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1834 Investment Advisors’s Wells Fargo WFC Stock Holding History

1834 Investment Advisors’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 		$1.38M Sell
17,284
-363
-2% -$31.2K 0.17% 97
2025
Q4 		$1.64M Sell
17,647
-515
-3% -$44.7K 0.21% 91
2025
Q3 		$1.52M Buy
18,162
+136
+0.8% +$11K 0.19% 91
2025
Q2 		$1.44M Buy
18,026
+231
+1% +$16.7K 0.18% 91
2025
Q1 		$1.28M Sell
17,795
-1,797
-9% -$135K 0.16% 94
2024
Q4 		$1.38M Sell
19,592
-2,318
-11% -$158K 0.17% 97
2024
Q3 		$1.24M Buy
21,910
+2,644
+14% +$150K 0.14% 108
2024
Q2 		$1.14M Sell
19,266
-1,040
-5% -$61.4K 0.14% 108
2024
Q1 		$1.18M Buy
20,306
+1,963
+11% +$103K 0.14% 106
2023
Q4 		$903K Sell
18,343
-4,856
-21% -$210K 0.11% 123
2023
Q3 		$948K Buy
23,199
+4,437
+24% +$192K 0.12% 123
2023
Q2 		$801K Buy
18,762
+493
+3% +$19.8K 0.1% 141
2023
Q1 		$683K Buy
+18,269
New +$796K 0.08% 143
2022
Q3 		– Sell
-2,417
Closed -$95K – 449
2022
Q2 		$95K Hold
2,417
– – 0.01% 228
2022
Q1 		$117K Sell
2,417
-89
-4% -$4.76K 0.01% 211
2021
Q4 		$120K Hold
2,506
– – 0.01% 219
2021
Q3 		$116K Sell
2,506
-2,693
-52% -$125K 0.01% 221
2021
Q2 		$235K Sell
5,199
-1,065
-17% -$47.6K 0.03% 178
2021
Q1 		$245K Sell
6,264
-99
-2% -$3.5K 0.03% 181
2020
Q4 		$192K Sell
6,363
-204
-3% -$5.28K 0.03% 196
2020
Q3 		$154K Sell
6,567
-2,963
-31% -$73K 0.02% 201
2020
Q2 		$244K Sell
9,530
-8,880
-48% -$243K 0.04% 160
2020
Q1 		$528K Buy
18,410
+8,305
+82% +$353K 0.1% 111
2019
Q4 		$544K Sell
10,105
-1,478
-13% -$77.4K 0.08% 114
2019
Q3 		$584K Sell
11,583
-1,636
-12% -$77.1K 0.08% 117
2019
Q2 		$625K Sell
13,219
-1,611
-11% -$75.3K 0.09% 105
2019
Q1 		$717K Sell
14,830
-2,622
-15% -$129K 0.11% 107
2018
Q4 		$804K Sell
17,452
-4,643
-21% -$238K 0.13% 102
2018
Q3 		$1.16M Sell
22,095
-1,577
-7% -$90K 0.17% 90
2018
Q2 		$1.31M Sell
23,672
-9,259
-28% -$496K 0.21% 81
2018
Q1 		$1.73M Sell
32,931
-109,648
-77% -$6.51M 0.29% 71
2017
Q4 		$8.65M Buy
142,579
+1,323
+0.9% +$74.7K 1.36% 24
2017
Q3 		$7.79M Buy
141,256
+4,527
+3% +$241K 1.45% 24
2017
Q2 		$7.58M Buy
136,729
+40,921
+43% +$2.19M 1.43% 19
2017
Q1 		$5.33M Buy
95,808
+72,090
+304% +$4.09M 1.02% 36
2016
Q4 		$1.31M Sell
23,718
-696
-3% -$35K 0.26% 80
2016
Q3 		$1.08M Sell
24,414
-37,741
-61% -$1.81M 0.23% 85
2016
Q2 		$2.94M Sell
62,155
-50,707
-45% -$2.47M 0.64% 53
2016
Q1 		$5.46M Buy
112,862
+2,454
+2% +$120K 1.25% 27
2015
Q4 		$6M Buy
110,408
+3,065
+3% +$166K 1.41% 22
2015
Q3 		$5.51M Buy
107,343
+2,355
+2% +$130K 1.37% 20
2015
Q2 		$5.91M Sell
104,988
-82
-0.1% -$4.57K 1.61% 20
2015
Q1 		$5.72M Buy
105,070
+4,521
+4% +$244K 1.55% 18
2014
Q4 		$5.51M Sell
100,549
-11,281
-10% -$597K 1.52% 20
2014
Q3 		$5.8M Sell
111,830
-336
-0.3% -$17.3K 1.6% 13
2014
Q2 		$5.89M Buy
112,166
+1,966
+2% +$98.8K 1.6% 15
2014
Q1 		$5.48M Sell
110,200
-1,735
-2% -$80.8K 1.61% 17
2013
Q4 		$5.08M Buy
111,935
+2,113
+2% +$91.3K 1.49% 19
2013
Q3 		$4.54M Buy
109,822
+115
+0.1% +$4.91K 1.49% 21
2013
Q2 		$4.53M Buy
+109,707
New +$4.27M 1.55% 19

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

1834 Investment Advisors's WFC Position: Q1 2026 in Review

1834 Investment Advisors reduced its Wells Fargo (WFC) stake by 2.1% in Q1 2026, selling an estimated $31.2K and leaving 17,284 shares worth $1.38M. The position accounts for 0.17% of the portfolio, ranked #97.

1834 Investment Advisors first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $8.65M in Q4 2017. 2,802 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • 1834 Investment Advisors held 17,284 shares of Wells Fargo worth $1.38M as of Q1 2026.
  • 1834 Investment Advisors sold 363 Wells Fargo shares in Q1 2026, an estimated $31.2K.
  • Wells Fargo made up 0.17% of 1834 Investment Advisors's portfolio in Q1 2026, its #97 holding.
  • 1834 Investment Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
  • 1834 Investment Advisors's Wells Fargo position peaked at $8.65M in Q4 2017.
  • 2,802 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.