Kleber Santos sold 25,000 shares of the company’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $87.72, for a total value of $2,193,000.00. Following the transaction, the executive vice president directly owned 79,876 shares of the company’s stock, valued at approximately $7,006,722.72. This represents a 23.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 115,000 shares of company stock valued at $10,050,000 in the last ninety days. Insiders own 0.08% of the company’s stock.

Wells Fargo & Company Trading Down 2.0%

Shares of NYSE:WFC opened at $80.44 on Friday. Wells Fargo & Company has a 52 week low of $58.42 and a 52 week high of $97.76. The company’s 50 day moving average is $89.46 and its two-hundred day moving average is $86.60. The company has a market cap of $248.21 billion, a PE ratio of 12.83, a P/E/G ratio of 0.88 and a beta of 1.08. The company has a current ratio of 0.90, a quick ratio of 0.90 and a debt-to-equity ratio of 1.05.

Wells Fargo & Company (NYSE:WFC – Get Free Report) last released its quarterly earnings data on Wednesday, January 14th. The financial services provider reported $1.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.66 by $0.10. The business had revenue of $21.29 billion during the quarter, compared to analysts’ expectations of $21.63 billion. Wells Fargo & Company had a net margin of 17.27% and a return on equity of 12.90%. The company’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.43 EPS. Equities analysts predict that Wells Fargo & Company will post 5.89 earnings per share for the current fiscal year.

Wells Fargo & Company Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Sunday, March 1st. Shareholders of record on Friday, February 6th were paid a $0.45 dividend. The ex-dividend date was Friday, February 6th. This represents a $1.80 dividend on an annualized basis and a yield of 2.2%. Wells Fargo & Company’s dividend payout ratio (DPR) is currently 28.71%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on WFC shares. Freedom Capital cut shares of Wells Fargo & Company from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 15th. Truist Financial cut their price objective on Wells Fargo & Company from $104.00 to $100.00 and set a “buy” rating on the stock in a research report on Thursday, January 15th. CICC Research initiated coverage on Wells Fargo & Company in a research note on Wednesday, January 14th. They issued a “market perform” rating and a $96.00 price objective on the stock. Keefe, Bruyette & Woods lifted their target price on Wells Fargo & Company from $92.00 to $101.00 and gave the company a “market perform” rating in a report on Wednesday, December 17th. Finally, Robert W. Baird raised Wells Fargo & Company from an “underperform” rating to a “neutral” rating and set a $85.00 target price for the company in a research note on Friday, February 13th. Thirteen analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, Wells Fargo & Company has an average rating of “Moderate Buy” and a consensus price target of $97.03.

View Our Latest Analysis on WFC

Wells Fargo & Company Company Profile

(Free Report)

Wells Fargo & Company is a diversified, U.S.-based financial services company headquartered in San Francisco, California. Founded in 1852 by Henry Wells and William G. Fargo, the firm has evolved from its origins in express delivery and pioneer-era banking into one of the largest full-service banks in the United States. The company provides a broad range of financial products and services to individual, small business, commercial, and institutional clients. Charles W. Scharf serves as chief executive officer.

Wells Fargo operates across several core business segments, including consumer banking and lending, commercial banking, corporate and investment banking, and wealth and investment management.