44 Wealth Management’s Wells Fargo WFC Stock Holding History

44 Wealth 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	$3.1M	Sell	38,920 -2,964	-7%	-$255K	1.08%	20
2025 Q4	$3.9M	Sell	41,884 -3,226	-7%	-$280K	1.31%	10
2025 Q3	$3.78M	Sell	45,110 -5,355	-11%	-$434K	1.28%	9
2025 Q2	$4.04M	Sell	50,465 -208	-0.4%	-$15K	1.43%	7
2025 Q1	$3.64M	Buy	50,673 +161	+0.3%	+$12.1K	1.37%	9
2024 Q4	$3.55M	Sell	50,512 -4,109	-8%	-$281K	1.36%	7
2024 Q3	$3.53M	Buy	+54,621	New	+$3.09M	1.24%	10
2023 Q2	$1.46M	Buy	34,308 +1,667	+5%	+$67.1K	0.5%	55
2023 Q1	$1.22M	Buy	32,641 +1,094	+3%	+$47.7K	0.41%	65
2022 Q4	$1.3M	Sell	31,547 -3,497	-10%	-$155K	0.45%	59
2022 Q3	$1.41M	Sell	35,044 -145	-0.4%	-$6.23K	0.58%	50
2022 Q2	$1.38M	Buy	35,189 +256	+0.7%	+$11.2K	0.53%	51
2022 Q1	$1.69M	Sell	34,933 -4,109	-11%	-$220K	0.61%	42
2021 Q4	$1.87M	Sell	39,042 -1,497	-4%	-$73.7K	0.65%	41
2021 Q3	$1.88M	Sell	40,539 -208	-0.5%	-$9.63K	0.72%	41
2021 Q2	$1.84M	Buy	40,747 +4,587	+13%	+$205K	0.71%	40
2021 Q1	$1.41M	Buy	36,160 +4,422	+14%	+$157K	0.59%	46
2020 Q4	$958K	Buy	+31,738	New	+$822K	0.44%	55

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

44 Wealth Management's WFC Position: Q1 2026 in Review

44 Wealth Management reduced its Wells Fargo (WFC) stake by 7.1% in Q1 2026, selling an estimated $255K and leaving 38,920 shares worth $3.1M. The position accounts for 1.08% of the portfolio, ranked #20.

44 Wealth Management first reported a position in WFC in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.04M in Q2 2025. 2,799 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

44 Wealth Management held 38,920 shares of Wells Fargo worth $3.1M as of Q1 2026.
44 Wealth Management sold 2,964 Wells Fargo shares in Q1 2026, an estimated $255K.
Wells Fargo made up 1.08% of 44 Wealth Management's portfolio in Q1 2026, its #20 holding.
44 Wealth Management first reported a position in Wells Fargo in Q4 2020 and has held it in 18 quarters since.
44 Wealth Management's Wells Fargo position peaked at $4.04M in Q2 2025.
2,799 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.